A privacy-first personal finance app built to get a complete insight into your financial life. Track spending, forecast your future, monitor net worth, and visualize it all with powerful, customizable reports — your data never leaves your device.
BudgetViz organizes your financial life into clear, interconnected building blocks — from individual transactions to complete portfolio overviews. It is designed to give you a complete, detailed view of your finances, with the possibility to model your entire financial ecosystem — all your accounts, regular payments, and financial goals.
Track expenses, income, and transfers. Assign each to an account, category and subcategory, add tags, attach receipts, and even split costs with friends.
Model any type of account — checking, savings, credit cards, loans, crypto wallets, investments, real assets, receivables, and cash — each in its own currency.
Organize transactions with a flexible two-level hierarchy. Define your own categories and subcategories to match how you think about spending.
Create expense, saving, or cash flow budgets with goals on three levels: overall, per category, and per subcategory — for any time period and set of accounts.
Group accounts into portfolios to track net worth and growth, with hierarchical breakdowns — from the overall portfolio down to asset types and individual accounts.
Add custom tags to any transaction for flexible cross-category filtering and analysis — perfect for tracking projects, trips, or any grouping you need.
Whether you want to control spending, grow savings, or monitor overall cash flow, BudgetViz has a budget type for you — each with multi-level goals so you stay on track at every level of detail.
Day-to-day budgeting tells you where your money goes. Portfolios answer a different question — where do you stand? Group any combination of accounts into a portfolio and track your wealth across assets, liabilities, and net worth.
Split restaurant bills, track borrowed money, and maintain running tabs with friends — all seamlessly integrated into your transaction history.
Create custom reports with flexible filters, time periods, and chart types. From daily cash flow to monthly net worth growth — see your finances from every angle, with built-in forecasting to see where you're headed.
Daily & monthly flows, accumulated trends
By category, subcategory, account, or time
Income breakdown by source and period
Visual breakdowns by category or account
Track total & period-over-period gains
Daily balance history for any account
Goal vs. actual for current & historical periods
Hierarchical breakdown: assets, liabilities, accounts
Plus many more — reports are fully customizable with flexible filters, chart types, and time periods.
BudgetViz doesn't just show where your money has been — it shows where it's going. Upcoming and recurring transactions extend your charts into the future, and long-term projections combine your real planned contributions with compounding returns for a realistic picture. Everything is based on your actual data — BudgetViz never guesses.
Each account lives in its own currency. Reports automatically normalize across currencies so you always see the full picture — no manual conversions needed.
BudgetViz is packed with thoughtful features designed to make managing your money effortless and enjoyable.
Set up automatic recurring transactions with flexible schedules that respect holidays and non-business days. Future occurrences are projected into reports for built-in forecasting.
Reminders for unpaid transactions with configurable auto-payment, so you never miss a due date.
Snap photos of receipts or attach any document directly to your transactions.
Turn banking and payment notifications into automatic transactions. Define patterns and let BudgetViz log expenses hands-free. See the guide →
Integrate with automation tools to add transactions via deep links — no manual entry needed. See the deep links guide →
Full local and Google Drive backups with support for automatic nightly scheduling.
Bulk-import transactions from bank statements or custom files, and export to Excel or other tools. See the format guide →
Set a home time zone so your reports stay consistent even when you travel across time zones.
A clean, modern interface with extensive customization of colors, themes, and layout preferences.
Add transactions instantly or check your budget status at a glance — right from your home screen, without opening the app.
Your dashboard highlights what needs attention — overdue payments, uncategorized transactions, and completed budget periods.