Budget Buddy 1.0 · Personal finance tool
Bring every bank statement together, set limits for what matters, and watch your spending take shape over time.
Short demo video goes here: choosing categories → setting weekly limits → the trends appearing
Your Snapshot
Open it up and see exactly where you stand: what's coming in, what's going out, and where it's all going.
Snapshot tab screenshot goes here
Breakdown tab screenshot goes here: categories, weekly limits and the trend chart
Breakdown
Choose the categories you care about, give each one a weekly limit, and see your real spending against it.
Your first month, and every one after
Not another app to check every day. Just a few calm minutes, once a month, that keep you on top of things.
Day one
A quick one-time setup, with short video guides beside you the whole way. By the time your coffee's cooled, you're ready.
Your first check-in
Download your bank statements and drop them in. Every account you use lands in one clear view: what came in, what went out, and where it all went.
Month two onwards
The first month, it learns how you sort your spending. After that it remembers, so each check-in asks a little less of you, and your trends start telling a story.
Always
No bank logins, no third-party syncing, nothing running behind your back. Everything stays on your Mac. Full stop.
No. You download your statements from your bank yourself and drop them in. Budget Buddy 1.0 never connects to your bank.
On your own computer. Nothing is uploaded or synced anywhere.
There's a simple manual tab for those transactions, so nothing gets left out.
No. It's a one-off purchase, and it's yours to keep.
A Mac with Microsoft Excel. You'll also get access to a customer area with short video guides. Budget Buddy 2.0, for Windows, is on the workbench.