Privacy-first money management

Take control of your money with clarity and ease.

Budgeteer Pro combines real-time sync with thoughtful automations so you can track accounts, monitor budgets, and plan for what comes next—all in one calm dashboard.

Bank-level encryptionReal-time syncCollaborative budgeting
Dashboard overview
See every account, budget, and goal in one place.
Live sync
Total balance$24,980.18
Budget healthMonth of May

Income

+$8,400

12% vs last month

Spending

-$5,180

8% vs last month
Upcoming goalsAuto-save enabled
  • Emergency fund$4,200 / $5,000
  • Vacation escape$1,850 / $2,400
Built for modern money teams

Everything you need to steer your finances with confidence.

Budgeteer Pro replaces scattered spreadsheets with an all-in-one workspace that combines banking, budgeting, and forecasting. Bring your household, business, or collective together around shared goals.

Accounts in sync
Connect every bank and card to keep your balances current without spreadsheets.
Shared budgets
Invite partners or housemates to collaborate on spending plans in real time.
Smart insights
Spot trends instantly with dashboards that surface upcoming bills and savings gaps.
Real-time analytics

Your financial control room

Watch every budget update live as transactions land. Trigger automations or adjust targets instantly.

Average monthly savings

18%

Bills on autopay

92%

Shared budget members

3

Goals achieved

27

A calmer way to budget

Loop through a simple rhythm every month.

Plan, track, and improve in a continuous loop. Automations keep budgets humming while you stay focused on what matters.

1
Plan
Craft budgets with envelopes, rollovers, and smart targets.
2
Track
Pull in transactions automatically and tag them with one tap.
3
Improve
Receive coaching nudges when you drift from the goals that matter most.
Simple pricing

Start free today—upgrade when you need more.

Your first 60 days include every feature. No credit card required to try Budgeteer Pro with your real data.

Beta

Free while we refine the experience

Lock in early insights and help shape the roadmap.

  • Unlimited accounts & budgets
  • Collaborative workspaces
  • Automated savings rules & alerts
$0

during beta

Get started

No credit card required. Cancel anytime.

    Budgeteer Pro