core
BudgetR Personal
About BudgetR
BudgetR helps individuals and households keep track of spending, plan for bills and see how their cash balance could change.
for
individuals + households
availability
demo + access request
Why it exists
A bank balance shows what is there now. BudgetR adds the paydays, bills and spending you expect, so you can see what may be left later in the month.
transactionscash-flow modeldebt payoff
Who it serves
People budgeting on their own, and households planning shared bills. Up to five people can share selected cash accounts and a monthly plan while keeping their other records private.
account reviewrecurring billsdebt planningannual budget
What it avoids
You remain in charge of your payments and decisions. BudgetR does not move money, place trades or file tax returns.
no tax filingno brokerage executionno automatic money movement
How to evaluate it
Use the read-only Personal demo first. Core synthetic financial records are seeded; optional Tax- and Trader-specific demo records are still being expanded.
Personal firstsynthetic core dataread-only sessions