Cashtrax Information

cashtrax is a personal finance app that answers one question every morning: what can I safely spend today? Input your income, bills, and savings goals and cashtrax turns them into a single daily number. Use this number to guide what you spend each day. No spreadsheets, no twenty-category budgets, and no surprises at the end of the month. Co-founded by Kevin O'Leary and Connor O'Brien, cashtrax is built for people who want control over their money without making budgeting a second job. What cashtrax does: • One daily number: see what you have available to spend today, at a glance. • AI Money Coach: ask questions in plain language and get answers based on your actual spending, from "Can I afford this?" to "What did I spend on deliveries last month?" • Savings goals: helps you set up and keep track of your savings • Subscription finder: surface every recurring charge, including the ones you forgot about. • Merchant watchlist: set limits on the places where you spend too much and get notified before you go over. • Spending dashboard: daily, weekly, and monthly views of your top categories, merchants, and transactions. Read-only by design cashtrax connects to your accounts through Plaid using bank-level encryption. The connection is read-only, cashtrax never has access to your accounts and can’t move your money. We never sell your personal or financial information. Our mission Most people don't need a more complicated budget. They need a simple, honest answer they can act on. cashtrax exists to replace money anxiety with daily confidence, one number at a time.