Automatic sorting
Drop in your bank statement and let Budget Buddy sort transactions, update your dashboard, and keep your finances moving.
Clearer picture
See the big picture in Snapshot, then drill down when spending detail needs your attention.
Smarter over time
Guided onboarding, Excel-based workflows, and learning categorisation make everyday money admin simpler with every use.
Budget Buddy
Simple snapshots
Export your bank statement, drop it in, and Budget Buddy sorts each transaction into the right category automatically.
Smarter over time
See your finances at a glance or drill into the detail, with a dashboard that stays current inside Excel.
Coming for business
Budget Buddy 2.0 is on its way for businesses; book a consultation to talk through what you need.
See clearly
Simple views, smarter habits, and less time spent sorting transactions.
