Related Products
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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.
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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.
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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
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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
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Audience
Companies and professionals in search of a budgeting application solution
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Audience
Individuals, couples and households who do envelope or zero-based budgeting, including YNAB users who would rather pay once.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$9 one-time
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationCloudBudget
Founded: 2010
United States
www.cloudbudget.com
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Company InformationUrBudget
Founded: 2026
Saudi Arabia
urbudget.app/
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Categories |
Categories |
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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
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Integrations
YNAB
Not Supported
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