Features
Everything You Need to Stay on Top of Your Finances, and More!
Worldwide Bank Sync
Automatic, secure download of transactions and balances from 20,000+ banks across 70+ countries
Insights
See visual reports that break down money spent across various categories
Budgets
Build up savings in particular categories to spend at a future time
Forecast
Estimate your future spending, income and account balances.
Track Investments
Track investment holdings, performance and allocation across all investment accounts
Retirement Planner
See your long-term financial forecast for achieving big life goals like retirement or buying a house
Rules
Create custom rules to categorize or modify transactions based on merchant, location or other metadata
Access Control
Allow stakeholders like a spouse, accountant or financial advisor to view and monitor your finances
API
Get your data in and out of the system with a few lines of programming so you can run reports or integrate with other systems
Multiple Currencies
Track and convert assets held in different currencies. Currency rates are updated automatically every day
Manual Upload
Upload bank statements to Buxfer without entering your banking password
IOU Tracking
Keeps tabs on shared expenses with friends and family. Easily collect money owed to you
Automatic Backups
All your financial data is automatically backed up to a cloud storage service like Dropbox or Google Drive
Automatic Tagging
Transactions are automatically tagged based on merchant description and other metadata
Top Movers
Spot top categories where spending has deviated compared to past time periods
Manual and Auto Data Entry
Edit or delete any financial data entered into the system or allow Buxfer to do it for you automatically
Timeline
View spending trends and spot discrepancies with a visual chart
Reminders
Track recurring bills and get reminders when payments are due so you can avoid paying late fees
Manual Transaction Entry
Record expenses manually in a few seconds with your mobile device
View Spending Trends
View a visual chart showing your spending trend over the past months or years
Budget Tracker
Set spending goals, track progress and receive alerts if you spend more than you planned
SMART Alerts
Receive automated alerts warning you when you’re about to overspend on your checking account or exceed your credit limit
Desktop-First Application
Engage with your finances on a desktop computer—perfect for power users
Nested Tags
Create endless tags and sub-tags to categorize expenses and to get an in-depth view of where your money goes
Friendly Support
Talk to a support agent to get assistance quickly
LET’S GET STARTED!
See all your accounts at one place. Track your income, expenses, savings & investments.