Let’s make sense
of all of it.

Enjoy your day. Know where your money goes.

BudgetGo Analytics: spending, forecast, cash flow and top merchants for September A BudgetGo goal progress story: Look how far you've come, 85 more toward a New Laptop goal BudgetGo Home: $2,800.00 remaining of a $4,000 budget on day 2 of 30, Apple TV+ due today, and your insights recap
  • Say it
  • Bank statements
  • Bank SMS alerts
  • Apple Wallet
  • Connected banks
  • CSV & Excel
  • Receipt photos

Every way you pay

However it happens,
it lands here.

  1. Just say it

    Tap the mic and say what you spent.

  2. Import a statement

    PDFs, CSV or Excel, even receipt photos.

  3. Let bank alerts do it

    Bank SMS alerts, read on your device.

  4. Connect what you use

    Apple Wallet and your banks, via Plaid.

BudgetGo voice entry: Uber home twenty five forty, Spotify eight ninety nine and Netflix nine ninety nine, turned into three transactions BudgetGo Import your data: one statement reading transactions, and a Chase statement completed with 142 transactions added and 3 skipped BudgetGo SMS Automation: SMS forwarding on, create automation and test connection BudgetGo Data Hub: imports and exports, iOS automation, FinanceKit and bank connections
BudgetGo Accounts: Chase and Monzo connected and synced, with Everyday Checking and Savings balances

Connected banks

All your banks.
One clear picture.

Link your banks through Plaid. Every account in one place.

  • Connect more than one bank
  • Balances and transactions stay up to date
  • Bank not listed? Import statements instead

Bank connections by Plaid

Sorted automatically

AI does the sorting.
You keep the say.

Every purchase gets a category the moment it arrives. Change any of them.

5to review
WalmartUncategorizedGroceries-$52.80
UberUncategorizedTransportation-$25.40
SpotifyUncategorizedSubscriptions-$11.99
McDonald’sUncategorizedDining & takeout-$9.85
AmazonUncategorizedShopping-$32.00

Personalized insights

Your spending,
told as a story.

Short stories about your money: what’s on pace and where to save.

Your recapSmall shifts. More possibilities.4 stories · <1 min

Head to head

Getting there cost more than eating there.

$51

More on rides than restaurants this quarter, the first time transport took the lead.

Transport$482
Dining out$431

Tap to continue · Hold to pause

Save more

Small shifts. More possibilities.

+$28

Dining out went $28 past your usual week, the highest in two months.

Dining out, last 8 weeksThis week

Swap two of those meals for groceries and most of that gap disappears.

Tap to continue · Hold to pause

Hidden habit

Coffee quietly beat your subscriptions.

$96

At about $5.60 a cup, coffee passed every subscription you pay for.

Coffee$96
Subscriptions$74

From your Jul – Sep transactions

Tap to continue · Hold to pause

Pacing

On track to finish under budget.

$143/day

Spend up to this and the budget holds through day 30.

Tap to continue · Hold to pause

Period comparison

A new period. A new perspective.

12% less

Than the same days last period.

Tap to continue · Hold to pause

Tap to continue
Hold to pause

Advanced analytics

Every number,
one tap deeper.

Spending, forecast, cash flow, merchants and payments. Tap any to go deeper.

Spending

$4,237.73 ▲ 64%

Sep 1 – Sep 30

Forecast

$991.44

By Nov 1

Cash flow

+$2,925.74

You kept 40.8% of income

Top merchants

$1,128.40 of $2,987.96

Payments

Monthly bills$32.812 tracked
Per year$393.76if nothing changes
Next dueTodayNetflix

Spending trend

DWM

Due soon

See what’s coming
before it lands.

Recurring bills and subscriptions, spotted and lined up.

Due this weekSee all

Netflix SubscriptionToday$1.00
SpotifyThu, Oct 8$11.99
Amazon PrimeSat, Oct 10$14.99
BudgetGo Recurring: $128.97 total for October, with Apple TV+, Netflix, Spotify and ChatGPT Plus due today

Your call

One budget,
or none at all.

Set one budget across your categories, or just track what you spend.

Budget period
$1,284.50 Remaining
Spent $2,715.50 of $4.00kDay 21 of 30
▼ 12% less than last week

Suggestion for next period

Raise Food delivery to $190 and lower Groceries to $211. Your total stays the same.

Your privacy

Your spending is personal. Keep it that way.

Personal details, filtered.

PII filters help limit exposure of sensitive personal details during OpenAI-powered analysis.

AI privacy

An extra layer of access.

Use biometric authentication to help protect access to BudgetGo.

Biometric protection

Your data isn’t for sale.

We don’t sell your personal information. Your spending is personal, and we treat it that way.

No data selling

You have the final say.

Review, edit, or delete your transactions. Export your records as CSV, PDF or Excel whenever you need them.

Your records. Your control.
Read the privacy policy

FAQ

Good questions.
Clear answers.

Need help? Contact support.

Can I track spending without setting a budget?

Yes. Use BudgetGo to track and understand your spending on its own. When you want a spending limit, set one active budget and allocate it across your categories.

How does my spending get into BudgetGo?

Say it with voice entry, link a supported bank through Plaid, connect Apple Wallet, use Apple Shortcuts for bank SMS alerts, import a file or receipt photo, or add a purchase yourself. Combine the sources that fit your day. Our setup guides cover the Shortcuts options.

Will my bank work with BudgetGo?

Search for your bank when linking an account in BudgetGo. Connections use Plaid, and support depends on your institution, country, and account. If yours isn’t listed, you can still import statements or track purchases yourself.

Can I change the categories AI chooses?

Yes. AI helps sort your transactions, and you can review or change any category. Your records stay yours to adjust.

Can I bring in my old transactions?

Import a PDF bank statement, CSV or Excel export, or receipt photo. Review the transactions before confirming the import. Files can contain up to 500 transactions and be up to 5 MB.

Can I see upcoming bills and subscriptions?

Yes. BudgetGo detects recurring bills and subscriptions and shows upcoming charges together, so you can plan around them. It tracks the payments; you manage or cancel subscriptions with their providers.

How much does BudgetGo cost?

BudgetGo offers a free trial followed by a subscription. Check the app for the current plans, pricing, and trial terms before subscribing.

Can I export or delete my spending records?

Yes. You can edit or delete transaction records and export them as CSV, PDF or Excel. We don’t sell your personal information. Read our privacy policy for details about how your data is used.

Ready for a clearer picture of your money?

Track with or without a budget. Every purchase sorted, every bill on your radar.