Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhanced budgeting processes are achieved more efficiently when educational and financial planning are conducted concurrently. MyBudgetFile equips leaders throughout your school district with the tools needed to foster innovation, implement necessary changes, and navigate challenging decisions that ultimately lead to optimal outcomes for students. Drawing from decades of expertise in the realm of education and K-12 district finance, our founder inspired the development of MyBudgetFile. Crafted by professionals with extensive backgrounds in school business, education, finance, and information technology, MyBudgetFile emphasizes the importance of those directly impacted by budgetary choices being the most suited to make them. By facilitating ownership of budgetary matters, MyBudgetFile empowers leaders at all levels within your district to take charge of the financial aspects relevant to their respective areas. This collaborative approach ensures that the voices of those on the ground are heard and considered in the budgeting process, leading to more effective resource allocation.

Description

Automated budgeting and expert support will help you take control of your finances. We've made budgeting more convenient: Automatic transaction imports AI-assisted automated transaction classification Get started with a free 1-on-1 coaching session Support for multiple budgets, both personal and business E-book Guide When you need support, there is always someone on hand to help. We offer two plans: Premium Annual Plan $130/year 30 day Money Back Guarantee, no questions asked Cancel at any time after 30 days and receive a prorated refund Lifetime Pass $400 One-Time Payment 30 day money back guarantee No cancellation past 30 days All Plans Include: Budgeting App Support for multiple budgets, both personal and business Live Chat Support 1 1on1 Financial Coaching session (Valued at $125) Templates for various situations (Coming soon) Transaction Automations (Coming soon) Support for Products & Financial Coaching via Community Personal Finance Guide E Book - Free

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe No 

Integrations

Stripe Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$130/year
$400 lifetime plan

Paid plans include a free 1on1 coaching with a financial coach

Students are free with valid student email
Free Trial Yes 
Free Version No 

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 No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

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 No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

MyBudgetFile

Website

www.mybudgetfile.com

Vendor Details

Company Name

Peaceful Mindful Pocket

Founded

2024

Country

United States

Website

peacefulmindfulpocket.com

Product Features

Budgeting

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

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management No 
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 No 
Run Rate Tracking No 
Version Control No 

Alternatives

Alternatives

Waypoint Budget Reviews

Waypoint Budget

Waypoint Budget Inc.