Powerful. Professional. Interactive.
Budget Buddy® is the most powerful internet based budgeting and financial management system in the market.Its professional design allows you to easily manage your financial information with an extremely interactive experience.
Following is a list of brief features that you will see in Budget Buddy®.
 Coaching
Service |
Property |
| Financial
Summary |
Budget |
| Balance Sheet |
Goal Settings |
| Income Statement |
Reminder |
| Accounts |
Others... |
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Coach Service When you
subscribe to our Budget Buddy System, you can optionally have one
of our coaches (or your own coach) assigned to your account. A coach
can be your accountant, mortgage broker or financial planner or even
a family member. The role of your coach is to ensure you use this Budget Buddy System to its full potential and help you to achieve your goal by formulating a strategy together. |
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Financial Summary • Up-to-date
financial status in the most easy to view format. • View all your assets, liabilities, income and expenses in ONE page! • Available in graphical or text format. • Comparison of last month's and this month's budget and actual spending. |
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Balance Sheet • View
your networth (or net wealth) in detail. • Project into next 10 years! |
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Income Statement • View your cash
flow in details. • Project into next 10 years! |
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Accounts • Manage unlimited number
of accounts and transactions. • Upload your transaction records from online banking. • Each account has its own interest rate history. • Extra payment analysis. |
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Property • Manage your home and
all your investment properties. • Automatic property and mortgage stamp duty calculation. • Upload your own property photo. • Mortgage reduction system. • Full depreciation schedule history. • Cashflow sensitivity analysis. • Mortgage analysis. |
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Budget • Record
your budget in a specific month. • Automatic rollover budget into next year. • Compare the budget with your actual spending. • Group your budget items. • Varies view of your budget schedule (eg. current month, full year..etc). |
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Reminder • Receive
animated emails to remind you of your bill payments, goals, missed
targets on your mortgage and special dates....etc. • Send animated emails to your clients, friends and family for any occasions. |
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Goal Setting • Goal
setting assistance to fill your action plan. • Upload your goal picture. • Goal reminders are constantly displayed to keep you on track. |
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Others... • Includes
all other assets and liabilities that do not belong to properties
or accounts (eg. business or student loans). • Professional reports (some allow you to export your information into a PDF file). • and much more... |
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