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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Track rollover amounts, create custom budget cycles, track campaigns, automatically pause campaigns, reduce spend if budgets exceed, keep track your KPIs, and much more. Automated, current, and efficient budget pacing reporting that will save you time. You can set custom budget cycles or monthly budget cycles for any time period, whether it's one-off or repeated. Track rollover amounts to automatically update the next budget cycle. A top-level dashboard view of all clients, budgets in both graph and table formats. You can drill down to individual budgets to view the campaigns and modify their daily budgets. Platform and email notifications can help you spot potential pacing issues and take corrective steps. We won't force you to work in a certain way. You can create repeating cycles based on days, weeks, or months and use monthly budgets to start on any day of the month.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Clerk No 
Facebook Ads Yes 
Flinks No 
Google Ads Yes 
Instagram Ads Yes 
Meta Ads Yes 
Plaid No 
Stripe No 

Integrations

Clerk Yes 
Facebook Ads No 
Flinks Yes 
Google Ads No 
Instagram Ads No 
Meta Ads No 
Plaid Yes 
Stripe Yes 

Pricing Details

$79 per month
Free Trial Yes 
Free Version No 

Pricing Details

$7.99
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

EDEE AI

Country

United Kingdom

Website

edee.ai/

Vendor Details

Company Name

Waypoint Budget Inc.

Founded

2026

Country

Canada

Website

waypointbudget.com

Product Features

Campaign Management

Channel Management Yes 
Contact Database No 
Email Marketing No 
Event Triggered Actions No 
Lead Management No 
Multi-Campaign Yes 

PPC

A/B Testing No 
Account Alerts No 
Analytics / ROI Tracking No 
Bid Management No 
Budget Management Yes 
Campaign Management Yes 
Conversion Tracking No 
Google / Bing Ads No 
Keyword Research Tools No 
Keyword Tracking No 
Landing Pages / Web Forms No 
URL Builder No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

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