Below is a detailed list of features designed to help you manage your finances with ease, flexibility, and total control — all completely free! There are no subscriptions, no hidden costs, and no nags to donate or subscribe. Just powerful tools, ready to use from day one.
Budget Management & Tracking
Create and manage as many budgets as you like
Track income and expenses of any kind
Use predefined tracking methods (e.g., Needs/Wants/Savings)
Try out all features using two preloaded sample budgets before entering your own data
Export your entire budget to a CSV file for use in any spreadsheet
Set targets for any category, by percentage or fixed amount
View your year-to-date (YTD) average for any category to monitor your goals at any time
Transactions & Importing
Manually enter any type of transaction
Import transactions from bank files, with support for CSV and QFX/OFX formats
Assign transactions to categories, either manually or automatically
Search, filter, sort, and edit any transaction
Add notes and images to your transactions
Split transactions into as many parts as needed, each with its own category
Categories & Organization
Use the built-in list of nearly 200 categories or create your own
Move, rename, and reorganize categories to match your preferences
Activate or deactivate categories as needed
Define keywords and phrases for automatic transaction categorization
Reports & Visualization
View a dashboard with multiple widgets covering key aspects of your finances — weekly, monthly, or yearly
Use the interactive budget table to view all active categories in detail
Filter, sort, and recalculate your budgets automatically or manually
Inspect any budget table amount to see the transactions that make up the total
Explore interactive charts with filtering and customization options
Analyze spending trends with year-to-date (YTD) views
Automation & Scheduling
Create scheduled (recurring) transactions for any period
Automatically generate income or expense transactions for recurring periods
Adjust upcoming scheduled transactions before they’re added
Edit generated transactions to adjust any field
User Experience & Assistance
Access context-sensitive help on any screen or window
Use the preloaded sample budgets (Joe & Susan) to explore the app
Navigate easily with a sidebar layout
Use the toolbar for quick actions, or access all features through the menu
Back up and restore your database automatically or on demand
Adjust settings to customize your experience even further
Ready to take control of your finances with ease, flexibility, and total privacy? BUDGIX gives you all the tools you need — completely free, with no subscriptions, ads, or hidden costs. Whether you’re just getting started or want to explore advanced features, BUDGIX is here to help.
Download it now from the App Store and start budgeting your way.