Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
This application serves as a comprehensive web-based budgeting and integrated spend management solution, along with offering additional features! Initially developed as a desktop budgeting program for Windows, it has transformed into a sophisticated cloud application for managing project budgets and expenditures. The core of this tool lies in the seamless integration of project budgets with purchase order monitoring, ensuring that all spending is meticulously tracked. The example of the tree structure demonstrates how Purchase Order objects (PO records) are organized hierarchically. All financial elements ascend from the POs (represented in green) to Projects (shown in wheat), then to Accounts (depicted in blue), and finally to Budgets (illustrated in grey). This structured financial framework is established by the Team, which includes the Admin, Project Managers, and Vendor contacts, who collaborate to create an initial budget framework. They work together in real time to generate new POs, approve costs, issue purchase orders, and monitor all invoices along with any changes throughout the lifecycle of the POs, ensuring a streamlined financial management process. With this integrated approach, teams can enhance communication and efficiency in their budgeting tasks.
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
Integrations
Clerk
No
Flinks
No
Plaid
No
Stripe
No
Pricing Details
$1495 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$7.99
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Spicer-Baer Associates
Founded
1998
Country
United States
Website
spicer-baer.com/cloud-tracking-solutions/
Vendor Details
Company Name
Waypoint Budget Inc.
Founded
2026
Country
Canada
Website
waypointbudget.com
Product Features
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
No
Run Rate Tracking
No
Version Control
Yes
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