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A new kind of budgeting

Build your budget without the group spreadsheet.

Everyone fills in their own numbers. Nobody breaks anyone else's. Limit hassle and confusion.

Budgeting dashboard for Westminster Church's Youth Group showing an annual target of $55,000 with revenue total of $0 and expense total of $32,800, marked as In Progress. The table lists monthly expenses from January to July for categories including Entertainment, Equipment, Gifts, Office Supplies, Speakers, Transportation, and Volunteers with subtotals ranging monthly from $2,950 to $7,800.

How It Works

Three dial with a hand adjusting the middle dial.

1. You assign the budgets

Import or input your chart of accounts, create your budgets and assign them to a budget owner

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2. They submit their budgets

Budget owners complete and submit their budget for approval

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3. You export the summary

Download your complete budget for review or presentation

Why Use Budget Wizard?

You control the chart of accounts. Import it or build it in the wizard; nobody can add lines.

Everyone in their own lane: they see their budget, not anyone else's.

It adds up on its own: every budget totals into one total, by account and by month.

Stop sending reminder emails: you set the due date and the reminders send themselves

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Ready to simplify your budgeting process?

Up and running in a few simple steps. No credit card required.