Skip to content
treeline

Quick Start

This guide walks you through Treeline’s core features. By the end, you’ll understand how accounts, transactions, and queries work together.

The Desktop App

Section titled “The Desktop App”

Treeline has three main views in the sidebar:

  • Accounts - View all your accounts and balances. Click an account to see its transactions.
  • Transactions - Search and filter across all transactions. This is where you categorize with tags.
  • Query - Write SQL queries against your DuckDB database for custom analysis.

Demo Mode

Section titled “Demo Mode”

Want to explore without importing real data? Enable demo mode in Settings > Integrations > Demo Mode. This generates realistic sample transactions so you can experiment freely. Your real data (if any) remains untouched in a separate database.

Tagging Transactions

Section titled “Tagging Transactions”

Tags categorize your transactions. Unlike rigid categories, a transaction can have multiple tags.

To tag transactions:

  1. Select transactions in the Transactions view
  2. Press t or click the tag icon
  3. Type a tag name and press Enter

Tags are created on-the-fly - no need to define them first.

Auto-tagging: Right-click a transaction and choose “Create rule from…” to automatically tag similar transactions in the future.

What’s Next

Section titled “What’s Next”