Secure bank connection
Connect a Canadian or US bank securely through Plaid. The connection is read-only, so Taffy can pull transactions in but cannot move money.
Taffy
Taffy is an iPhone spending tracker that lets you connect a Canadian or US bank through Plaid and sort transactions into buckets by tapping through them. It is designed for quick, after-the-fact spending review rather than traditional budget planning.
Overview
Taffy is an iPhone app for sorting personal spending after the fact. Instead of building and maintaining a budget, it lets you connect a bank account, review transactions one by one, and place each charge into a bucket.
The app is built around a fast workflow: connect your bank through Plaid, tap through a deck of transactions, and then review where your money actually went across categories, time ranges, and merchants.
Core features
Tap-to-sort transactions
Each transaction appears as a card that you sort by tapping a category button. The interface is designed to turn transaction sorting into a quick review step.
Auto-tag common merchants
Frequent purchases can be auto-tagged after you have categorized them before, which reduces repeated work over time.
Category-based spending summary
See spending by category with totals sized by what you spent and compared against last month. The summary is designed to show where money went at a glance.
Spending history views
Move from this week to this year to all-time and review month-to-month breakdowns, spending charts, top merchants, and totals in one place.
Common use cases
Quick personal spending review
Useful for someone who wants to review a stack of transactions quickly and organize them without setting spending limits or maintaining a budget calendar.
Category-level spending analysis
Helpful when you want to see how much went to groceries, dining, or other categories over a recent period and compare it with last month.
Repeat-merchant tracking
Good for users who want to keep tabs on recurring merchants, since repeated purchases can be auto-tagged after initial sorting.
Long-term spending history
Suitable for people who want a broader view of their spending history, including week, month, year, and all-time breakdowns.
Mobile bank-connected sorting
Relevant for iPhone users who want a read-only way to connect a Canadian or US bank and inspect transactions in a simple tap-based flow.
Pros and Cons
Pros
- Fast, low-friction workflow for categorizing recent transactions.
- Read-only bank connection through Plaid limits transfer risk.
- Automatic tagging of frequent purchases can save time on repeat transactions.
- Category summaries and time-range views help users review spending patterns without creating a traditional budget.
Cons
- The source only confirms App Store availability on iPhone, so broader platform support is not shown.
- Pricing details are not available on the main pages provided, beyond a note that the app is free to download.
- The source does not provide a detailed list of supported banks beyond Canadian and US banks connected through Plaid.
FAQ
What does Taffy do?
Taffy is a personal spending app for iPhone. You connect a Canadian or US bank through Plaid, then sort transactions into buckets by tapping categories.
Is Taffy free?
The source states that Taffy is free to download on the App Store.
Which banks does Taffy connect to?
Taffy supports any Canadian or US bank securely via Plaid, and the connection is read-only and bank-grade.
How does the workflow work?
After connecting your bank, Taffy shows transactions as cards that you sort one by one with taps. It then shows category totals, comparisons against last month, and spending views from week to year to all-time.
Quick Facts
- Category
- Personal finance / spending tracker
- Platform
- iPhone
- Bank connection
- Canadian and US banks via Plaid
- Pricing
- Free to download on the App Store
- Website
- taffybuckets.com
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