Simple tools for easier everyday life

Drop in your bank statement and Budget Buddy sorts transactions automatically, keeping your dashboard up to date.

No manual entry

Skip typing every transaction by hand.

Smarter sorting

Categories improve with every use.

Clearer finances

See the snapshot, then drill down.

Less Admin

Drop in your bank statement and let Budget Buddy sort every transaction automatically.

Clearer Money

See the big picture, then drill down when you need the detail.

Smarter Tracking

Built inside Excel, with guided setup and smarter results over time.

Meet Budget Buddy

Export your bank statement, drop it in, and Budget Buddy sorts transactions automatically—keeping your dashboard current without the tedious data entry.

Ready to simplify?

Make everyday admin easier with simple tools built to work quietly in the background.