Live Plaid sync & household budgeting

Master Shared & Personal Finances Together

BudgetPro consolidates every account, auto‑categorizes transactions, and empowers households to plan, pace, and adjust in real time—no manual refresh buttons, ever.

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AES‑256 encrypted tokens
Real-time sync SLAs
Refresh rotation security
Live Household Snapshot
Balances
Budgets
Spending
Household Categories
GroceriesRentUtilitiesDiningTravelSavings
Member Pacing
Sync Freshness
All items fresh < 3h

Unified Clarity

All accounts. One timeline.

Aggregate bank and card data with consistent categorization & pacing summaries. See recent shifts instantly.

Collaborative Households

Plan together, keep privacy.

Share only what matters. Control visibility per account, align on envelope targets, and track progress fairly.

Secure by Design

Defense-in-depth baked in.

Encrypted Plaid tokens, refresh rotation, rate limiting, and idempotent jobs ensure resilient operation.

How It Works

  1. 1. Link

    Securely connect accounts via Plaid (tokens encrypted client→server).

  2. 2. Auto Sync

    Transactions stream in & categorization + merchant overrides apply.

  3. 3. Collaborate

    Invite household members, choose what to share, set envelope targets.

  4. 4. Monitor

    Pacing & staleness tiers track freshness; alerts surface anomalies.

Start Building Healthier Money Habits Today

Join early adopters using BudgetPro to replace spreadsheets and stay ahead of every dollar. Your first sync is live in under a minute.

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