Quickstart

You can be fully set up in under an hour — often much less. This is the fastest path from signup to a complete, organized picture. By the end you’ll have: accounts connected, transactions categorized, a budget running, your net worth visible, and the AI ready to answer questions.

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1. Create an account

Sign in to Treasury with a Passkey, Google, or Apple — no password to remember.

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2. Choose a plan

Pick a Monthly or Yearly subscription to get started. You can change it anytime in Billing → Manage Subscription.

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3. Connect your accounts · a few minutes

Head to Settings → Connections and click Connect account to link your banks and cards through Plaid. Balances and recent transactions import automatically.

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4. Set up your categories · a minute

Add the categories that match how you think about money (the Default preset is a one-tap head start). Want to track a trip or project across categories? Add a tag.

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5. Clear your transactions · a few minutes

Open Transactions to see your activity. Most of it is categorized automatically; clear anything left over in seconds with Turbo Review — one transaction, one tap, on to the next.

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6. Create a budget · 2 minutes

Go to Budgets and click New Budget. Keep it simple to start: one “Monthly Spending” budget covering your main expense categories. It tracks itself as transactions sync.

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7. See your whole picture · instant

Open Net Worth for the one number that matters most. Add anything that doesn’t sync — a home, a car, cash — as a manual account so the number is complete.

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8. Ask the AI · seconds

You’re set up — now let Treasury AI do the heavy lifting. Ask it anything: “How much did I spend on food last month?”, “What bills are due this week?”, “Which subscriptions should I cancel?”

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Next steps

That’s it — from here, daily use is a 30-second glance and the occasional question. Dig deeper with these: