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BUDGET — Personal finance

Import your transactions, categorise them and compare against a budget.

Getting started

  1. Create an account and import your bank CSV
  2. Confirm the date and amount columns in the preview, then save
  3. Set a budget and review your spending

Plans

Budget Free
Free
  • Rows imported: 300 rows
  • Accounts: 2
  • Budgets: 1
  • Categorisation rules: 3
  • Retention: 1 years
Not included: No investment advice
Budget Personal
$5/mo
  • Rows imported: 5,000 rows
  • AI spending analysis: 10
  • Export
  • Accounts: 10
  • Budgets: 5
  • Categorisation rules: 30
  • Retention: 5 years
Not included: No investment advice
Budget Pro
$15/mo
  • Rows imported: 50,000 rows
  • AI spending analysis: 50
  • Export
  • Unlimited accounts
  • Unlimited budgets
  • Unlimited categorisation rules
  • Unlimited retention
  • Priority queue
Not included: No investment advice

Common questions

Can it connect to my bank automatically?
Not under Korean regulation — automatic bank connection requires an e-financial business licence. Please use CSV import.
My balance is wrong
The column mapping in that import was probably off. Check that import again.
I uploaded the same file twice
Duplicates are not created.
Will it tell me what to invest in?
No.

Worth knowing

Contact

If you could not find the answer above, tell us and we will look into it.