Moneytree
View your financial data from Moneytree directly in Raycast. Quick access to credentials, accounts, balances, and transactions 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
Setup
- Install the extension
- Set your Moneytree email and password in extension preferences
- 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
- Read-only: The extension only views data — no transfers, payments, or modifications
- 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
