Budget Pro

Data

Import the inputs utilization needs: your category budget workbook and your bank export. Everything else happens on Utilization.

  1. 1

    Load files

    Budget + transactions on this page

  2. 2

    Utilization

    Spend vs budget, pacing, triage

Budget
Upload an Excel file with an "Expenses" sheet containing your budget categories.
Transactions
Upload a file or fetch from Redbark. File uploads need Date, Description, Account, Debit, Credit, Balance columns.
Checking banking API…