Peaceful Mindful Pocket 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
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Martus
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Waypoint Budget
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.
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Cube
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Pricing
Pricing Starts At:
$130/year
Pricing Information:
$400 lifetime plan
Paid plans include a free 1on1 coaching with a financial coach
Students are free with valid student email
Paid plans include a free 1on1 coaching with a financial coach
Students are free with valid student email
Free Trial:
Yes
Integrations
Company Details
Company:
Peaceful Mindful Pocket
Year Founded:
2024
Headquarters:
United States
Website:
peacefulmindfulpocket.com
Media
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Product Details
Platforms
Web-Based
Windows
Mac
Linux
Types of Training
Training Docs
Live Training (Online)
Customer Support
Live Rep (24/7)
Peaceful Mindful Pocket Features and Options
Budgeting Software
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
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