Key Features

Samples

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System requirements
Internet Browser
Java enabled


Budget Buddy


     Interactive. Powerful. Professional.

Budget Buddy is a fully online budgeting service which help you to achieve your goals, through a detailed budget tracking and target settings.

You can keep track of ALL your financial information in a secure environment, where you never need to worry about backing up or loss of data due to unforeseen events such as PC migration, robbery or hard disk crash. Being online, you can access this information anywhere at anytime! And you can easily present your financial statements to your mortgage broker, banker, financial planner or accountant, in their offices.

It is fully interactive that we will send you reminder emails when you are due to payment or your data is out of date. With your permission, your mortgage broker, financial planner, or accountant to monitor your account and both of you will be notified via email if your targets are missed so appropriate actions can be taken.

It is extremely powerful that you can track your property and account in every details, yet minimise the requirement and burden of data entry via online banking data import, wizard, recurring function, calendar pop up....etc so you can set up your data in a minimal time.

It is professionally designed so you can generate reports just like you have a standalone software.

It is not just a financial management tool. It is a system that will change your mindset about money. You can be constantly reminded of the interest cost each day. You will be constantly monitored by your own soul or your manager to make your targets on track.

With Budget Buddy, you are truly having your financial information at your fingertip!

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Key Features
  • Balance sheet and Income statement
    Take into account of all your assets and liabilities
  • Property investment
    Track your income and expenses, mortgage, as well as full depreciation schedule history.
  • Accounts
    All types of accounts. Interest rate history on each account.
  • Budget Tracking
    Create your own detail budget. Compare your actual spending with the budget each month.
  • Automatic Target Generation
    Based on all your income and expense, the system will automatically generate the target on your property loan account where you can focus on reducing the loan.
  • Automatic Animated Reminder Emails
    We will send you regular reminders of your next bill payment or any appointment. You can also use this to schedule your favourite animated greeting or message to send to your friends, clients or loved ones for any occasion.
  • Cashflow Sensitivity Analysis
    To give you an idea of your current cashflow should the interest rate or rental income is changed.
  • Loan Analysis
    To test the effect on your loan by different repayment scenarios.
  • Professional Report
    Can generate professional report like a standalone software.
  • Export your report in Excel or PDF file.
  • Ease of Use
    Minimum data entry required via our online banking data file import, wizard, recurring function, calendar or calculator pop up...etc.
  • Security and Privacy
    We view this importantly and hence your data is placed in our secure server with 128 bit encryption. No one even our customer support can view your password and other security data such as account number or street number. In addition, your login date and time will be logged everytime when your data is accessed.
  • Software Upgrade or Support
    No need to pay for or spend time in software upgrades as you will always access to the latest upgrade. In addition, the support is free.
  • No Hidden charge
    There is no other charge besides the annual subscription fee.
  • No shipping fee!
  • No upgrade fee!
  • No support fee!
   

Samples
    Brochure
Click Here to download the Budget Buddy presentation.
 
    Screen shots
Main Screen
Financial Summary
Budget Tracking
Income Statement

 
Pricing
Description Product # Price ($)
Budget Buddy P15101 39.95 /mth or 550 pa