Budgetrapp
Share financial budgets with clients - Spreadsheet style
Details
- Follow on
- Categories
- FintechEducation & Learning
- Target Audience
- Financial PlannerPrivate persons
- Pricing
- Free
- Platforms
- Web
- Featured in
- Best Tools for Financial Planner
- Alternative To
- Budgetist
Liberty Budget
About Budgetrapp
A collaborative budgeting platform designed for financial planners to build, track, and manage financial plans alongside their clients without the need to link bank accounts.
Product Insights
Budgetrapp is a web-based fintech platform that enables financial planners to collaborate with private persons on budget management using a spreadsheet-style interface. The tool focuses on manual tracking and reporting, specifically prioritizing user privacy by operating without bank account linkages.
- Available as a free tool for financial management and client reporting.
- Eliminates the privacy risks associated with linking external bank accounts.
- Provides a familiar spreadsheet-style interface for collaborative budgeting.
- Accessible across platforms via a mobile-responsive web application.
Ideal for: Financial planners and private persons who need a collaborative tool for manual financial tracking and reporting without account synchronization.
Budgetrapp is categorized alongside alternatives such as Budgetist and Liberty Budget in the financial planning and budgeting space.
Product Video
Watch a video demo of Budgetrapp.
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