One shared budget. Two people.
The same truth.
Budgeteer Pro is a CPA-built workspace for couples and households. Shared bills, private spending, and numbers both people can trust — before the month gets away from you.
One household picture
One household budget. No second spreadsheet.
Shared vs private
Joint bills stay joint. Personal spending stays personal.
Review what needs attention
Bank sync is optional. Review suggestions and correct auto-filed activity.
Built for households that need one honest picture
Replace two versions of the month with one workspace. Invite your partner. Keep some accounts private. Close the books without the fight.
Household invite
Bring your partner into one budget. Shared accounts for the house. Private accounts for personal spending. Autonomy without a second set of books.
Shared vs privateReview queue
Familiar activity can be filed automatically. Review uncertain categories, inspect auto-filed transactions, and correct the rules that guide future activity.
Review and correctHonest math
Cent-level splits. Transfers that don’t fake spending. Monthly budgets with rollovers, savings goals, and debt payoff that stays consistent.
Books that closeConnect once, then close the month with confidence.
Transactions arrive on their own, matched against the recurring items you already track. You spend the month deciding, not typing — and end it knowing the books tie.
- 01
Link your accounts
Read-only connections only — or import a CSV if you would rather not link at all.
- 02
Detection proposes, you approve
Rules and recurring detection do the sorting; you confirm the handful that need a human.
- 03
Close the month together
Safe to spend, category trends, and a monthly close that confirms the numbers reconcile.
Works shared. Works solo.
Households sharing money
- Shared categories and budgets, live for both of you
- Private accounts stay private — everywhere in the app
- Split transactions between people or accounts
- A guided monthly close you can work through together
Solo power budgeters
- Keyboard-fast entry and bulk categorization
- Reserves for annual and quarterly bills, funded monthly
- Debt payoff plans with real projected dates
- Export anything, any time — it stays your data
Free to budget. Premium to stay in sync.
Manual accounts, household sharing, budgets, analytics, savings goals, debt plans, and CSV imports stay free. No credit card required.
Premium is available now on the web for automatic bank transaction imports and balance updates. New households get a 14-day no-card trial. When it ends, choose a paid plan to keep syncing or keep budgeting for free.
Premium: $5.99/month or $49.99/year.
Free plan
$0
all core features included
Start freeIncludes a 14-day Premium trial. It ends without an automatic charge. Choosing a paid plan starts billing immediately.
See the tools behind the monthly routine
Built for households. Works for you on your own, too. This real app preview uses fictional demo data.
Compare all features · The native iPhone app is in TestFlight beta. Contact us for access.