Features / Budgets & rollovers

Budgets that come from your history, not a template

Budgeteer Pro drafts your budget from months of your real spending — conservative statistics, category by category — and you approve every line before anything is set.

Derived, not guessed

The proposal engine uses your actual monthly history with confidence bands and a plain-English reason for every number. Accept all, tweak, or skip line by line.

Adjustments, never surprises

When spending shifts, budgets you accepted from a draft get a suggested adjustment to review. Budgets you set by hand are never touched — your number is your number.

Rollovers that carry honestly

Per-category rollover policies carry surplus (or overage) into the next month, so a light month buys real headroom instead of vanishing.

Annual bills read as on-plan

A yearly premium paid up front doesn't blow up its month. Smooth it into a monthly reserve, and the payment month shows 'annual bill · on plan' instead of red.

The result is a budget you can actually defend — because every line traces to your own history.