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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PROFITstar Budget is a versatile software solution tailored for organizations looking for an all-encompassing approach to budgeting, financial forecasting, and reporting, seamlessly compatible with any core operating system. This platform supports both top-down and bottom-up budgeting methods, accommodating scenarios where budgeting occurs at either the consolidated financial level or the branch/cost center level before consolidation. PROFITstar Budget streamlines the budgeting process by enabling institutions to create custom scenarios and forecasts, ensuring efficiency and precision. With just a few clicks, users can produce tailored variance reports and visual representations of their financial data. Furthermore, it is designed to adapt and scale with institutions, making it suitable for a wide range of users, from smaller entities to large corporations with multi-billion dollar portfolios. The software not only enhances the budgeting experience but also empowers organizations to make informed financial decisions effectively.

Description

Waypoint Budget is a personal finance application designed to empower individuals and couples to manage their financial resources effectively. Users can effortlessly link their bank accounts from the US or Canada via Plaid for seamless transaction synchronization. The app enables users to establish monthly budgets by category and monitor their spending in real-time with visually informative breakdowns. An AI Money Coach offers tailored savings guidance by examining users' spending habits. Moreover, it allows users to track their net worth across all financial accounts, including registered accounts like RRSP/TFSA and 401k/IRA. Couples can collaborate on budgeting by sharing plans, while users can set realistic financial goals with estimated timelines. Additional features include intelligent categorization, detection of recurring transactions, monthly summary reports, a calendar view, CSV file import capability, and bank-grade encryption for security. A free tier is also available for those looking to get started. This app serves as a comprehensive tool for anyone aiming to enhance their financial literacy and achieve their monetary aspirations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Clerk
Flinks
Plaid
Stripe

Integrations

Clerk
Flinks
Plaid
Stripe

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$7.99
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

ProfitStars

Founded

1983

Country

United States

Website

www.profitstars.com/Financial-Performance/profitstar-solutions/Pages/PROFITstar-Budget.aspx

Vendor Details

Company Name

Waypoint Budget Inc.

Founded

2026

Country

Canada

Website

waypointbudget.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

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

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