Financial clarity, at your fingertips
Fully customizable dashboard so you can stop worrying about your finances and confidently build a healthier, more profitable business.
Total Revenue
Gross Profit
Net Income
Operating Expenses
Total OpEx
$69,700
- Payroll47%
- Marketing22%
- Contractors19%
- Software7%
- Other5%
Highest Increase vs. Prior Year
Marketing & Ads | +$7,900 | |
Materials | +$5,500 | |
Contract Labor | +$3,800 | |
Office & Admin | +$2,200 | |
Shipping & Freight | +$1,950 |
Top Merchants
Acme Distributor | $9,800 | |
Cloud Services | $6,900 | |
Payments Inc. | $6,100 | |
Freight Partners | $5,600 | |
Marketing Agency | $2,900 |
Simple, flexible P&L
Quickly scan your data to understand where your money is going, identify issues, and take action to increase your profitability.
| Category | Current | Prior Month | Difference | Status |
|---|---|---|---|---|
| 💵 Store Revenue | $90,000 | $85,000 | $5,000 | |
| ↩️ Refunds | ‑$4,000 | ‑$9,500 | $5,500 | |
| Total Revenue | $86,000 | $75,500 | $10,500 | |
| 🏭 Materials | $30,100 | $25,000 | $5,100 | |
| 💸 Payment Processing | $4,100 | $6,200 | $2,100 | |
| Total COGS | $34,200 | $31,200 | $3,000 | |
| Gross Profit | $51,800 | $44,300 | $7,500 | |
| 👷 Labor & Contractors | $28,500 | $26,000 | $2,500 | |
| 📣 Marketing | $8,200 | $5,500 | $2,700 | |
| 🏢 Office & Admin | $4,200 | $5,100 | $900 | |
| Total OpEx | $40,900 | $36,600 | $4,300 | |
| Operating Income | $10,900 | $7,700 | $3,200 | |
| 🧾 Taxes | $2,100 | $2,400 | $300 | |
| Net Income | $8,800 | $5,300 | $3,500 |
Sample data for demonstration purposes only.
Household budgeting for your personal finances
Track your expenses, goals, and net worth through BudgetBadger Personal to identify overspending and waste to improve your personal financial health.
P&L Summary
| Total Income | $8,100 | |
| Total Expenses | $7,000 | |
| Savings | $1,100 | |
| Savings Rate | 14% |
Top Spend Categories
TotalExpenses
$7,000
- Rent
- Childcare
- Groceries
- Insurance
- Dining
- Other
Savings Goal Tracker
Our mission
Small business operators and households are already busy enough, and don't have the time to organize their finances. Instead, they make critical decisions with limited information or hire expensive advisors.
BudgetBadger was built to automate financial reporting and analytics, so you can make informed strategic decisions and confidently grow your business at a fraction of the cost of an accountant.
Founded by a finance leader who helped companies like Stripe and Reddit grow and improve profitability at scale, BudgetBadger applies the same discipline, strategies, and tools to small businesses and households.
Platform integrations for deeper insights and analysis
Bank-level security to keep your financial data safe
Secure Data Protection
Industry-standard security with encrypted passwords, HTTPS/TLS encryption, and Plaid's bank-level encryption standards.
Read-Only Access
Our platform is read-only, so there is no risk of money movement or account modification.
Privacy First
Your financial data is never sold or shared with third parties. We comply with CCPA/CPRA and state privacy laws.
Secure Authentication
Your account is protected with encrypted passwords, two-factor authentication, and token-based authentication. Each account is completely isolated.