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About

Check out the planning process of the Lightning version of CloudBudget. In just ten minutes you will understand the fundamentals of how it works! CloudBudget is a comprehensive budgeting application that allows you to plan budgets and measure the financial stability of your organization with line item budgetary tracking. Since 2010 CloudBudget experts have been assisting organizations of all sizes and types to better budget and plan. The problem we sought to solve and continue to confront is the spreadsheet-centric budgeting process too many organizations rely on despite the painful drawbacks. Our goal was to design a product that affordably leverages the strengths of Salesforce and the force.com platform to bring relief to organizations struggling with consolidation, workflow control, validation, permission control, reporting, integration and other basic budgeting needs that spreadsheet approaches make difficult.

About

UrBudget is a zero-based envelope budgeting app for Windows and macOS, designed for individuals and households. It helps users assign income to categories, track spending, move money when plans change, and carry unspent balances forward. Targets help plan for irregular bills, while credit-card spending is reserved for payment. Users can enter transactions or import CSV, OFX, QFX, or QIF files, review imported rows, and skip duplicates. SimpleFIN Bridge can sync US and Canadian bank accounts. Users moving from YNAB can import accounts, transactions, categories, and targets. The app includes reports and a loan planner, plus an optional assistant for budget questions, overspending coverage, and receipt reading; proposed changes require user approval. Budgets are stored locally, with optional end-to-end encrypted sync between computers. A 30-day trial precedes a one-time license purchase; sync is billed separately.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies and professionals in search of a budgeting application solution

Audience

Individuals, couples and households who do envelope or zero-based budgeting, including YNAB users who would rather pay once.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$60/user/month
Standard CB license - $60/user/month
Non-profit discount - $45/user/month
*Quantity discounts available
Free Version Supported
Free Trial Supported

Pricing

$9 one-time
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

CloudBudget
Founded: 2010
United States
www.cloudbudget.com

Company Information

UrBudget
Founded: 2026
Saudi Arabia
urbudget.app/

Alternatives

Alternatives

Waypoint Budget

Waypoint Budget

Waypoint Budget Inc.
Budget Cruncher

Budget Cruncher

Debarel Systems
Martus

Martus

Martus Solutions

Categories

Budgeting Supported

Categories

Budgeting Supported

Budgeting Features

"What If" Scenarios Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Supported

Integrations

YNAB Not Supported

Integrations

YNAB Supported
Claim CloudBudget and update features and information
Claim CloudBudget and update features and information
Claim UrBudget and update features and information
Claim UrBudget and update features and information