Treeline

Plans and prices

Every plan, in full

On the record

Account sync

bothtreeline.money · read 22 Sep 2026

AI integrations

Treeline offers a local MCP server and CLI integrations for Claude Desktop, Claude Code, Gemini CLI, OpenClaw, and other compatible MCP clients.treeline.money · read 12 Oct 2026

Bank sync

Automatic bank sync is available through SimpleFIN and Lunch Flow, while CSV import works with any bank.treeline.money · read 12 Oct 2026

Bank sync limits

SimpleFIN supports most US and Canadian banks; Lunch Flow supports thousands of banks across the US, Canada, EU, UK, Brazil, and Asia.treeline.money · read 12 Oct 2026

Budgeting tools

Yestreeline.money · read 22 Sep 2026

Encryption

Database encryption is optional, and the documentation says the database file is encrypted at rest when encryption is enabled.docs.treeline.money · read 12 Oct 2026

Local data

Treeline stores financial data in a DuckDB file on the user's computer and says it does not see the data.treeline.money · read 12 Oct 2026

Maker

The site credits Zack Schrag as the maker of Treeline.treeline.money · read 12 Oct 2026

Net-worth tracking

Yestreeline.money · read 22 Sep 2026

Notable limitation

Claude Desktop can query and analyze data, but connecting a bank and importing transactions require the desktop app or CLI.treeline.money · read 12 Oct 2026

Optional remote access

Syncing between devices and remote AI access are in beta and run through a hub the user hosts; server costs depend on the user's hosting.treeline.money · read 12 Oct 2026

Plugins

Plugins add capabilities such as budgeting, emergency-fund estimates, savings goals, recurring-charge detection, cash-flow planning, and net-worth tracking.treeline.money · read 12 Oct 2026

Product

Treeline is an open-source personal finance app built around a local DuckDB database.treeline.money · read 12 Oct 2026

SQL access

The local database can be queried through the built-in SQL interface, CLI, notebooks, Python, or other DuckDB-compatible tools.docs.treeline.money · read 12 Oct 2026

Support

Treeline is in beta, and its download page directs users to Discord for help, updates, and feedback.treeline.money · read 12 Oct 2026

Transaction management

Users can tag transactions, create automatic categorization rules, split transactions, hide duplicates, and search across transactions.treeline.money · read 12 Oct 2026

Who it is for

The maker describes Treeline as a foundation for people who want to tinker with and ask custom questions of their financial data.docs.treeline.money · read 12 Oct 2026

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