Product Information
What is Budget board?
A simple app to track monthly spending and work towards financial goals.
Features:
Data Aggregation
Automatically syncs your bank account data (accounts, transactions, balances) with SimpleFin.
Import transactions via CSV files.
Manually add accounts and transactions.
Dashboard View
A dashboard to glance at your account data
Transactions View
Categorize transactions into categories and subcategories.
Create custom categories to organize your transactions.
Set up rules that automatically update transaction fields during sync when specified conditions are met.
Budgets View
Set monthly budgets for categories and subcategories.
View aggregated budgets across multiple months.
Calculate monthly cash flow.
Click on a budget to see more details, such as monthly trends and related transactions.
Goals View
Create goals to track savings or loan repayments.
Estimate completion dates based on monthly contributions.
Estimate required monthly contributions for target completion dates.
Option to include interest rates in calculations.
Click on a goal for more details, like monthly trends and associated accounts.
Trends View
Various charts over time to visualize different metrics.
View monthly spending trends, net cash flow, total assets, total liabilities, and net worth charts.
How to use Budget board?
Budget Board is a simple app designed to help users track monthly expenses and achieve financial goals, offering a comprehensive personal finance management solution.
Core Functions of Budget board
Privacy-first
Ad-Free
No Tracking
Import CSV data
Cash Flow Analysis
Dark Mode
Focus on privacy
Usage Scenarios of Budget board
- Track monthly expenses to see where money goes.
- Set and manage savings or loan repayment goals.
- Categorize transactions for easy financial analysis.
- Create monthly budgets to control expenditures.
- View financial trends like assets, liabilities, and net worth.
Common Questions about Budget board
What does Budget Board do?
How do I use Budget Board?
What are the core features of Budget Board?
What are the application scenarios for Budget Board?
