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How 7 Truebill Team Members Use Truebill

June 3, 2022

As of June 2022, Truebill has over 3 million users who use the app to manage their finances, cancel subscriptions, and improve their financial health.

But what about the makers of Truebill themselves?  

We asked 7 team members how they use Truebill to manage their finances – for themselves or their families – and the responses did not disappoint! Some fun, some serious, but all real.

We hope you enjoy them, from our Truebill family to yours.

“I live, laugh, love smart savings” 💙

Christie Baer, Customer Support

  • Years at Truebill: 1
  • Favorite Truebill feature: Smart Savings  
  • Favorite Truebill tip: Use the new rules feature! You can create a rule based off the name, amount, etc. to customize your account even more.
  • How Christie uses Truebill:  
I am beyond thankful for my Smart Savings account with Truebill. Since the account isn’t tied to my [regular] bank account, I wasn’t tempted to use it when I hit my original savings goal…to buy my wife a nice gift. Instead, we were in a pretty bad living situation and had to move out really quickly. Luckily, I was able to transfer the funds and use the money for moving expenses. I was so grateful that I didn’t have to worry about the moving cost, and instead was able to focus on my little family and making sure they were all set during the move and in our new living situation. We were able to hire movers, buy new furniture and even had enough left over to use for the down payment on our new apartment. Smart Savings not only helped me save money, but it saved me a lot of stress and anxiety during a tough situation.

Did you know?

You can save two different ways with Truebill's Smart Savings: 1) you can specify how much and how often you’d like Truebill to transfer money to your savings account, or 2) you can select “autopilot” and we'll automatically save for you, little by little, based on your spending.

“It helps me put that kind of spending into perspective” 🤔

Daniel Dixon, Customer Support

  • Years at Truebill: 2
  • Favorite Truebill feature: custom categories  
  • Favorite Truebill tip: You can view how many transactions match a current rule by going to the Rules screen (find it by clicking the gar icon, then "Categories and Rules"). It's a quick way to see how often a rule has been applied.
  • How Daniel uses Truebill:
I love using Truebill to track my spending, especially custom categories, transaction rules, and splitting transactions. I use custom categories for most purchases. I have a custom category called "random" that I use to track purchases for things that I didn't need to purchase or were an impulse buy, like purchasing toothpaste on each of my last three grocery store runs because I forgot that I had already bought extra. It helps me put that kind of spending into perspective and focus on improving. Splitting transactions also helps me get granular with my costs, which is great since I have four housemates… some things I buy for myself, and some for the house. Transaction rules make it incredibly easy for me to assign purchases to the right custom category, with very little effort.

Did you know?

You can quickly recategorize a transaction in any list, super quick, by pressing the category icon without having to dive deep into the details of an individual transaction. Visit the Dashboard or Spending tab to test it out!

“It’s super helpful if you’re trying to spend less in one area and make sure you’re tracking towards that goal” 🙌

Alex Caffee, Marketing  

  • Years at Truebill: 2 (in August!)
  • Favorite Truebill feature: the Spending tab
  • Favorite Truebill tip: You can change the date on your income or any transaction if you want to associate it with a different date or month. For example, if you get paid on the 31st but want to attribute that to the current month’s spend, you can do that.
  • How Alex uses Truebill:
My husband and I have a joint checking account and credit cards that we only use for joint expenses, which we both contribute to based on our income levels. Using Truebill, we set budgets for things we want to make sure we’re consistent on (dining out, groceries) and track how much we have left for savings each month using the spending tab for our joint savings. We then go through our spending once a month on the web version [of Truebill] because it’s easier for two people to look at, at the same time. I love how on web, it shows you how you’re trending on your budget month over month! It’s super helpful if you’re trying to spend less in one area and want to make sure you’re tracking towards that goal.

Did you know?

You can view spending trends across categories within the Truebill app or on web! To view within the app or web version, simply click the category icon or title – for example, groceries – to view a graph of your spending month over month.

“One unreal week in Costa Rica, 0 dent to my bank account” 🌴

Claire Graybeal, Design

  • Years at Truebill: 1 year
  • Favorite Truebill feature: Smart Savings... "but I also love, love, love custom categories”  
  • Favorite Truebill tip: You can assign Venmo payments to different or custom categories to keep track of expenses in a particular area. 
  • How Claire uses Truebill:
I recently used Truebill to plan and pay for a trip to Costa Rica! I keep Truebill’s Smart Savings on autopilot all the time and already had about $800 in my account when I decided to book the trip back in November. That $800 was clutch because it allowed me to pay for flights and the Airbnb deposit without a huge hit to my personal savings. By having Smart Savings on the autopilot setting, it was making small transfers here and there, even when I left it alone. By the time I showed up to the airport months later, I had another $800 saved! My trip was a week- long and my smart savings covered eating out, drinks, and surfing lessons. When I got home, I categorized everything under “vacation” to see the total and split it with my partner. She reimbursed me through Venmo, which I also categorized as “vacation” and voila: I had everything I spent on the vacation in one place. One unreal week in Costa Rica, 0 dent to my bank account.

Did you know?

You can use Truebill smart savings to save for over 11 different categories or create your own custom savings goal! Simply select “custom” when setting up your goal in smart savings. To start your own smart savings account, click the 3x3 grid icon in the top right of the Dashboard tab. Coming soon to web!

“I felt like an accountant” 🕵️

Alon Wertheimer, Marketing   

  • Years at Truebill: 4
  • Favorite Truebill feature: the Spending tab
  • Favorite Truebill tip: You can view where you spend the most of your money by checking out the “Frequent Spend” area at the bottom of the Spending tab. 
  • How Alon uses Truebill:
The recurring screen, along with notifications about subscriptions, has been a godsend for me. I'm one of those streamer-jumpers, that signs up for a service to watch a specific series and often forget to cancel that service when I'm done. I also used the recurring screen to help my parents find a bunch of subscriptions they'd been "using for years" like LinkedIn and some random newspapers. I sat with them and did a mini audit (I felt like an accountant) and one by one cancelled them all.
Truebill's notifications also helped me figure out that Netflix was double charging me. Apparently, I was being charged for a second Netflix subscription. For me, Truebill is really about awareness. I like being intentional and knowing where my money is going helps me feel like I'm aware and intentional with my spending.

Did you know?

You can find a monthly calendar view of your subscriptions and recurring expenses by clicking the calendar icon on the top right of the Recurring tab.

“That single find saved me over $500 per year!” 💰

Haroon Mokhtarzada, CEO

  • Years at Truebill: 6
  • Favorite Truebill feature: transaction rules
  • Favorite Truebill tip: You can use the payday view (top right on the Recurring tab) to see when you get paid and make sure you can pay all my bills before your next paycheck.
  • How Haroon uses Truebill:
Since the day we first turned it on, Truebill has saved me from subscriptions I no longer need. When we first launched the app in 2015, I immediately found that I'd been paying for a security system on a home I had already moved out of! That single find saved me over $500 per year! More recently, I had purchased a monthly vitamin subscription but wasn’t really taking them, which my wife noticed and suggested I cancel. Honestly, the vitamins were from a newer company, and I wasn’t sure Truebill would be able to cancel them from me, but I used the app – and it worked! By cancelling that subscription, Truebill saved me $89 per month. This is just my story but millions are benefiting from Truebill every day.

Did you know?

Truebill has cancelled over 500 different types of subscriptions throughout the year for users, including gym memberships, streaming services, subscription boxes and more. To get started, click the 3x3 grid in the top right corner of the Dashboard tab.

“I get a dopamine rush every time I check “Left for Savings” 😊

Amy Feeser, Customer Support

  • Years at Truebill: 2
  • Favorite Truebill feature: the Net Worth feature
  • Favorite Truebill tip: You can add and track free trials by tapping the plus sign on the upper right corner of the Recurring tab.  
  • How Amy uses Truebill:
I love Truebill's budgeting feature! I get a rush of dopamine every time I check my "Left for Savings" at the end of each month & categorizing my transactions for budget optimization is a weekly rhythm I look forward to now. Before Truebill, I used to hoard my money in my savings in fear of the next big emergency. Truebill’s structure helps me break that scarcity mindset and habits I had from earlier experiences. Now I have a healthy balance of allotting funds for my needs AND wants while also feeling prepared if any hardships come my way!

Did you know?

In the current month, your spending tab will show you “What’s left for spend” in relation to your budget, but at the end of the month, this changes to “What’s left for savings” to help you put some extra money towards your goals – or whatever else you’d like to treat yourself!

Check out all the features mentioned 📲

Curious where you can find all the features, tips and tricks mentioned in this post? No problem, we've gathered them all here 👇