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What is EasyBudget?
EasyBudget transforms financial management by merging all of your accounts, transactions, goals, and income streams into a single, user-friendly dashboard. Users can upload bank statements, manually log incomes and expenses, and benefit from smart categorization, ensuring every financial detail is organized and accessible.
With automated analytics and visual charts, users gain real-time insights into spending patterns and progress toward financial goals. The platform enables separate dashboards for personal, business, or family budgets, and supports unlimited custom categories, helping users make informed financial decisions with ease. Data security, bulk editing, and export options further enhance the experience, making budgeting achievable for everyone.
Features
- Unified Dashboard: Consolidates all accounts, transactions, and goals for a holistic view.
- Automatic Bank Import: Uploads CSVs from over 1000 bank formats with instant processing and duplicate detection.
- Manual Transaction Entry: Facilitates fast, bulk logging with smart category suggestions.
- Customizable Dashboards: Allows unlimited personal, business, and family budget tracking.
- Financial Goal Setting: Tracks progress visually with customizable categories and milestones.
- Advanced Analytics: Provides interactive charts, category breakdowns, and trend reports.
- Custom Categories: Enables unlimited custom categories and intuitive drag-and-drop organization.
- Bulk Transaction Editing: Streamlines large-scale transaction management.
- Export Capabilities: Allows users to export financial data for offline use or backup.
- Priority Support: Offers dedicated assistance for any questions or issues.
Use Cases
- Personal finance organization and spending overview
- Business expense management and reporting
- Family or joint budgeting with separate dashboards
- Goal tracking for savings, debt reduction, or large purchases
- Insightful analytics for better financial decision-making
- Freelance income and cash transaction monitoring
- Custom financial category creation for tailored budgeting
FAQs
-
Is my financial data secure with EasyBudget?
Yes, EasyBudget is designed with robust security measures to protect your financial information. -
What file formats can I import?
EasyBudget supports CSV file formats from over 1000 banks, allowing flexible data import. -
Can I use EasyBudget for both personal and business finances?
Yes, you can create multiple dashboards to separately manage personal, business, and family finances. -
Can I change or cancel my plan at any time?
Yes, EasyBudget allows users to change or cancel their plan at any time. -
Do you offer customer support?
Yes, EasyBudget provides priority customer support to assist with any questions or issues.
Related Queries
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EasyBudget Uptime Monitor
Average Uptime
100%
Average Response Time
149.5 ms
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