Tresi

Tresi · support

Support

One address, one person, no ticket number

Email rortiz@tresi.app. That is the whole support system. A person reads it and usually replies within two business days.

Email support Delete your account

If something is broken

Include these and there is a good chance the first reply is a fix rather than a question:

  • What you did, what you expected, and what happened instead.
  • Your platform and version: iOS, Android, or the web app.
  • The email address on your account, so we can find it.
  • Roughly when it happened, which helps us find it in the logs.

Please never send us your bank username, password, one time code, or full account number. We will never ask for any of them, and we have no use for them. If anyone claiming to be Tresi asks you for those, it is not us.

Questions that come up

A transaction is missing

Tresi pulls new transactions when your bank tells Plaid there are some, which is usually fast but occasionally lags by a day. Pending charges also change after they settle, sometimes including the merchant name and the amount. If something is still missing after a day, pull to refresh, and if it is still missing after that, email us.

A category is wrong

Correct it in the app. That correction is final for that merchant, and nothing automatic will ever overwrite it later. If Tresi is genuinely unsure about a transaction it will not guess, it will put it in the review queue for you to settle in one tap.

My bank connection stopped working

Banks expire connections periodically, and some require you to reauthorise every few months. Reconnect the institution from inside the app. If your bank is not offered at all, that is a Plaid coverage question rather than a Tresi one, but tell us anyway so we know.

A receipt did not match a charge

Receipt matching waits for the charge to arrive, so a receipt from an hour ago may sit unmatched until the transaction posts. You can always attach it to a transaction by hand.

How do I cancel my subscription?

If you subscribed through the App Store or Google Play, cancel it in your Apple or Google account settings, because those stores own the billing and we cannot cancel it for you. If you subscribed directly with us, cancel in the app under Settings, or email us and we will do it. Details are in the terms.

How do I get my data out?

Email us from your account address and we will send you a machine readable export of everything we hold, within 30 days and at no cost.

Can Tresi move my money?

No, and it never will. Tresi is read-only. It can see your transactions and balances, and it cannot make a payment, move funds, or take any action on a connected account.

Reporting a security problem

If you have found a vulnerability, please report it privately to rortiz@tresi.app before disclosing it anywhere. Details of what we promise in return are on the security page.

Privacy requests, data access, deletion and anything covered by the GDPR or CCPA go to the same address. See the privacy policy for what you are entitled to ask for.