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Treasury

AI money manager: Plaid-linked budgets, bills, subscriptions and net worth, with an advisor that answers from your own accounts

$12.99/month or $95/year (14-day trial; no free tier)treasury.sh
Download on the App Store

Feature record

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30 of 71 recorded

Cost

1 / 3
Free tier
?
Price
$12.99/month or $95/year (14-day trial; no free tier)
treasury.sh
Lifetime purchase
?

Connections

4 / 7
Account aggregation
Yes
treasury.sh
Connectors
Plaid
treasury.sh
Refresh more than daily
?
Manual accounts
Yes
treasury.sh
Countries
US
treasury.sh
Multi-currency
?
Crypto and digital assets
?

Transactions

9 / 13
Edit transactions
Yes
treasury.sh
Create manual transactions
Yes
treasury.sh
Rules engine
?
Mass edit
Yes
treasury.sh
Split transactions
Yes
treasury.sh
History import
Yes
treasury.sh
Length of history
Months
treasury.sh
Export
?
Import formats
CSV
treasury.sh
Nested categories
?
Custom categories
Yes
treasury.sh
Tags
Yes
treasury.sh
Receipt attachments
?

Planning

6 / 16
Budgeting
Yes
treasury.sh
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
Yes
treasury.sh
Bills
Yes
treasury.sh
Bill negotiation
?
Goal tracking
Yes
treasury.sh
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
Yes
treasury.sh
Subscription cancellation
?
Automated transfers
?
Calendar view
Yes
treasury.sh

Wealth

3 / 6
Net worth
Yes
treasury.sh
Balance history import
Yes
treasury.sh
Investment tracking
Yes
treasury.sh
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

1 / 4
Reports
?
Trends
?
Credit scores
?
Alerts
Yes
treasury.sh

Assistance

2 / 2
AI chat
Yes
treasury.sh
AI categorization
Yes
treasury.sh

Platforms

3 / 5
Interfaces
Web · iOS
treasury.sh
Full mobile app
Yes
treasury.sh
Home-screen widgets
Yes
treasury.sh
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
treasury.sh
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 2 groups, 8 attributes

Sharing

0 / 3
Partner or household
?
Adviser access
?
Business or rental separation
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on ; 30 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-10-17
First recorded at $95/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 63 live listings that charge one.

In the news · 7 mentions in 90 days

Matched on the app’s exact name from an allowlist of 36 outlets, with a personal-finance word in the headline. Anything outside that is dropped, not published. Headlines belong to their publishers. Fetched 2026-10-23.