Jet Budgetsinsightsoftware
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Waypoint BudgetWaypoint Budget Inc.
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Related Products
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About
Significantly reduce the time and resources required to complete a budgeting exercise company-wide with an intuitive, Excel, and web-based interface that automates checks and balances and controls the budget workflow. Easily see actual-to-plan for accurate decision making through an Excel-based reporting platform that reduces redundant tasks and the risk of inaccuracy by eliminating error-prone copy, pasting, and exporting.
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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
Microsoft Dynamics users that want a budgeting solution
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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 Informationinsightsoftware
Founded: 2000
United States
insightsoftware.com/jet/jet-budgets/
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Company InformationWaypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com
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Alternatives |
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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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Integrations
Clerk
Flinks
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Plaid
Stripe
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Integrations
Clerk
Flinks
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Plaid
Stripe
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