Knowledgebase

Getting Started

  • Overview
  • Onboarding

Features

  • Plaid Account Linking
  • Budgeting
  • Bills & Recurring
  • Income Tracking
  • Transactions
  • Family
  • Market Watch
  • Intelligence
  • Invoicing
  • Reports

Settings & Account

  • Profile & Security
  • Notifications
  • Categories
  • Subscription & Billing

Developer Reference

  • Architecture

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.

Reports

Spending breakdowns, trends, and exportable summaries.

Settings & Account

Profile & Security

Account details, password, and MFA settings.

Notifications

Email and in-app notification preferences.

Categories

Manage and customize transaction categories.

Subscription & Billing

Plans, tiers, and payment management.

Developer Reference

Architecture

Tech stack, project structure, and data flow.