Budget Template
Ready to finally get a handle on your budget? Our interactive planner makes it simple. Track your income, log your expenses (categorized as Needs, Wants, or Savings/Debt), and instantly see your financial picture come to life. The built-in chart visualizes your habits, while the 50/30/20 analysis provides immediate feedback and actionable tips. Stop guessing, start planning, and empower yourself to make smarter financial decisions today!
​
Quick Start Guide:
-
Income Tab: Use + Add Income Source to list your monthly earnings.
-
Expenses Tab: Use + Add Expense to log your spending. Don't forget to choose a category!
-
Summary & Insights Tab: Check here for your totals, a spending chart, and personalized 50/30/20 tips. Everything updates automatically!
If you're ready to take control of your finances, schedule a free planning session with a CPA today to create a personalized strategy for managing your budget.