Every dollar plays one of two roles.

Tracklio splits every transaction into Survival or Lifestyle — the two things money is actually for. Categories, merchant rules, and AI tags handle the rest, behind the scenes.

1,247 on the waitlist·Read-only bank access via Plaid·Free during beta
Survival ratio · May
75%8 pts vs Apr

of $5,092 spent so far — drag the bar to feel the split.

Target
75%
0 pts over
Survival$3,819
$1,273Lifestyle
Last month
67%
This month
75%
3-mo avg
71%
Drag to explore
No shaming.
Spending isn't a moral failure.
One call, not many.
You decide Survival. We learn the rest.
No guru tips.
Just the math, told plainly.
No dark patterns.
Export everything. Leave anytime.
How it works

Three loops. That's the product.

Tracklio is built around three small daily habits. Each one teaches you something the next one acts on.

01
The Review inbox

Decide once.

Every transaction lands in your inbox, already categorized, already tagged. You make one call: Survival or Lifestyle. The whole system is built downstream of that single decision — so the rest of the app finally tells you something true about you.

  • Categories, merchants, and tags applied automatically
  • AI pre-suggests Survival / Lifestyle; you correct the edges
  • Average user clears 12 transactions in 90 seconds
Review inbox6
Lifestyle·Survival

Drag the card, or use the buttons

Blue Bottle Coffee
Coffee · Today · 9:14am
$6
02
Risk Funds

Build a floor, not a budget.

A Risk Fund is a pot of money for a specific kind of bad day — rent, health, the car. We measure it in weeks of survival, not dollars. Every survival win nudges the floor up. Every lifestyle splurge has a visible cost.

  • Each fund shows its real runway in weeks
  • Automatic top-ups from windfalls
  • No goals. No badges. No streaks.
Risk funds
May 22
22weeks of survival

Total floor across 3 funds, in lived-time

Rent floor
4 weeks added in May
0wk
$4,800 / $6,000
Health buffer
Auto-tops from windfalls
0wk
$1,850 / $3,000
Car / repairs
A bit thin — keep going
0wk
$1,200 / $2,500
+$240
2h ago
Rebalanced
Sun
Car fund low
Mon
03
Spend simulator

Try the future.

Drag a knob — cut takeout 30%, raise rent $400, quit job in 6 months. A live fan chart projects what happens to your floor over the next year. Make a real decision, not a wish.

  • Monte-Carlo projections, not vibes
  • See the day your runway runs out
  • Save scenarios to revisit
Spend simulator
12-month projection
Cut lifestyle by
15%
Floor in 12 months
$10,560
+$2,160 vs today
No change10%20%30%40%
Savings projection fan chart$8k$10k$12k$14k$16ktodaynow+3mo+6mo+9mo+12mo

Monte-Carlo projection over your last 6 months of spend. Saves a scenario you can revisit.

And the rest, learned

You decide Survival. We learn the rest.

Categories, merchant rules, and free-form tags happen behind the scenes — so the only call you actually have to make stays the only one.

Auto-categories
A hierarchy learned from your spend
42 categories
Rent$2,200
Groceries$612
Utilities$186
Transport$284
Health$94
Eating out$472
Coffee$84
Subscriptions$118
Entertainment$62
Shopping$140
Survival-leaningLifestyle-leaningRename, recolor, nest any of them
AI tags
Cross-cutting labels
AI
#weekend28#shared-w-jess22#kids16#groceries14#date-night12#cash9#reimbursable8#late-night6#gift5#work-trip4#medical4#big-ticket3#tax-deductible3#splurge2

Tracklio notices patterns — weekend spend, kids' stuff, work trips — and labels them. Reject, rename, or invent your own.

Rules engine
Your logic, applied at scale
5 active rules104 / mo auto-classified↓ 73% inbox load
01
IFmerchant containsSTARBUCKS
THENCoffeeLIFESTYLE#weekday
42
02
IFmerchant containsAMZN MKTP
THENShoppingLIFESTYLE
22
03
IFamount> $1,000
THENSURVIVAL#big-ticket
8
04
IFmerchant equalsUBER EATS
THENDiningLIFESTYLE
14
05
IFdescription containsAUTOPAY
THENSURVIVALauto-approve
18
·Drag to reorder priority. Higher rules win.
Match anything
Merchant, amount, account, description, day-of-week.
Compose actions
Set necessity, category, tags, auto-approve — in one rule.
Run on history
Apply a new rule to the last 12 months in one click.
The whole picture

Calm by default. Dense when you ask.

Numbers you can read at a glance, then a second layer for when you actually want to dig.

tracklio.app/dashboard

Dashboard

May 2026
Good evening, Maya.

Two-thirds through May. Still on track.

Survival ratio · May
75% 8 pts
$3,844 survival$1,248 lifestyle
Net worth
$41,364
$1,240 this month
Lifestyle radar
23%
Total spent
$5,092
↓11% vs Apr
Lifestyle
$1,248
of total
Daily avg
$232
over 22 days
Top category
Rent
$2,200 · 42%
Daily spending · last 30
SurvivalLifestyle
Top categories
Rent$2,200
Groceries$612
Transport$284
Eating out$472
Subscriptions$118
Everything the loops need

One opinionated wedge. A whole engine behind it.

See the full feature list
Smart categorization

40+ categories learned from your spend. Edit any and we update behavior.

Custom rules engine

Match on merchant, amount, account, day. Set category, tags, auto-approve.

AI auto-tags

Cross-cutting labels like #weekend or #work-trip applied as transactions land.

Bank-grade sync

Plaid covers 12,000+ institutions. Tokens never touch our servers.

Recurring radar

Subscriptions surface themselves. Cancel a forgotten one in two taps.

Spend Simulator

Drag a knob, see the next year. Monte-Carlo projections, not vibes.

Risk Funds

Pots of money for specific bad days, measured in weeks of survival.

Quiet by default

No streaks. No shame. No daily nudges. You open us when you need us.

Read-only
We see balances, never move money.
Plaid-secured
Bank credentials live with Plaid.
Never sold
No ad networks. No third-party data.
Yours to keep
CSV export of everything, anytime.
Our stance

Most apps treat money like a spreadsheet. We treat it like a decision.

Personal finance keeps getting more elaborate while the lived experience stays the same: anxious, vague, full of categories you don't remember choosing.

We don't think the answer is more charts. The answer is a single, clear line — Survival vs. Lifestyle — drawn through every transaction by you, with our help.

Then a few honest tools downstream of that line: Risk Funds for the bad days, a Simulator for the next decision, recurring radar for the ones you forgot about.

No streaks. No shame. No four-color category wheels. Tracklio is the calmest finance app you'll use — and the most opinionated.

Tracklio Logo
Tracklio team
Ukraine · since 2025
Pricing

One plan. Honest about it.

Available now
Beta — free
$0/ month, all features

Everything's open during the beta. We'll give you 60 days notice before anything changes, and a steep discount for life.

Unlimited transactions
Unlimited accounts via Plaid
Survival/Lifestyle review inbox
Risk Funds, Budgets, Recurring radar
Spend simulator
Dark & light themes
Web + iOS, when we ship it
Export everything, always
Pro — coming
$6/ month, ballpark

When we exit beta, Pro keeps everything you have today. We're thinking about an unmetered Pro+ for shared households later — but only if it earns its keep.

Shared households
Heavier AI rules
Accountant view
Beta users lock in a permanent discount when Pro launches.
FAQ

The honest questions.

Can't find what you're after? hi@tracklio.app

Wait — you do have categories, right?
Of course. Tracklio learns 40+ categories from your spend (Rent, Groceries, Coffee, Eating out, Subscriptions, and so on) and applies them automatically. You can rename, recolor, nest, or invent new ones. The Survival/Lifestyle line sits on top of categories — it's the only call you have to make; everything else happens behind the scenes.
Can I write my own rules?
Yes. The rules engine matches on merchant, amount, account, description, or day-of-week, and can set the category, necessity, tags, and even auto-approve a match. Higher-priority rules win. You can run a new rule across the last 12 months in one click.
What about tags?
Tracklio applies cross-cutting AI tags like #weekend, #work-trip, #date-night, or #reimbursable as transactions land. They're free-form labels that cut across categories — useful when you want to see all your date-night spending regardless of whether it was dining or movies. Reject, rename, or invent your own.
How does the Survival / Lifestyle split actually work?
You decide. We pre-classify with a small AI model that learns your patterns — rent and groceries usually skew survival, takeout and travel skew lifestyle — and you correct the edges. After a couple weeks, you're mostly accepting suggestions.
Is this just YNAB / Copilot / Monarch with extra steps?
It's a different question. YNAB asks you to assign every dollar a job up-front. Copilot beautifies your transactions. Tracklio asks one specific question after each spend — survival or lifestyle? — and builds everything downstream of that.
Who can see my data?
Engineers debugging your account with your consent. Nobody else. We don't sell data, don't run ad networks, and don't share with third parties beyond Plaid (read-only bank access) and Stripe (billing once Pro launches).
What banks are supported?
Plaid covers ~12,000 institutions across the US, Canada, UK, and most of Europe. You can also import CSVs and add manual transactions. We're not on Open Banking AU/NZ yet.
Do I have to review everything? That sounds exhausting.
After two weeks, you'll spend about 90 seconds a day. AI handles obvious categories; you just confirm or correct. Most users only touch the edges — coffee, takeout, weekend stuff.
What happens if I cancel?
Export everything as CSV, then delete your account in one click. We keep zero data after deletion. No re-engagement emails, no "we miss you" loop.
Is there an iOS app?
Yes — limited beta now. Same DNA, optimized for the daily Review habit. iPad and Android are on the roadmap.
Early access · cohort 4 opens Jun 15

Spend with intention.

1,247 people in line. We let a cohort in every two weeks. Drop your email; we'll send your spot when it's ready.

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