Take control of your finances with confidence.
Connect your accounts, plan your spending, and track maaser in one place built for the Jewish community.
Smart AI-powered categorization.
Automation
Secure bank-level encryption.
Privacy
Built for the Jewish community, with features that understand your life.
From Shabbos expenses to maaser tracking, Trackli is designed by members of the community who understand the unique financial considerations of Jewish households.
Automatic Bank Sync
PremiumConnect your bank accounts and automatically sync transactions in real-time. No more manual imports.
Maaser Tracker
Built-in maaser tracking for both money in and maaser given, with fields for info such as TINs.
Available to Spend
Know exactly how much you can safely spend each month based on your income and spending plan allocations.
AI-Powered Import
Import CSV files from any bank. Our AI automatically categorizes transactions and identifies merchants.
Smart Account Management
Create manual accounts for CSV imports or connect your bank directly. Link accounts seamlessly as you upgrade.
7-Day Forecast
See your projected account balance for the next week based on your recurring and expected transactions.
Net Worth Dashboard
View your complete financial picture with assets minus liabilities. Track your true net worth at a glance.
Visual Spending Insights
See exactly where your money goes with beautiful charts and detailed breakdowns by category.
Smart Budgeting
Set monthly budgets with automatic rollover. Track progress in real-time and never overspend again.
From chaos to clarity in three steps
Whether you're syncing accounts, tracking maaser, or gaining insights, Trackli makes it effortless.
Love your spreadsheet but hate the work?
Keep the control you're used to, but lose the manual data entry.
The Spreadsheet Way | The Trackli Way | |
|---|---|---|
| Transaction Entry | Manual CSV exports & typing | Real-time Bank Sync via Plaid |
| Maaser Tracking | Complex formulas & manual tabs | One-click Maaser Ledger & Automation |
| Categorization | Searching for grocery vs gas receipts | Smart AI Auto-tagging for Jewish households |
| Accessibility | Pinching and zooming on tiny cells | Mobile-first layout for on-the-go tracking |
| Stability | Fragile formulas and #REF! errors | Reliable cloud database |
Export to Excel anytime. Your data is always yours.
Ready to take control of your finances?
Use Trackli to understand your spending, stick to your budget, and reach your financial goals.