TrendingBudget Knowledgebase
Everything you need to know about using and building TrendingBudget — from getting started to developer deep-dives.
Features
Plaid Account Linking
Connect bank accounts and sync transactions automatically.
Budgeting
Set spending limits by category and track progress.
Bills & Recurring
Detect and manage recurring charges and subscriptions.
Income Tracking
Monitor income sources with expected vs actual analytics.
Transactions
View, search, categorize, and manage all transactions.
Family
Add family members, set savings goals, and share dashboards.
Market Watch
Track stocks and ETFs with watchlists and charts.
Intelligence
Automated alerts for price increases, unusual spending, and more.
Invoicing
Create, send, and manage professional invoices.
Estimates
Create, negotiate, and track price estimates with customers.
CRM
Activity log, deal pipeline, tasks, and customer management.
Reports
Spending breakdowns, trends, and exportable summaries.
Cash Flow & Forecasting
Balance projections, income vs expenses, and days of runway.
Spending Analysis
Category breakdowns, merchant spend, and money flow diagrams.
Spending Insights
Behavioral trends, period comparisons, and spending narratives.