View transactions, accounts, cash flow, and financial goals from a clean and modern dashboard. Help your clients achieve their financial goals with complete visibility.
No credit card required • Set up in minutes
Manage your client relationships
Sarah Johnson
4 accounts • $194,681
Michael Chen
3 accounts • $226,480
Professional-grade tools designed for financial planners, advisors, money coaches and wealth managers.
Access a comprehensive view of each client's complete financial picture in one unified dashboard.
Monitor all client transactions across multiple accounts with detailed categorization and insights.
Track income and expenses with visual analytics to help clients optimize their financial health.
Monitor client progress toward savings goals and debt paydown targets with real-time updates.
View all client bank accounts, investments, and financial institutions in one secure location.
Seamlessly switch between clients and manage multiple households from a single professional dashboard.
A professional dashboard built for financial professionals who want complete visibility into client finances.
Total Assets
$194,681
+12.5% this month
Monthly Income
+$5,500
Consistent flow
Monthly Expenses
$3,893
-8% vs last month
Payroll Deposit
May 1, 2026 • Salary
+$5,500.00
Monthly Rent Payment
May 1, 2026 • Rent
-$2,200.00
TFSA Contribution
May 1, 2026 • Investment
-$950.00
Join financial professionals who trust Budgety to provide better service to their clients. No credit card required—completely free.
Get Started FreeFree forever • No credit card required