One household view
Checking, savings, cards, investments, loans, and manually priced assets in one private workspace.
A private finance dashboard configured around your accounts, your budget rules, and the decisions your family makes every month—not somebody else's template.
We start with how money really moves through your family, then configure the system to match it.
Checking, savings, cards, investments, loans, and manually priced assets in one private workspace.
Handle reimbursements, card payments, transfers, split spending, offsets, recurring costs, and unusual income correctly.
Actual income and planned obligations flow through the month without breaking the totals you rely on.
Receive personal-spending and cash-flow warnings at the thresholds that matter to your family.
Close the month with a professional summary of inflows, outflows, top purchases, and opportunities to improve.
See connected balances alongside major manually priced assets and compare change over time.
We map your accounts, income, bills, transfers, personal spending, and the exceptions your current tool gets wrong.
Your private workspace is configured, connected, categorized, and tested against recent real transactions.
As real activity arrives, we adjust rules and reports until the system behaves the way your family expects.
Limited to the first three qualified households.
Most budgeting tools hand every household the same boxes. This pilot includes the careful setup and early refinement needed to make your numbers trustworthy.
This short application is not a commitment. If the pilot looks like a fit, you will receive a personal reply and an invitation to a 20-minute walkthrough.
No. The software is part of a configured service. The value is in modeling your household correctly and tuning the rules with you.
No. Connected financial data is used for reporting and organization. The system does not initiate transfers or payments.
Households with several accounts, cards, transfers, reimbursements, split responsibilities, or custom budget logic that generic tools handle poorly.
Yes. Qualified applicants receive access to a fully synthetic demo and a guided walkthrough before deciding.
The system continues running for $29/month. Normal support and maintenance are included; major new custom features would be discussed separately.
No. BudgetBuilt is an organizational and reporting tool. It does not provide investment, tax, legal, or financial-planning advice.