Skip to main content
BudgetPilot
PreviewJoin

One account. Every financial context.

Personal budget, business expenses, shared household finances — each in its own workspace with budgets, insights, and members. No more mixing contexts.

Start freePreview workspaces

No account needed for the preview. 14-day full access when you sign up — no card to start.

Also explore Financial import and AI insights — smart financial signals per workspace.

What you could see on day one

  • Your spending rises ~18% on weekends

  • Dining is 18% above your average

  • You may exceed your food budget in 5 days

  • Subscriptions increased ~22% vs last month

Most of us were never given a simple way to see the full picture.

  • Where did my salary go?
  • You are not bad with money—you need a clearer picture.
  • I thought I had more left before payday.

New feature

Financial Workspaces — one account, every financial context

Your personal spending, your side hustle revenue, and your shared household budget don't belong in the same view. Workspaces give each financial context its own transactions, budgets, insights, and members — inside a single BudgetPilot account.

Separate contexts, not accounts

Create workspaces for Personal, Business, Freelance, Family, or Startup — each with isolated data, budgets, and AI insights.

Invite members

Share a workspace with your co-founder, partner, or accountant. Everyone sees the same numbers — no more forwarding spreadsheets.

Switch instantly

One click in the sidebar swaps your entire dashboard to a different financial context. No reload, no re-login.

Read the full Workspaces article · Try workspaces in the interactive preview

Latest updates

Subscription tracking and financial reports — now live

Two features that solve problems most budgeting apps quietly ignore: knowing what recurring charges are coming up before they hit, and generating a clean financial statement when you actually need one.

Recurring payment tracker

See every subscription and recurring charge renewing in the next 7 days — with amount, cadence, and monthly commitment total. No more silent charges you forgot about.

  • Renewals grouped by urgency (today, tomorrow, this week)
  • Upcoming vs already-paid this month at a glance
  • Works across web and mobile dashboard

Financial reports — PDF & CSV

Generate a downloadable financial statement for any period — monthly, quarterly, annual, or a custom date range. Hand it to your accountant, attach it to a tax return, or just keep a record.

  • PDF: formatted statement ready to share
  • CSV: raw data for spreadsheet analysis
  • Per-workspace — personal and business stay separate

Read the full article on subscription tracking & financial reports · Try it free — 14-day full access

How it works

  1. Import your transactions

    CSV, Excel, or PDF — drag, drop, done. Open Banking sync is coming soon.

  2. See everything in one place

    Budgets, transactions, and balances together.

  3. Get automatic insights and alerts

    Pace, patterns, and limits—without the spreadsheet.

How we are different · Deeper walkthrough

Product preview

Inside the app

A calm dashboard and a readable ledger—built for daily use, not demos.

Dashboard

Income

$4.2K

Spent

$2.8K

Left

$1.4K

Spending trend

Dashboard

Income, spending, and what is left—at a glance.

Transactions
DateMerchantAmt
  • Mar 4Whole Foods-$84.20
  • Mar 3Salary deposit+$2,400.00
  • Mar 2Metro pass-$45.00
  • Mar 1Coffee-$6.50

Transactions

Every line categorized and searchable.

For teams

BudgetPilot for Startups & Teams

Startups and small teams shouldn't need enterprise finance tools to stay aligned on money. A shared workspace replaces the spreadsheet you keep forgetting to update.

  • Shared financial visibility

    Every team member in the workspace sees the same real-time data — transactions, budgets, burn rate. No more "can you share the latest spreadsheet."

  • Role-based access

    Invite co-founders as admins, accountants as viewers, and contractors as members. Control who sees what without separate tools.

  • Workspace-based structure

    Create a workspace per project, per entity, or per department. Each operates as its own financial environment with isolated data.

  • Replace the spreadsheet

    Stop emailing CSVs. Stop maintaining a Google Sheet that's always out of date. One workspace, always current, always shared.

  • AI insights per context

    Spending patterns, budget pacing, and anomaly detection run per workspace — so signals are relevant to the team's actual financial context.

Start free with your teamPreview workspaces

14 days full access — no card required

Simple pricing

Full access for 14 days after you sign up. No card to start.
Upgrade only if BudgetPilot earns a place in your routine.

Start here

Your first 14 days, fully unlocked

Full Insights (signals plus explanations), spending breakdowns, shared budgets, and goals—the same experience as Premium, so you can judge clarity and control, not a feature checklist.

  • Full access for 14 days after you sign up
  • No credit card to start
  • Nothing is charged during your 14-day trial
  • Gentle in-app reminders before access changes

Everything included

  • Unlimited workspaces
  • Invite members to workspaces
  • Import CSV, Excel & PDF statements
  • Share budgets with collaborators
  • AI transaction categorization
  • AI insights, alerts & co-pilot chat
  • Multi-currency support
  • Weekly financial reports
  • Goals & savings tracking
Start free — 14 days full access

After your trial — if you want to keep the clarity

  • Premium monthly

    Stay flexible

    €8 / month

    One simple bill to keep full insights, editing, and household tools—cancel anytime from settings.

    • Month-to-month — cancel anytime
    • Unlimited workspaces & members
    • Import CSV, Excel & PDF statements
    • Share budgets with collaborators
    • AI insights, alerts & co-pilot
    • Multi-currency support
    • Weekly financial reports
    • Goals & savings tracking
    Create account & try free first
  • Best value

    Premium yearly

    €75 / year

    Save about €21 vs twelve monthly payments.

    For people who want long-term awareness without thinking about billing every month.

    • Everything in Premium monthly
    • Lower effective monthly cost
    • Unlimited workspaces & members
    • Import CSV, Excel & PDF statements
    • Share budgets with collaborators
    • AI insights, alerts & co-pilot
    • Multi-currency support
    • Weekly financial reports
    • Goals & savings tracking
    • Renews annually — cancel anytime
    Create account & try free first

Billing clarity: the 14-day period is granted when you create an account—not a card trial. Pay only if you choose Premium later.

Ready when you are

Try the interactive preview first, or start free with full access. No card required to begin.

Start freeTry interactive preview

Learn more about BudgetPilot