Budgetist

A personal finance tracking and planning application that helps individuals manage transactions, accounts, investments and liabilities, calculate available funds, and allocate money toward bills, savings goals and spending categories. It is for individual consumers who want to actively budget and monitor income, expenses and net worth. Compared to applications that only show past spending, it is positioned around forward-looking planning and is delivered as a web and mobile application with secure bank synchronization.

Key features

• Enter and edit transactions
• Track accounts investments liabilities
• Automatic bank synchronization via GoCardless
• Categorize with one swipe
• Bulk import CSV transactions
• Calculate available funds
• Distribute funds by priority
• Create automatic savings plans
• Monitor income and expenses graphs
• Track budget vs actual spending
• Visualize net worth and cash flow
• Move funds between categories
• Organize and group accounts