Your Smart Money Sidekick

CashTrax is your simple smart money app designed to make budgeting, expense tracking, and saving simple. It helps you understand where your money is going, stay on top of your spending, and discover ways to save — without complicated spreadsheets or manual entry. Just securely link your bank and credit card accounts, set your money plan, and let CashTrax guide you.

CashTrax starts by creating a quick, AI-powered budget for people like you using just a few basic inputs — giving you a baseline money plan in minutes. From there, you can connect your bank and credit card accounts to track spending against that budget automatically.

Want to learn more about money and ways you can save? Use AI Chat for general money tips. or to “talk to your Cash Coach” by asking questions about your own transactions. Plus, you can explore personalized Cash Hacks to find new ways to save

CashTrax is simple, it’s for people like you who don’t want to spend time out of their lives analyzing spreadsheets. AI can give you some interesting insights on your money.

•  AI Chat to answer some of your money questions in plain language

•  Cash Hacks to find hidden savings and real-world deals

•  Focus on simple numbers – spending, main categories, quick insights

•  One app for everything – budget, track spending, connect accounts, and learn — without juggling multiple apps

CashTrax is Free for a limited time.

Once you create your account, we’ll guide you step-by-step:

• Enter a few details about yourself

• Let AI create a budget for people like you based on your inputs

When you link your bank and credit card accounts, you can track your spending automatically. From there, your budget updates regularly. No manual entry, no spreadsheets needed.

Cash Hacks are personalized tips, offers, and strategies designed to help you save money and spend smarter. They can include:

• Local and online discounts

• Cashback opportunities

• Bill-negotiation tips

• Lifestyle changes with real savings potential

We aim to only share AI generated hacks that are relevant, practical.

The AI Chat can help with things like:

• “How much did I spend on dining out this month?”

• “Am I over budget for groceries?”

• “What’s the best way to save for a vacation?”

• “Can you explain my spending trends for the last three months?”

• “Find me a Money Hack for streaming services.”

It’s like having a friendly, knowledgeable money coach in your pocket available 24/7.

CashTrax uses Plaid*, a leading financial data provider, to securely connect your bank and credit card accounts.

• Choose your bank or credit card company from our list

• Sign in using your usual bank login

• Approve the connection, so transactions can sync automatically

You can connect multiple accounts, and you’re always in control of which ones stay linked.

We are as serious about security as you are about your money:

• Bank-level encryption. We’ll never see your transaction details

• Secure authentication via Plaid

• No one at CashTrax can see or touch your actual login details

We’ll never sell your personal data — period

Absolutely. You can cancel anytime by going to Settings in the App. Once you disconnect your accounts, we’ll permanently delete all your data from our servers, except that which is required for fraud detection or any other legitimate business purpose. We believe your data belongs to you, and that includes the right to take it with you or erase it entirely.

Plaid's deletion policy can be found here: https://plaid.com/legal/

Yes. You can choose to enter transactions manually if you prefer not to connect bank or credit card accounts. You’ll still get your AI-powered budget for people like you, Cash Hacks, and AI Chat insights, based on your manual updates.