Now integrated with LLM Intelligence

Insightify Your Spends

Privacy-First Money Management: Securely Track Expenses & Budgets

Wants vs Needs

Needs (70%)
Wants (30%)

Monthly Cash Flow

IncomeDebtFixedInvestBalance

AI Yearly Financial Insight

Powered by Llama-3 via Groq

How it works

No manual entry required. We've automated the entire process so you can focus on making better financial decisions.

1. Forward Alerts

Simply forward your bank SMS or email transaction alerts to your unique BudgetAgent endpoint.

2. AI Processes

Our intelligent LLM reads the transaction, extracts the exact amount, and categorizes it flawlessly.

3. View Insights

Open your beautiful dashboard on web or mobile to see your spending broken down by Needs, Wants, and Cash Flow.

Everything you need to master your money

Auto SMS Parsing

Forget manual entry. We read your forwarded bank alerts and automatically log the exact amounts and merchants.

LLM Categorization

Our Llama-3 AI engine analyzes your purchases and accurately sorts them into the right budgeting categories every time.

Secure & Private

Your data is stored securely in your own PostgreSQL database, with strict RLS policies ensuring only you have access.

Wants vs Needs

Automatically split your expenses into essentials and discretionary spending to ensure you're sticking to your 50/30/20 goals.

Recurring Rules

Set up custom rules for subscriptions and recurring income. Our engine auto-approves them seamlessly on schedule.

Yearly Insights

Generate comprehensive annual reports powered by AI to understand long-term trends and optimize your financial future.

Our Roadmap

We are constantly improving BudgetAgent. Here's a look at what we've shipped and what's coming next.

Recently Shipped

  • Landing Page Redesign (Dark Mode)
  • 15+ Financial Calculators suite
  • AI Categorization via Llama-3
  • Cross-platform Mobile App

In Progress

  • Redesigning the onboarding flow
  • Recurring Transactions Engine
  • Budget limits and alert notifications

Planned

  • Native Bank Accounts Sync
  • Addition of built-in Email Client
  • Family / Multiplayer Sharing
  • Custom LLM prompts for deeper analysis

Ditch the manual spreadsheets.

  • No more manual entry at the end of the month.
  • Intelligent categorization that actually learns.
  • Beautiful native mobile and web experiences.
BA

BudgetAgent User

★★★★★

"I used to spend hours manually categorizing my expenses. BudgetAgent just reads my SMS alerts and perfectly organizes everything into Needs and Wants. It's like magic."