Know what’s left after bills.
BudgetR is a personal and household budgeting app. Plan bills, track spending and see your expected cash balance.
No bank connection required for the demo
- $24,860
- today
- +$8,900
- income due
- −$9,240
- bills due
Sample household
Review the plan.
Open a day to review the bills and income behind its estimate.
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 TraderTrials start after approval. Eligible Personal plans cover household members; Tax and Trader access is individual.
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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