Software | Budget Banking

Watch a 60 second intro to the Budget Banking Software

Recording
your Income

We capture your aftertax income and understanding how you get paid (1st and 15th, bi-weekly or monthly )is key to managing your cashflow. We do all the work and you can add all types of revenue.

Build your Budgets

You can have unlimited budgets and use our quick click to add line items and capture information.

Quickly enter monthly or annual expenses and we will convert them for you.

Deposits

The key to purpose driven banking is having your paycheck distributed among your accounts.

We do the math based on the frequency of your paychecks.

With Premium you receive these additional features

Planning

Want to save and forecast for vacation or home improvement projects. The planning module will let you plan for trips and show how purchasing items in advance like plane tickets, hotels, cars and activities will impact your cashflow.

Partner Accounts

Want to use Budget Banking with your Spouse,
Boyfriend, Girlfriend or partner?

Quickly invite them and they will have access to the same account. You can remove them at any time.

Want full Service? With concierge, enjoy 2 additional benefits

Real Support

Have questions? Create a support ticket and we will assist you.

25 Min Live Session

You don't have to do it alone. We will spend 25 min on a zoom call answering your questions and helping you get Budget Banking up in no time!

No Monthly Fees
Pay Once, Use Forever

Pick a plan that works best for you

Features Budget Lifestyle Budget Premium Budget Concierge
Price ($) $ 9.49 $ 14.95 $ 89.99
Pay Once, Use Forever
Incomes
Deposits
Budgets
Resources
Spouse/Partner Unique Login
Planning (Vacations and Repairs)
Support Tickets
25 min Live Onboarding Assistance
Choose plan Most Popular Choose plan
Budget Lifestyle
$

9.49

  • Checkmark Pay Once, Use Forever
  • Checkmark Incomes
  • Checkmark Deposits
  • Checkmark Budgets
  • Checkmark Resources
Budget Premium
$

14.95

  • Checkmark Pay Once, Use Forever
  • Checkmark Incomes
  • Checkmark Deposits
  • Checkmark Budgets
  • Checkmark Resources
  • Checkmark Spouse/Partner Unique Login
  • Checkmark Planning (Vacations and Repairs)
Budget Concierge
$

89.99

  • Checkmark Pay Once, Use Forever
  • Checkmark Incomes
  • Checkmark Deposits
  • Checkmark Budgets
  • Checkmark Resources
  • Checkmark Spouse/Partner Unique Login
  • Checkmark Planning (Vacations and Repairs)
  • Checkmark Support Tickets
  • Checkmark 25 min Live Onboarding Assistance

Frequently Asked Questions

Absolutely not. We're committed to relieving, not adding to, your financial stress. Every package is a one-time purchase, granting you perpetual access for continuous budgeting refinement.

Absolutely not. Your security is paramount, which is why our software is a self-contained system that thrives on manual entry for ultimate privacy. You have full control, manually crafting your budgets to best reflect your financial landscape. For ease of management and to ensure precise allocation of funds, you can note the last four digits of your bank account numbers within our platform. This feature is designed for your convenience, enabling you to navigate deposits effortlessly, all while providing an additional layer of verification without compromising the safety of your banking details. Our platform's design merges simplicity with the robust safety measures you deserve.

 

 

 

Our software is crafted with families in mind, be it an individual or multiple members. If someone contributes to the household income, we can incorporate them. Plus, we offer distinct logins for up to two more family members.

Not at all. Upgrading means you'll only be covering the price difference between the two packages.

We prioritize your security. Your banking details aren't stored on our platform. Instead, we allow you to identify accounts by their last four digits, streamlining your deposit processes.

Your privacy is paramount to us. We never sell or distribute your data beyond our parent company, Public Products.

As we can't gauge the extent of software utilization post-purchase, we're unable to process refunds. We appreciate your understanding.

Account deactivation is simple. Head to your account settings and opt to delete your account. Post-deletion, we'll retain only your name, email, and purchase details to address any potential future concerns.