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A complete monthly money routine

Start on your own or share a household. Bring in activity, plan the month, and check the result. Each feature below includes an example, screenshots, and a guide.

Budgets & rollovers

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.

Recurring

Budgeteer Pro's recurring engine finds the rhythm in your transactions: weekly through annual, income and expense, with the cadence and expected amount inferred from evidence.

Household sharing

Invite your partner into one workspace. Shared accounts, budgets, and goals are visible to both of you; anything marked private stays genuinely private, everywhere.

Savings goals

Set targets, fund them with contributions, and see exactly whether you're on pace — with your savings woven into the monthly picture instead of hidden in a separate tab.

Debt payoff

Track cards and loans with real rates and minimums, compare avalanche and snowball plans, and watch the payoff date move as you pay.

Cash flow

Compare checking balances, expected activity, and historical money in and out so your budget has context.

Review & monthly close

Review uncertain activity, inspect automatic filing, and reconcile a completed month before making its records read-only.

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Budgeteer Pro

Plan your own finances or share a household budget.

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