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Dual budgets
Combining personal & business budgets.
Featuring dual budgets - A personal budget and a separate business budget that are beautifully integrated
Dual budgeting for self-employed individuals
Self employed individuals can keep track of their personal income and expenses using the personal budget and their business income and expenses (i.e. 1099) using their business budget. Separating personal and business finances is the hallmark of a good financial practice, not to mention the tax benefit of doing so.
“Budget”, “Actual” & Difference
Each budget includes Two-way budgeting. A “budget” page which you can manually input your anticipated income and expenses and an “Actual” page which we automatically create for you based on the actual activity from your linked accounts. You can track one against the other via the “Difference” page, which automatically calculates the discrepancy between the two (budget and actual).
Setting your budgets is as easy as 1-2-3-4
Link all your financial accounts (i.e. bank accounts, credit cards, student loans, mortgage, brokerage accounts, crypto, retirement assets)
Manually add accounts for which linking isn’t available
Set up your financial goals (i.e. emergency fund)
Head to the budget accounts and set your anticipated budget income and expenses for just one month
Next-gen budgeting
My budgeting is now saving me money
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