A budget built around how you actually spend
Tell us your income and goals. We build a full budget around them in minutes, then track every dollar with you, by hand, by CSV, or by connecting your bank.
Start free
Share one household budget, see who logged what.
Transactions sorted for you, no manual tagging.
Connect your accounts securely in seconds.
One number, backed by real insights on what to adjust.
See exactly if you're on track, not just a chart.
Pro members get risk-matched stock and crypto signals.
Everything a real household budget needs
A budget that adjusts to your income, your goals, and how you like to track spending, not a generic spreadsheet template.
A budget built for your situation
Answer a few questions about your income, goals, and what's changing in your life. TailorBudget sets realistic amounts for every category from day one instead of copying a generic template.
Log spending your way
Quick-add a transaction in seconds, upload a CSV, or connect your bank for automatic sync. Switch between them anytime; nothing you've already logged is lost.
A health score you can act on
One number that reflects your real spending against your budget, with specific insights on where to adjust it. Not just a chart to stare at.
Built for couples too
Share one household budget with a partner. A dedicated view shows who's logged what this month, so tracking spending together doesn't take a spreadsheet and a Sunday.
Goals with a real pace
Set a target for an emergency fund, debt payoff, or a big purchase. TailorBudget tracks how close you are and whether you're actually on pace to hit it.
Investment signals, when you're ready
Pro members get stock and crypto signals matched to their risk profile, right inside the same dashboard as their everyday budget.
How it works
From sign-up to a working budget, in three steps.
Tell us about your income and goals
A short setup covers your income, what you're working toward, and anything coming up that should shape the numbers, like a move, a new baby, or a debt payoff plan.
Get a budget built around it
TailorBudget sets category amounts based on your real income and priorities, not generic percentages that ignore your actual life.
Track spending and stay on pace
Log transactions however suits you, watch your health score and goal pace update in real time, and adjust the budget as life changes.
Free to start, simple to upgrade
Every plan includes a personalized budget, a dashboard, and goal tracking.
TailorBudget is a budgeting and tracking tool, not a licensed financial or investment adviser. Nothing in TailorBudget (including AI-generated insights, Budgee's responses, and investment signals) is financial, investment, tax, or legal advice, or a recommendation to buy or sell any security or cryptocurrency. Labels such as "BUY," "high conviction," or "maximum conviction" are product sorting labels, not analyst ratings. Investing involves risk, including total loss of the amount invested, and past performance does not guarantee future results. Individual results vary and are not typical. Always consult a qualified professional before making financial decisions. See our full Terms of Service.
Questions
Is TailorBudget free to use?
Yes. The free plan stays free forever (no forced trial, no card required) and includes a personalized budget, dashboard, health score, and goal tracking, with 2 smart insights and 1 month of transaction history. Pro adds unlimited insights, 24 months of history, automatic bank sync, full analytics, and investment signals.
Do I need to connect a bank account?
No. You can log every transaction by hand or import a CSV on the free plan. Bank sync is available as a Pro convenience, not a requirement.
Can my partner and I share one budget?
Yes. Couples share a single household budget and one Pro subscription, with a shared view of who's logged what each month.
Is my financial data private?
Your data is tied to your account and isn't shared with or sold to third parties. Passwords are hashed, never stored in plain text, and bank connections go through Plaid rather than TailorBudget handling your bank credentials directly.
Can I cancel Pro anytime?
Yes, with no lock-in. Your data and budget stay in place if you cancel; you'll simply move back to the free plan's limits.
Build a budget that fits your life, not a template
Free to start. Set up in under five minutes.
Create your free account