Know what’s left after bills.
Bring your accounts, paydays and bills into one plan. See your expected cash balance and review the spending behind it, on your own or with your household.
- $24,860
- today
- +$8,900
- income due
- −$9,240
- bills due
Illustrative sample household, not a real position.
Then it shows its work.
In your cash-flow plan, open a day to review the bills and income behind its estimate. The example above uses made-up figures. Take the guided demo to inspect a complete set of sample records.
See where your money went
Review transactions, correct a category and split a purchase across the things you bought.
Bills before they land
Add bills and paydays yourself, or review recurring activity suggested from connected accounts.
Plan together, keep your privacy
Share selected cash accounts and a monthly plan with up to five people in total. Your other records stay private.
Your bank password never touches BudgetR.
- Your choice
- connect a bank or enter accounts manually
- Your privacy
- choose which accounts your household sees
- Try it first
- explore the demo with sample data
Start with Personal.
Accounts, bills, spending, cash-flow planning and debt payoff. Includes selected household account sharing and a joint monthly plan.
Take the guided demoEverything in Personal, plus year-round tax inputs, projections and review exports.
Compare TaxEverything in Tax, plus Schwab sync, risk metrics, fee schedules and gamma views.
Compare TraderVerify your email and request access. A trial begins after approval; paid subscriptions are not open yet. Household members share Personal access while the original payer has an eligible plan. Tax and Trader access stays with that subscriber.
Find your low point.
Explore accounts, bills and a cash-flow plan using sample data. When you start your own plan, connect a bank or enter it manually.
Take the guided demoContact
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