Waypoint BudgetWaypoint Budget Inc.
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Related Products
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About
Isidore SME is Budgeting, Forecasting and Reporting software for business and Governments designed for real-time management of decentralized budgets at multiple hierarchical levels as a replacement to spreadsheets or cumbersome add-ins to Finance systems. Administer the structure of any number of Groups/Departments/Units/Sections/Branches/Divisions at any time. Administer the structure of financial statements and reports at any time. View a live consolidation of the entire Organization (or multiple Organizations) down through each level of hierarchy to a Cost Centre/Project/Activity/GL Code. Isidore offer a no risk technical solution to your business needs. If you spend a lot of time with difficult processes and systems we can help streamline them. From advice on how best to manage data to providing you with a complete solution.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies of all sizes searching for a solution to manage their budgets
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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.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$7.99
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationIsidore
Founded: 1999
Australia
www.isidore.com
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Company InformationWaypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com
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Categories |
Categories |
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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
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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
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Integrations
Clerk
Flinks
Plaid
Stripe
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