start
Personal demo
resources
Product guide for evaluating BudgetR.
This is a concise evaluation guide, not a complete user manual. Start with the Personal demo and current boundaries before requesting access.
core import
Plaid
mode
read only
Evaluation path
Open the read-only Personal demo, inspect the core workflow and roadmap, then request an account only when the current capabilities fit your needs.
Personal workspace
Use Personal for income, expenses, banking, loans, transaction review, cash flow, and annual Budget Grid planning.
Optional advanced workspaces
Use Tax for supported federal planning and review exports. Use Trader for supported Schwab sync, journals, return analytics, fee schedules, and tax-planning summaries. Neither is required for the Personal workflow.
Tax planningTrader analyticsspecialist depth