You’ve been burned before. You downloaded an app, tried to connect your bank, got an error, manually imported a CSV file, watched the categories get all mixed up, and gave up by Thursday. Same story, different app.
Real bank syncing — the kind that actually works, stays connected, and updates in real time — is non-negotiable. Without it, a budgeting app is just a fancy spreadsheet.
Jelli Uses Plaid — The Gold Standard
Jelli connects to your bank through Plaid, the same secure bank-linking technology used by thousands of financial apps and trusted by major institutions. If your bank has a mobile app, Plaid can almost certainly connect to it.
When you link your account, Jelli reads your last 12 months of transaction history immediately. That data is what the AI uses to build your initial budget — so your setup is based on real numbers from day one.
“Jelli sees your transactions as they hit your account. No manual imports. No CSV files. No end-of-day sync. Your Budget Available updates the moment a purchase lands.”
Real-Time Means Real-Time
Every transaction that posts to your connected bank account or credit card shows up in Jelli’s Unassigned Transactions list automatically. You tap it, assign it to the right JelliJAR, and your Jar balance updates instantly.
Jelli even gets smarter as you go. When you assign a transaction from a merchant, it remembers. The next time you shop at the same place, it suggests the same Jar. Over time, most assignments become one-tap habits.
Your Data Is Secure
Plaid uses bank-level encryption. Jelli never sees your banking credentials — just the transaction data needed to keep your budget accurate. Connection is secure. Data is protected. You stay in control.
Jelli’s bank sync actually works — because it’s built on the same infrastructure the financial industry runs on. Connect once and your budget stays alive on its own.
Jelli — Live in the App Store. Starting at $3.99/month with the first month free.
