Everything you're wondering about Trellis — connecting your accounts, sharing with your family, and how the pieces fit together. Can't find your answer? Email us at [email protected].
Trellis connects to your bank securely through Plaid and pulls in transactions automatically. Each transaction is categorized and tracked against your monthly budget, so you always know where you stand.
Open the Profile tab and scroll to Connected Accounts, then tap Add account to securely link another bank through Plaid. Essentials includes one bank connection — Family+ lets you connect all your accounts.
Banks occasionally ask you to log in again. If a connection shows "Login expired" under Profile > Connected Accounts, tap Reconnect next to it. You can also tap the sync icon on any connection to pull in the latest transactions.
Yes. Bank access is read-only, your data is encrypted in transit and at rest, and we never sell your personal information. Your bank login is handled by Plaid and never touches our servers. Read more on our Security page.
When you join, Trellis builds a personalized budget from your income, household size, and your own spending history. You can adjust categories and limits any time from the Budget tab.
Yes! Trellis is built for households. From the Profile tab, tap Manage members to invite your partner, or Join a family if they've already sent you an invite code. You'll share a budget, transactions, meal plans, and shopping lists.
Open Funds from the Home tab. Link your bank, credit, and investment accounts, or add assets like your home or car manually, and Trellis tracks your net worth over time and shows what's driving changes.
Trellis helps you plan meals for the week. Create your own recipes, import them from a URL or photo, or let AI suggest meals based on your family size, budget, and preferences. Planned meals automatically generate a shopping list.
The Pantry tracks ingredients you have at home. When planning meals, Trellis checks your pantry so your shopping list only includes what you actually need. You can also find meal ideas from ingredients you already have.
From the Home tab, scroll to the Deals section. Trellis shows current deals from stores near your zip code. You can add deals straight to your shopping list and set alerts for items you buy regularly.
When you plan meals for the week, Trellis estimates calories, protein, carbs, and fat for each day. Open the Nutrition screen from the Home tab to see your weekly breakdown.
Set a target amount and Trellis will create a plan to help you get there. Track your progress from the Budget tab and get tips on how to save faster based on your spending patterns.
Yes! Sign in with the same account on any device — iPhone or Android — and your data syncs automatically.
New members get full access for the rest of the current month plus the next full month — no credit card required. When the trial ends, choose the plan that fits your family from the Profile tab.
Subscriptions are managed through the App Store (iOS) or Google Play (Android). Go to your store's subscription settings to cancel or change your plan.
Go to Settings > General > Delete Account in the app. This permanently removes all your data and revokes your bank connections. This action cannot be undone.
Curious how we protect your data? Read our Security overview, Privacy Policy, and Terms of Service.