Trevi uses smart algorithms to assign transactions to categories like groceries or entertainment. You can reassign miscategorized transactions, and Trevi will learn your preferences. Custom categories can also be created for a personalized budgeting experience.

Trevi employs 256-bit SSL encryption, partners with secure financial aggregators, and never stores your banking credentials. Your data is tokenized and protected with industry-leading security protocols.

Trevi connects to most major financial accounts, including checking, savings, loans, and investments. For less common providers, you can input data manually for a complete financial picture.

Set targets and timelines for goals like saving or debt repayment. Trevi calculates monthly savings and tracks progress in real-time, allowing you to manage multiple goals simultaneously.

Canceled accounts retain read-only access to data for a limited time. You can download your information, and reactivating restores all features and data.