Set your starting point
Tell us about your income, regular expenses and financial priorities.
SMARTER MONEY HABITS
Budget Assist gives you a clearer view of your spending, smarter ways to plan ahead, and simple tools to help you stay on track.

OUR FEATURES
Everything you need to understand your spending, plan ahead and build better financial habits — without complicated spreadsheets.
About Budget Assist
Money management shouldn't require a finance degree. Budget Assist turns everyday transactions into a clear picture of your financial life, so you can make decisions with more confidence.

A simple process to help you take control of your money.
Tell us about your income, regular expenses and financial priorities.
Create spending categories and goals that match your actual lifestyle.
Review your progress, spot patterns and make adjustments as you go.
YOUR MONEY, YOUR STORY
See your income, expenses and savings in one simple dashboard. Understand your habits, spot opportunities and make confident decisions.

Everything you need to manage your money, built with simplicity, flexibility and security in mind.
No complicated financial terminology or overwhelming dashboards.
Your budget should adapt to your life — not the other way around.
Your financial information should always be treated with care.
Choose your plan
The right plan to help you build better financial habits. Cancel any time.
For individuals getting control of their finances
$9.99 / month
More room as your finances grow
$19.99 / month
For people who want the full picture
$29.99 / month
Frequently asked questions
Add your income and expenses, set budgets per category, and watch your spending trends update as you go.
Yes. Your data is encrypted in transit and stored in an isolated database for this service.
A card is required to start a plan. You can cancel at any time from your account page.
You can cancel any time from your account page. Refund requests within 30 days of a charge are honoured in full — see our refund policy.
No. Budget Assist is a budgeting tool and does not provide financial, investment or tax advice.
Take control of your finances with a budget planner that helps you track spending, monitor savings and stay on top of your goals.