Waypoint BudgetWaypoint Budget Inc.
|
||||||
Related Products
|
||||||
About
We know the hours you spend creating your budgets in spreadsheets, only to find its not adding up. This is why Forecast 5 is the modern solution for preparing financial statements, saving you time, and letting you focus on what's important. Discover how Forecast 5 gives you the confidence to trust your numbers by watching our quick pre-recorded demo. From stock to wages, to consolidations, to reports, we cover all aspects of budgeting, making the process so much easier than before. A purpose-built tool that will let you trust your numbers can't be beaten. The easy way to get your reports out! Create customized and professional report packs ready to be printed with a touch of a button. Profit and Loss, Balance Sheet, Cashflow, and Funds Flow are built into Forecast 5, meaning you can get these, and more, financial reports quickly and easily. Consolidate departmental budgets to produce a company budget, do intercompany eliminations and generate the full financial reports.
|
About
Waypoint Budget is a personal finance app that helps individuals and couples take control of their money. Connect your US or Canadian bank accounts through Plaid or Flinks for automatic transaction syncing. Set monthly budgets by category and track spending in real time with visual breakdowns. Get personalized savings advice from an AI Money Coach that analyzes your actual spending patterns. Track your net worth across all accounts including registered accounts (RRSP/TFSA and 401k/IRA). Share budgets with your partner through household budgeting. Set financial goals with projected timelines. Includes smart categorization, recurring transaction detection, monthly reports, calendar view, CSV import, and bank-level encryption.
Free tier available.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Companies requiring a forecasting and budgeting solution to improve financial certainty
|
Audience
Individuals and couples looking to manage personal finances, track spending, and build savings. Ideal for young professionals, families, and anyone new to budgeting in the US or Canada.
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$99 per month
Free Version
Free Trial
|
Pricing
$7.99
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationForecast 5
Founded: 2013
New Zealand
forecast5.com
|
Company InformationWaypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Budgeting Features
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
|
Budgeting Features
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
|
|||||
|
|
|