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Budget Builder

Looking for a Smarter Way to Manage Your Money?  

Baker Boyer’s Budget Builder is here to help.  

We know that the toughest thing about personal financial management is simply organizing all the details of your financial life.  

And that’s why our Budget Builder is built to make it much easier to understand your spending and gain insights about how your money comes and goes each month.  

The Budget Builder can help you stay on top of your bills, your cash flow, and your entire financial picture, so you can set clear goals and achieve them.  

Budget Builder Overview Videos

These videos give an brief introduction to Budget Builder:




Interactive Spending Wheel

View your top expenses in real-time. Click the center to see a list of transactions from each category, to stay in touch with your spending and overall finances.

Spending Wheel sample

Easy Budget Tools

Build and view spending targets that are important to your financial big picture. The insights feature provides your spending history, along with suggestions for staying on track.

Spending at a Glance

The analyzer quickly shows your percentage and total amount spent in each category; while allowing the user to customize the date range to identify any trends.

Cash Flow Control

By adding your paychecks and expenses, you’re now able to view income and spending trends right from the dashboard. The better you understand your cash flow, the easier it is to manage it on a daily, weekly, and monthly basis.

Net Worth Snapshot

Track your investments, wealth, and debts all in one place, while having access to monthly, quarterly, and annual trends. Your financial future is just as important as your day-to-day.


Setting up Budget Builder

To get started, view our simple step-by-step guides to set up your Dashboard, Goals, Spending Targets, Cashflow, and Add Accounts.

Let's Talk

If you're interested in learning more, please fill out the form below: