Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Financial planners recommend organizing and planning your money on a monthly calendar budget.
CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app.
- Never miss a bill again with calendared reminders
- Know when your income, expenses, and regular spending happen
- See your account balance on any day in the future
- Plan ahead for upcoming major expenses
- Plan to save for your future!
- Mobile and browser versions stay perfectly in sync
Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too
Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common.
CalendarBudget, is the single point of consult you need to determine whether or not you can afford your next and future purchases.
Description
Planswell offers a complimentary online financial planning tool that generates customized strategies for retirement, debt management, investments, and insurance within approximately three minutes. Users can enter their current savings, contribution levels, desired retirement age, and risk tolerance, allowing the tool to project overall nest-egg growth, create a tailored lifelong withdrawal strategy, and distribute funds across various account types to reduce taxes while enhancing savings. The platform consolidates existing debts, suggests the best options for consolidation with the lowest interest rates to boost cash flow, and assesses insurance requirements to safeguard income against death or serious illness. Additionally, it features engaging dashboards, calculators driven by different scenarios (such as budgeting, child affordability, and investment needs), and comprehensive, easy-to-export reports, all via a secure online portal. Users also have the option to receive a complimentary consultation with a local financial advisor, ensuring that sensitive information remains private. This approach not only empowers users with financial insights but also fosters a more informed decision-making process regarding their financial future.
API Access
Has API
API Access
Has API
Integrations
MX
Pricing Details
$7.99 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CalendarBudget
Country
Canada
Website
calendarbudget.com
Vendor Details
Company Name
Planswell
Founded
2015
Country
Canada
Website
planswell.com
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control