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.
About Waypoint Budget
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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Pricing
Starting Price:
$7.99
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
Waypoint Budget Inc.
Founded: 2026
Canada
waypointbudget.com
Videos and Screen Captures
Dashboard
Product Details
Platforms Supported
Cloud
iPhone
iPad
Android
Chromebook
Training
Documentation
Support
24/7 Live Support
Online
Waypoint Budget Frequently Asked Questions
Waypoint Budget Product Features
Budgeting
Cash Management
General Ledger
Project Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Consolidation / Roll-Up
Forecasting
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Run Rate Tracking
Version Control