# Checkr Money

- [What is Checkr Money?](https://help.checkrmoney.com/get-started.md): Checkr Money is an AI-powered personal finance platform. Use it on the web, on iOS, or through MCP, CLI, and API.
- [MCP for AI Chats](https://help.checkrmoney.com/mytruv-mcp/overview.md): Connect your Checkr Money financial data to Claude, ChatGPT, and other chat assistants.
- [Claude.ai](https://help.checkrmoney.com/mytruv-mcp/setup/claude.md): Connect Checkr Money MCP to Claude.ai and Claude Desktop.
- [ChatGPT](https://help.checkrmoney.com/mytruv-mcp/setup/chatgpt.md): Connect Checkr Money MCP to ChatGPT as a custom connector.
- [Try these prompts](https://help.checkrmoney.com/mytruv-mcp/prompts.md): Ready-to-use prompts for your first chats with Checkr Money - click to open in Claude or ChatGPT.
- [MCP for AI Agents](https://help.checkrmoney.com/mytruv-mcp/agents-overview.md): Give your coding agent access to Checkr Money financial data via the Model Context Protocol.
- [Claude Code](https://help.checkrmoney.com/mytruv-mcp/setup/claude-code.md): Connect Checkr Money MCP to Claude Code.
- [Codex](https://help.checkrmoney.com/mytruv-mcp/setup/codex.md): Connect Checkr Money MCP to the OpenAI Codex CLI.
- [Cursor](https://help.checkrmoney.com/mytruv-mcp/setup/cursor.md): Connect Checkr Money MCP to the Cursor editor.
- [Other clients](https://help.checkrmoney.com/mytruv-mcp/setup/other.md): Connect Checkr Money MCP from VS Code, JetBrains IDEs, Windsurf, and other MCP-compatible tools.
- [Available tools](https://help.checkrmoney.com/mytruv-mcp/tools.md): Every tool your AI assistant can call through Checkr Money MCP.
- [Checkr Money CLI](https://help.checkrmoney.com/mytruv-cli/overview.md): Query your Checkr Money financial data from the terminal.
- [Agent & Automation](https://help.checkrmoney.com/mytruv-cli/agent-automation.md): Use the Checkr Money CLI from scripts and AI agents.
- [Developer MCP](https://help.checkrmoney.com/docs-mcp/overview.md): Give your AI coding assistant access to Checkr Money documentation and API references via the Model Context Protocol.
- [Available tools](https://help.checkrmoney.com/docs-mcp/tools.md): Every tool the Developer MCP server exposes to your AI coding assistant.
- [Help Center](https://help.checkrmoney.com/help.md): Find answers to common questions about using Checkr Money.
- [How Checkr Money Compares](https://help.checkrmoney.com/how-mytruv-compares.md): How Checkr Money compares to other money apps like Rocket Money, Monarch, Origin, Copilot, YNAB, EveryDollar, Empower, Quicken, and Mint.
- [Your Home Checklist](https://help.checkrmoney.com/accounts/your-home-checklist.md): The first steps to get the most out of Checkr Money after you sign up.
- [Using Demo Mode](https://help.checkrmoney.com/accounts/demo-mode.md): Explore the full Checkr Money experience with realistic sample data, before you connect anything of your own.
- [How to Link Your Financial Accounts](https://help.checkrmoney.com/accounts/linking-financial-accounts.md): Step-by-step instructions for connecting your bank and financial accounts to Checkr Money.
- [Connecting Your Payroll](https://help.checkrmoney.com/accounts/connecting-payroll.md): Link your employer or gig platform to see your full pay - gross income, deductions, taxes, and pay stubs - not just deposits.
- [What Institutions Are Supported?](https://help.checkrmoney.com/accounts/supported-institutions.md): Learn which banks and financial institutions you can connect to Checkr Money.
- [Understanding Your Net Worth](https://help.checkrmoney.com/accounts/understanding-net-worth.md): Learn how Checkr Money calculates and displays your net worth.
- [Credit History](https://help.checkrmoney.com/accounts/credit-history.md): Monitor your credit score and report on web and iOS.
- [Account Types Explained](https://help.checkrmoney.com/accounts/account-types-explained.md): Understand the different account types Checkr Money recognizes and how each one affects your net worth.
- [Viewing Account Details](https://help.checkrmoney.com/accounts/viewing-account-details.md): Learn how to view detailed information about each of your connected accounts.
- [Reconnecting an Account](https://help.checkrmoney.com/accounts/reconnecting-accounts.md): What to do when a connected account needs to be reconnected.
- [How to Remove an Account](https://help.checkrmoney.com/accounts/removing-an-account.md): Learn how to disconnect a financial institution from Checkr Money.
- [Refreshing Your Account Data](https://help.checkrmoney.com/accounts/refreshing-account-data.md): Learn how to manually refresh your account data in Checkr Money.
- [Managing Your Banks, Payroll & Credit](https://help.checkrmoney.com/accounts/managing-connections.md): How to view, fix, and manage your linked account connections.
- [Viewing Your Transactions](https://help.checkrmoney.com/transactions/viewing-your-transactions.md): Browse and review every transaction from your connected accounts in one place.
- [How to Search Your Transactions](https://help.checkrmoney.com/transactions/searching-transactions.md): Find specific transactions quickly using Checkr Money's search.
- [Filtering Your Transactions](https://help.checkrmoney.com/transactions/filtering-your-transactions.md): Narrow your transaction list down by date, category, account, amount, type, and more.
- [Understanding Transaction Status](https://help.checkrmoney.com/transactions/understanding-transaction-status.md): What pending and posted statuses mean, and where to see them in Checkr Money.
- [Grouping Transactions](https://help.checkrmoney.com/transactions/grouping-transactions.md): Organize your transaction list by date, time period, or merchant.
- [Custom Category Names](https://help.checkrmoney.com/transactions/custom-category-names.md): Create your own category names and apply them to your transactions.
- [Deleting a Transaction](https://help.checkrmoney.com/transactions/deleting-and-restoring-a-transaction.md): Why Checkr Money no longer lets you delete a transaction, and how to hide one from your totals instead.
- [Spending Overview](https://help.checkrmoney.com/spending/spending-overview.md): See where your money goes with charts, category breakdowns, and month-over-month comparisons.
- [Month-to-Date Spending](https://help.checkrmoney.com/spending/month-to-date-spending.md): See exactly how much you've spent so far this month and how it compares to last month.
- [Spending Trends](https://help.checkrmoney.com/spending/spending-trends.md): See how your spending changes across days, weeks, months, or years.
- [Spending by Category](https://help.checkrmoney.com/spending/spending-by-category.md): Break down your spending by category or by merchant with a donut chart and ranked list.
- [Comparing Spending Across Periods](https://help.checkrmoney.com/spending/comparing-spending-periods.md): Compare your spending between months and over time so you can see what's changing.
- [Searching Your Financial Data](https://help.checkrmoney.com/search/searching-your-data.md): Find transactions, accounts, insights, chats, settings, and charts from one search box on iOS.
- [Using the Chart Library](https://help.checkrmoney.com/search/using-the-chart-library.md): Pre-built financial visualizations you can pull up by name from search on iOS.
- [Browsing by Category](https://help.checkrmoney.com/search/browsing-by-category.md): How to focus on a single spending category to see its transactions and trends.
- [Income Overview](https://help.checkrmoney.com/income/income-overview.md): See your earnings, pay statements, and deductions in one place.
- [Viewing Your Pay Statements](https://help.checkrmoney.com/income/viewing-pay-statements.md): Open any paycheck to see the full breakdown - earnings, deductions, taxes, net pay - and download it as a PDF.
- [Understanding Your Deductions](https://help.checkrmoney.com/income/understanding-deductions.md): Learn what the various deductions on your pay statements mean.
- [Tracking Income from Multiple Employers](https://help.checkrmoney.com/income/tracking-multiple-employers.md): Switch between income sources on the Income view so each one keeps its own pay history, breakdown, and statements.
- [Understanding Tax Withholdings](https://help.checkrmoney.com/income/tax-withholdings.md): Learn about the tax withholdings shown on your pay statements.
- [Tracking Your Subscriptions](https://help.checkrmoney.com/recurring/tracking-subscriptions.md): See every recurring charge Checkr Money detected on your accounts, with status, frequency, and the next expected payment.
- [Viewing Upcoming Bills](https://help.checkrmoney.com/recurring/viewing-upcoming-bills.md): See what's coming up so you can plan ahead - bills, subscription renewals, and incoming payments.
- [Tracking Recurring Income](https://help.checkrmoney.com/recurring/recurring-income.md): See your regular incoming deposits - paychecks, freelance payments, and other repeat deposits - on the same Recurring view as your bills.
- [Subscription History](https://help.checkrmoney.com/recurring/subscription-history.md): Open a single recurring series to see every past charge it's matched, sorted newest first.
- [Bills Calendar](https://help.checkrmoney.com/recurring/using-the-calendar.md): A calendar view on the Recurring page for seeing when upcoming bills and recurring income are due.
- [Understanding Your Cash Flow](https://help.checkrmoney.com/cash-flow/understanding-cash-flow.md): See how money moves through your accounts - what came in, what went out, and what's left.
- [Income vs. Expenses](https://help.checkrmoney.com/cash-flow/income-vs-expenses.md): See how the money coming in compares to the money going out on the Cash Flow view.
- [Customizing Time Ranges](https://help.checkrmoney.com/cash-flow/customizing-time-ranges.md): Cash Flow, Spending, and other views let you change the period the charts cover - the exact options differ by view and by platform.
- [Meet Your AI Assistant](https://help.checkrmoney.com/assistant/meet-your-ai-assistant.md): Checkr Money's built-in AI financial assistant - what it can do, where to find it, and how it uses your data.
- [Asking Financial Questions](https://help.checkrmoney.com/assistant/asking-financial-questions.md): Question types the assistant handles well, with examples - plus starter prompts you can tap on data pages.
- [Using Voice Input](https://help.checkrmoney.com/assistant/using-voice-input.md): Speak your questions to the assistant instead of typing them - iOS-only.
- [Understanding Visualizations](https://help.checkrmoney.com/assistant/understanding-visualizations.md): The charts and tables your AI assistant can render in a conversation, and how to ask for them.
- [Customizing Your Assistant](https://help.checkrmoney.com/assistant/customizing-your-assistant.md): Set your assistant's name, avatar, memory, and instructions so it answers the way you want.
- [Chat History](https://help.checkrmoney.com/assistant/chat-history.md): Find past conversations, switch between them, search, rename, and delete - everything you need to manage your assistant threads.
- [What Are Insights?](https://help.checkrmoney.com/insights/what-are-insights.md): System-generated observations about your finances - what they look like, where to find them, and how to act on one.
- [Types of Insights](https://help.checkrmoney.com/insights/insight-categories.md): The 12 categories Checkr Money uses to organize insights - what each one covers and when it shows up.
- [How Insights Are Generated](https://help.checkrmoney.com/insights/how-insights-are-generated.md): Where insights come from, what they need to be accurate, and what you see while Checkr Money is still analyzing.
- [Acting on Insights](https://help.checkrmoney.com/insights/acting-on-insights.md): Open an insight, rate it, follow up with the assistant - the real actions available on insight cards and detail views.
- [Feed Quizzes](https://help.checkrmoney.com/insights/feed-quizzes.md): Short question cards in the Feed that ask you to guess a number from your own finances.
- [Why We Need Your Bank or Payroll Login](https://help.checkrmoney.com/trust-and-safety/why-we-need-bank-login.md): How Checkr Money connects to your bank or payroll, and what it can and can't do once connected.
- [Will This Affect My Credit?](https://help.checkrmoney.com/trust-and-safety/will-this-affect-my-credit.md): Connecting bank or payroll accounts to Checkr Money does not pull or report credit, and has no impact on your credit score.
- [Who Can See My Data?](https://help.checkrmoney.com/trust-and-safety/who-can-see-my-data.md): Who has access to your financial data in Checkr Money, what the data provider can do with it, and the controls you have over it.
- [Is Checkr Money Safe?](https://help.checkrmoney.com/trust-and-safety/is-mytruv-safe.md): Learn about the security standards and protections that keep your data safe in Checkr Money.
- [How Your Data Is Protected](https://help.checkrmoney.com/security/how-your-data-is-protected.md): Learn about the security measures Checkr Money uses to protect your financial data.
- [Setting Up Face ID or Touch ID](https://help.checkrmoney.com/security/setting-up-face-id-touch-id.md): Use biometric authentication to lock Checkr Money on your iOS device.
- [Using a PIN](https://help.checkrmoney.com/security/using-a-pin.md): Set up and use a 4-digit PIN to lock Checkr Money on your iOS device.
- [App Lock Settings](https://help.checkrmoney.com/security/app-lock-settings.md): Configure how Checkr Money locks after inactivity on your iOS device.
- [Editing Your Profile](https://help.checkrmoney.com/settings/editing-your-profile.md): View and edit your profile in Checkr Money - name, email, and profile picture.
- [Verifying Your Email](https://help.checkrmoney.com/settings/verifying-your-email.md): Confirm the email address on an account you created with your phone number.
- [Logging Out](https://help.checkrmoney.com/account/logging-out.md): Sign out of your Checkr Money account on the web or in the iOS app.
- [Changing the App Theme](https://help.checkrmoney.com/settings/changing-the-app-theme.md): Switch between light, dark, and system appearance in Checkr Money.
- [Changing the App Icon](https://help.checkrmoney.com/settings/changing-the-app-icon.md): Pick a different Checkr Money icon for your Home Screen.
- [Notifications Inbox](https://help.checkrmoney.com/notifications/notifications-inbox.md): Review every alert Checkr Money has sent you, grouped by day.
- [About Notifications](https://help.checkrmoney.com/notifications/managing-notifications.md): Choose which financial alerts Checkr Money sends you and how you receive them.
- [Contacting Support](https://help.checkrmoney.com/settings/contacting-support.md): How to reach the Checkr Money team - email, in-app feedback, or from this Help Center.
- [Sending Feedback](https://help.checkrmoney.com/settings/sending-feedback.md): Tell the Checkr Money team what's working, what's broken, and what you wish existed.
- [API Keys](https://help.checkrmoney.com/settings/api-keys.md): Generate read-only API keys to connect Checkr Money to AI tools, scripts, and integrations.
- [Deleting Your Account](https://help.checkrmoney.com/security/deleting-your-account.md): Permanently delete your Checkr Money profile, and what to do about subscriptions before you do.
- [Subscription Plans](https://help.checkrmoney.com/billing/subscription-plans.md): How Checkr Money's Free and Pro plans compare, and how to upgrade.
- [Starting a Free Trial](https://help.checkrmoney.com/billing/starting-a-free-trial.md): Try Pro for 7 days before your first charge.
- [Promo Codes](https://help.checkrmoney.com/billing/promo-codes.md): Apply a promo code to your Checkr Money subscription on web or iOS.
- [Managing Your Subscription](https://help.checkrmoney.com/billing/managing-your-subscription.md): View your plan, change plans, and manage billing details on web or iOS.
- [Canceling Your Subscription](https://help.checkrmoney.com/billing/canceling-your-subscription.md): How to cancel your Checkr Money Pro subscription on web or iOS, when the cancellation takes effect, and what to know about refunds.
- [What Happens When I Cancel?](https://help.checkrmoney.com/billing/what-happens-when-i-cancel.md): What to expect after canceling Checkr Money Pro, how to undo it before your period ends, and what changes once the subscription actually ends.
- [Refund Policy](https://help.checkrmoney.com/billing/how-to-get-a-refund.md): Checkr Money does not offer refunds for subscription payments on web or the App Store.
- [Payment Methods](https://help.checkrmoney.com/billing/payment-methods.md): How to pay for your Checkr Money subscription on web and iOS.
- [Account Not Syncing](https://help.checkrmoney.com/troubleshooting/account-not-syncing.md): What to do when your connected account isn't showing recent transactions or updated balances.
- [Can't Find My Institution](https://help.checkrmoney.com/troubleshooting/cant-find-my-institution.md): What to do if your bank or financial institution isn't showing up in Checkr Money.
- [App Is Slow or Crashing](https://help.checkrmoney.com/troubleshooting/app-is-slow-or-crashing.md): Troubleshoot performance issues with Checkr Money on web and iOS.
- [Balance Doesn't Match](https://help.checkrmoney.com/troubleshooting/balance-doesnt-match.md): What to do when your Checkr Money balance doesn't match your bank's balance.
- [Wrong Transaction Category](https://help.checkrmoney.com/troubleshooting/wrong-transaction-category.md): What to do when a transaction is categorized incorrectly.
- [Income Not Showing](https://help.checkrmoney.com/troubleshooting/income-not-showing.md): What to do when your income or pay statements aren't appearing in Checkr Money.
- [Forgot My PIN](https://help.checkrmoney.com/troubleshooting/forgot-my-pin.md): How to regain access to Checkr Money on iOS if you've forgotten your PIN.
- [Using Checkr Money Offline](https://help.checkrmoney.com/troubleshooting/using-mytruv-offline.md): What works on iOS when you don't have an internet connection.
- [Common Questions](https://help.checkrmoney.com/troubleshooting/common-questions.md): Answers to frequently asked questions about Checkr Money.
- [API Overview](https://help.checkrmoney.com/api-reference/overview.md): Read-only API for accessing your Checkr Money financial data programmatically.
- [Errors](https://help.checkrmoney.com/api-reference/errors.md): API error codes and handling guidance
- [Pagination](https://help.checkrmoney.com/api-reference/pagination.md): How to paginate through large result sets
- [The User object](https://help.checkrmoney.com/api-reference/user/object.md): Authenticated user's name and contact details.
- [Get User](https://help.checkrmoney.com/api-reference/user/get-user.md): Get the current user's profile.
- [The Balances object](https://help.checkrmoney.com/api-reference/balances/object.md): Aggregated account balances across all connected financial institutions.
- [Get Balances](https://help.checkrmoney.com/api-reference/balances/get-balances.md): Get aggregated account balances (v2, ClickHouse-backed).
- [The Transactions object](https://help.checkrmoney.com/api-reference/transactions/object.md): Bank transaction history from connected financial accounts.
- [Get Transactions](https://help.checkrmoney.com/api-reference/transactions/get-transactions.md): Get bank transactions across all connected accounts (v2, ClickHouse-backed).
- [Get Transaction](https://help.checkrmoney.com/api-reference/transactions/get-transaction.md): Fetch a single transaction by id, including hidden and deleted rows.
- [Get Transactions Summary](https://help.checkrmoney.com/api-reference/transactions/get-transactions-summary.md): Return aggregate statistics for transactions matching the given filters (v2, ClickHouse-backed).
- [List Transaction Categories](https://help.checkrmoney.com/api-reference/transactions/list-transaction-categories.md): List the standard catalog followed by the user's custom categories.
- [Export Transactions](https://help.checkrmoney.com/api-reference/transactions/export-transactions.md): Export transactions as a CSV file (v2, ClickHouse-backed).
- [The Spending Analysis object](https://help.checkrmoney.com/api-reference/spending/object.md): Categorized spending breakdown with summary statistics.
- [Get Spending Analysis](https://help.checkrmoney.com/api-reference/spending/get-spending.md): Get spending analysis for the authenticated user (v2, ClickHouse-backed).
- [The Income object](https://help.checkrmoney.com/api-reference/income/object.md): Aggregated income report combining payroll and bank account sources.
- [Get Income](https://help.checkrmoney.com/api-reference/income/get-income.md): Get aggregated income report from all payroll and bank sources.
- [The Payroll Report object](https://help.checkrmoney.com/api-reference/income/payroll-report.md): Full income report for one connected payroll account.
- [Get Payroll Report](https://help.checkrmoney.com/api-reference/income/get-payroll-report.md): Get the income report for a specific payroll link.
- [The Recurring Transactions object](https://help.checkrmoney.com/api-reference/recurring/object.md): Recurring income deposits and recurring expenses identified across connected accounts.
- [Get Recurring Transactions](https://help.checkrmoney.com/api-reference/recurring/get-recurring-transactions.md): Get recurring transactions (v2, ClickHouse-backed outflows + Core API inflows).
- [The Balance History object](https://help.checkrmoney.com/api-reference/balance-history/object.md): Historical balance time series showing assets, liabilities, and net worth over time.
- [Get Balance History](https://help.checkrmoney.com/api-reference/balance-history/get-balance-history.md): Get historical balance time series (v2, ClickHouse-backed).
- [The Liabilities object](https://help.checkrmoney.com/api-reference/liabilities/object.md): Credit card balances, loan amounts, and other liabilities from connected accounts.
- [Get Liabilities](https://help.checkrmoney.com/api-reference/liabilities/get-liabilities.md): Get aggregated liabilities (v2, ClickHouse-backed).
- [The Credit Snapshot object](https://help.checkrmoney.com/api-reference/credit/object.md): Credit score and credit report for the user's connected credit history.
- [Get Credit Snapshot](https://help.checkrmoney.com/api-reference/credit/get-credit-snapshot.md): Get the credit report snapshot for the authenticated user.
- [List Credit Snapshots](https://help.checkrmoney.com/api-reference/credit/list-credit-snapshots.md): List the authenticated user's stored credit snapshots, newest first.
- [The Links object](https://help.checkrmoney.com/api-reference/links/object.md): Connected financial institutions and payroll providers.
- [Get Links](https://help.checkrmoney.com/api-reference/links/get-links.md): List all connected account links.
- [What's New](https://help.checkrmoney.com/changelog.md): Stay up to date with Checkr Money product updates, new features, improvements, and bug fixes.

## OpenAPI Specs

- [openapi](/openapi.json)

## Optional

- [Sign up for free](https://app.checkrmoney.com)
- [Download iOS app](https://apps.apple.com/us/app/id6757509490)


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