BudgetBlox

Less bookkeeping.
A clearer month.

BudgetBlox imports transactions, keeps recurring spending organised, and shows you where the month changed. It runs in your browser today.

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What BudgetBlox handles for you.

FinAI

A clear read on your month

FinAI reviews the numbers in your BudgetBlox account, points out what changed, and suggests a next step.

Bank sync

Let transactions come to you

Connect an account through Plaid and your transactions import themselves. Your bank credentials go to your bank, never to us, and you can disconnect at any time.

Automation

Keep repeat spending organised

Rules categorise recurring transactions the same way every time, so you spend less time cleaning up the month.

Shared budgets

Keep one budget together

Invite a partner or family member as a viewer or editor. Everyone sees the same numbers update in real time.

Goals

Save for something specific

Set a target and a date. Add money yourself or schedule contributions to keep the goal moving.

Receipts

Turn a receipt into a transaction

Scan a receipt and BudgetBlox fills in the transaction details. Scan images are deleted from our servers after processing.

Import

Your transactions show up on their own

Connect an account through Plaid and transactions arrive as they post. Rules can categorise repeat purchases for you, and you can still add a transaction yourself when you need to.

  • Bank credentials go to your institution through Plaid, never to us
  • Disconnect a linked account whenever you like
  • Receipt scanning fills in the cash purchases that never hit a statement

Read

See what changed behind the total

FinAI compares this month with the months before it and points out the changes worth looking at. You get a clear answer instead of another chart to interpret.

  • Clear notes about changes in your spending
  • A budget review at the end of each period
  • Your history stays readable whether or not you are subscribed

Share

Keep one household budget together

Invite a partner or family member to the same budget. Both of you see the latest numbers without passing a spreadsheet back and forth.

  • Invite a partner or family member as a viewer or an editor
  • Everyone sees the same number move in real time
  • Goals with auto-contributions keep saving on schedule

Spot an overage before the month ends.

Each bar shows what you spent. The vertical line marks the limit you set. Categories over their limit stand out, and you can hover over any row to see the difference.

Spend against plan, sample month
  • HomeCA$1,450.00 of 1,450.00
  • GroceriesCA$412.60 of 550.00
  • Dining outCA$233.15 of 200.00
  • TransportCA$96.40 of 120.00
  • SubscriptionsCA$61.97 of 80.00

See what Premium includes.

Compare what you can do with Premium and without an active subscription.

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