Personal budgeting for beginners

Created by a tech CFO to help you save.

See your complete financial picture

Savings
$1,900
$400 above budget

Recent Transactions

DateMerchantCategoryAmount
Oct 11Costco๐Ÿฅ— Groceries$143
Oct 10Shell Gas๐Ÿš— Auto$48
Oct 9Netflix๐ŸŽฌ Entertainment$16
Oct 6Paycheck๐Ÿ’ฐ Income$3,250

Budget Categories

CategorySpendBudgetStatus
๐Ÿ Rent/Mortgage
$2,400$2,400
๐Ÿฅ—Groceries
$385$600
๐Ÿฝ๏ธDining & Drinks
$450$300
๐Ÿš—Transportation
$380$350

Unusual Activity

DateMerchantAmount
Oct 26
Home Depot
๐Ÿ”จ Home & Supplies
$1,619ร—
Oct 19
Best Buy
๐Ÿ“ฑ Electronics
$549ร—
Oct 11
Digital Media Charge
๐Ÿ“บ Subscriptions
$85ร—

All the tools you need, without the complexity

Automated Categorizer

Every transaction synced and categorized automatically by AI and machine learning. No manual work required.

Personalized Budgets

A budget built for you, with flexible controls and progress updates to keep you on track.

Professional Insights

Clear spending insights used by finance professionals to make informed decisions and identify savings opportunities.

What people are saying

โ€œBudgetBadger is so simple, yet so powerful. In less than 10 minutes, I was reviewing my spend analysis and identifying savings opportunities, just like CFOs and finance teams.

AV

Aashi V.

Travel Business Owner

โ€œThe setup process was very clear and extremely simple. I love the P&L page โ€” it's really clean and professional. The clickable drilldown feature is really helpful for finding savings opportunities.โ€

EC

Erin C.

Personal Coach

โ€œFor someone who absolutely hates doing this kind of stuff, it was extremely easy. I know people who use other apps like YNAB and Monarch, but I find those overly complicated and confusing, which is why BudgetBadger is great!โ€

SS

Susan S.

Small Business Owner

Our mission

We believe budgeting shouldn't be limited to finance experts. Everyone deserves simple, automated tools that help them save money and achieve their financial goals. BudgetBadger brings enterprise-level financial best practices to everyday households, powered by intelligent technology that works quietly in the background.

Founded by a finance leader who helped companies like Stripe and Reddit save hundreds of millions of dollars, BudgetBadger applies those same principles to personal finances.

Josh Wilcox

Works with your favorite banks

Chase logo
Citi logo
Wells Fargo logo
Bank of America logo
Capital One logo
American Express logo

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

We can view your transactions but never move money, make payments, or modify your accounts.

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.

Simple, professional budgeting for everyday households.