Budget Buddy brings together account management, automation, analytics, and collaboration in a single workspace. Use this atlas to understand how the pieces fit together before diving into the detailed guides.
The Transactions tab captures every income, expense, and transfer. Ledger entries remember accounts, tags, exchange rates, attached receipts, and automation context so you can audit activity months later without losing detail.
Tap the summary card to open analytics that mirror your filters. Net-worth trends, category breakdowns, and income sources update instantly as you adjust the view.
Automations execute on your schedule: sweep surplus cash into savings, trigger reminders ahead of due dates, or split incoming paycheques across envelopes. Triggers, conditions, and actions are audited in the Activity Log so you can review exactly what ran and when.
Weekly savings sweep, rent reminder, payday budget split, quarterly tax transfer, recurring donation.
Set approval thresholds on large transfers and pause automations during investigations or travel.
Combine long-term goals with envelope budgeting. Each goal shows its target amount, current savings, projected completion date, and contribution suggestions. Envelopes refresh in real time as you log expenses, helping you adjust mid-cycle before overspending.
Budget Buddy connects with banks, payroll systems, and productivity tools. Use built-in connectors for automatic updates or export to spreadsheets and accounting platforms for deeper analysis.
The Statistics experience builds rich dashboards on demand. Switch between raw and inflation-adjusted views, compare net worth over time, and inspect category slices for both income and expenses. Detailed tooltips reveal original currency values so nothing is hidden behind the charts.