Personal budgeting
Know where every dollar went, without typing in a single transaction.
Simpli Budget pulls in your bank and credit card activity, sorts it into your categories, and shows you exactly how this month is tracking against your plan.
The demo needs no account: look around a sample household's budget.
Everything a monthly budget needs
Bank sync
Link your accounts once through Plaid, and new transactions arrive every night on their own.
Automatic categories
Rules sort transactions as they come in, matching on the name ("starts with Shell") or the amount.
The month at a glance
Income, spending and what's left up top, then every category against its budget, with overspending flagged.
Budgets that roll forward
Give each category a default monthly amount, then adjust any single month without touching the rest.
Spending alerts
Pick the categories you care about and get a summary by Discord or email, as often as you like.
Built for your phone
The same budget on any screen, with a tab bar on mobile and light and dark themes.
Transactions
Find any purchase in seconds
Every transaction from every account in one list, grouped by day. Search by name, filter by date, category, account or tag, jump straight to what still needs a category, and export what you find.
Categories
See what's behind every number
Open any category to see what you spent, what you budgeted, and the transactions that got you there. Recategorize one right from the list, and tag transactions to follow things like a trip across categories.
