Moneytree

View and manage your financial data from Moneytree directly in Raycast. Quick access to credentials, accounts, balances, transactions, and categories without leaving your workflow.

Features

List Credentials

View all your connected financial institutions grouped by type: Banks, Credit Cards, Investments, Digital Money, Points, and Others. Each credential shows the total balance across its accounts. Filter by type using the dropdown.

List Accounts

Browse individual accounts grouped by credential/institution. Each account shows its type and current balance. Filter by credential using the dropdown.

List Transactions

Search and browse transactions grouped by month. Transactions show the day of the month, a category icon, description, account name, and amount (color-coded for income/expense).

• Search: Type in the search bar to search server-side across 6 months of transactions
• Filter: Use the account dropdown to filter by account
• Launch Argument: Pre-fill a search query before opening
• Pagination: Scroll down to automatically load more
• Edit: Update a transaction's custom description or category

List Categories

Browse Moneytree categories grouped by parent category. The filter defaults to Custom and can switch between Custom, All, and Built-in categories. Create a custom child category from any parent category, or from an existing child category under the same parent. Edit custom category names, parent categories, and icons.

List Budgets

View synced category budget limits alongside current-month spending and percentage used, plus a total across all budgets. As in the Moneytree app, each budget counts only transactions in its own category, so a parent category's budget does not include its subcategories. Sort by percentage used, amount spent, limit, or name, and filter to over-budget or nearly used budgets. Press Enter for a budget detail with a searchable list of this month's transactions and a chart showing the amount left or over budget, this month's spending against the limit, the average over the previous 12 completed calendar months, and last month's spending. The average is shown only when all 12 monthly periods are available; it is not necessarily Moneytree iOS's own average. Edit via the action panel or the standard edit shortcut; create a new limit for an expense category without one, or delete a limit after confirmation. Writes re-read saved budgets to check the result. Spending does not reconcile household reimbursements, credit card settlements, or prepaid card top-ups.

Note: Budget spending has not been tested with a Moneytree custom spending cycle whose month ends on any day other than the 30th. Figures may differ from the Moneytree app in that case.

Ask Moneytree

Ask Raycast AI about your Moneytree data using the extension's tools:

• Search transactions by merchant, date range, account, or description
• Inspect credentials, account balances, and connection status
• Browse Moneytree categories and custom subcategories
• Update specific transactions' descriptions or categories
• Create custom subcategories under existing Moneytree categories
• List category budget limits and create, update, or delete them on explicit request

AI tools that update transactions, categories, or budgets mutate your Moneytree data. Suggestions and budget plans alone do not save limits. The extension uses the same endpoints as Moneytree's web and mobile apps. They aren't a documented public API and may change. Saved limits and spending come from separate responses; if the spending response is unavailable, the saved limit remains visible.

Setup

1. Install the extension
2. Set your Moneytree email and password in extension preferences
3. Enable "Auto Re-login" (recommended) to keep the session alive

Security

• Encrypted credentials: Email and password are stored in Raycast preferences, secured by your system Keychain (macOS) or Credential Manager (Windows)
• Secure tokens: OAuth tokens are encrypted in system-level secure storage
• Direct communication: All API calls go directly to Moneytree servers — no third-party services involved
• Limited writes: The extension can update transaction descriptions/categories, create or edit custom subcategories, and manage category budget limits
• Local caching: Data is cached locally and expires after a few minutes
• No data collection: Nothing is collected or shared — your information stays between you and Moneytree
• Open source: The source code is available for review

Disclaimer

This is not an official Moneytree product. It is an independent, open-source project not affiliated with, endorsed by, or supported by Moneytree. Use at your own risk. Moneytree may change their API at any time, which could break this extension.

License

MIT