Take control of your finances with confidence.
Your personal finance toolkit designed for the Jewish community. Connect your bank accounts for automatic sync, import statements manually, track expenses, set budgets, and manage maaser — all in one place built with your needs in mind.
10+ hours saved monthly on tracking.
Per User
100% visibility into spending.
Clarity
Smart AI-powered categorization.
Automation
Secure bank-level encryption.
Privacy
Features
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.
Smart Account Management
Create manual accounts for CSV imports or connect your bank directly. Link accounts seamlessly as you upgrade.
Automatic Bank Sync
Premium: Connect your bank accounts and automatically sync transactions in real-time. No more manual imports.
AI-Powered Import
Import CSV files from any bank. Our AI automatically categorizes transactions and identifies merchants.
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.
Available to Spend
Know exactly how much you can safely spend each month based on your income and spending plan allocations.
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.
Maaser Tracker
Built-in maaser tracking for both money in and maaser given, with fields for info such as TINs.
How It Works
From chaos to clarity in three steps
Whether you're syncing accounts, tracking maaser, or gaining insights—Trackli makes it effortless.
Securely link your accounts via Plaid
Bank-level encryption keeps your credentials safe. We never store your login details.
Transactions flow in automatically
New purchases appear within hours, not days. No more manual CSV exports.
Stay synced across all devices
Check your finances on your phone, tablet, or desktop—always up to date.
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 | Unbreakable cloud-based database |
Export to Excel anytime. Your data is always yours.
Testimonials
Loved by people who take money seriously
“Trackli finally gave me clarity on where my money was going. I've saved hundreds by catching subscriptions I forgot about.”
Sarah M.
Small Business Owner
“The budget rollover feature is genius. No more guilt about unused grocery money — it just carries over!”
David K.
Software Engineer
“As someone who tithes regularly, having a dedicated tracker for giving has been incredibly helpful for tax time.”
Rachel T.
Teacher
Ready to take control of your finances?
Join thousands of people who use Trackli to understand their spending, stick to budgets, and reach their financial goals.