One shared budget. Two people.
The same truth.
Budgeteer Pro is a CPA-built workspace for couples and households. Shared bills, private spending, and numbers both people can trust — before the month gets away from you.
Now on iPhone. Same household, same numbers.One household picture
One household budget. No second spreadsheet.
Shared vs private
Joint bills stay joint. Personal spending stays personal.
Checked against the bank
Connected accounts are compared with the bank's balance automatically.
Built for households that need one honest picture
Replace two versions of the month with one workspace. Invite your partner. Keep some accounts private. Know the numbers are right without the fight.
Household invite
Bring your partner into one budget. Shared accounts for the house. Private accounts for personal spending, kept out of your partner's views, totals, and exports. Autonomy without a second set of books.
Shared vs privateAutomatic account checks
Each connected bank and credit card account is checked against the balance your bank reports. If a difference holds up, Review shows both amounts and points you to the cause. Healthy accounts stay quiet. No month-end checklist required.
Books that check themselvesReview queue
Familiar activity can be filed automatically. Review uncertain categories, inspect auto-filed transactions, and correct the rules that guide future activity.
Review and correctHonest math
Cent-level category splits. Transfers that don’t fake spending. Monthly budgets with rollovers, savings goals, and debt payoff that stays consistent.
Honest totalsNet worth with history
See today's net worth across every account you can view, and how it has moved from the past week to all time. Assets and debts are shown side by side.
The long viewConnect once. Know your numbers match the bank.
Transactions arrive on their own, matched against the recurring items you already track. You spend the month deciding, not typing, while automatic checks tell you if an account stops matching the bank.
- 01
Link your accounts
Read-only connections only — or import a CSV if you would rather not link at all.
- 02
Detection proposes, you approve
Rules and recurring detection do the sorting; you confirm the handful that need a human.
- 03
Know the books tie
Each connected account is checked against its bank balance. Only real issues, like a difference or a bank to reconnect, reach Review.
Works shared. Works solo.
Households sharing money
- Shared categories and budgets, live for both of you
- Private accounts stay private — everywhere in the app
- Split one purchase across several categories, to the cent
- Automatic account checks, so neither of you has to run a monthly close
Solo power budgeters
- Quick add from any page and bulk categorization
- Reserves for annual and quarterly bills, funded monthly
- Debt payoff plans with real projected dates
- Export your accounts, transactions, budgets, and goals to CSV any time
Free to budget. Premium to stay in sync.
Manual accounts, household sharing, budgets, analytics, savings goals, debt plans, and CSV imports stay free. No credit card required.
Premium is available now on the web and in the iPhone app for automatic bank transaction imports and balance updates. One subscription covers your whole household on both. New households get a 14-day no-card trial. When it ends, choose a paid plan to keep syncing or keep budgeting for free.
Premium: $5.99/month or $49.99/year on the web.
Free plan
$0
all core features included
Start freeIncludes a 14-day Premium trial. It ends without an automatic charge. Choosing a paid plan starts billing immediately.
See the tools behind the monthly routine
Built for households. Works for you on your own, too. This real app preview uses fictional demo data.
Compare all features · Budgeteer Pro for iPhone is available now on the App Store. Sign in with the same account you use on the web.