Buxfer Budgeting. Forecasting. Investments. Retirement Planning. All at one secure place.

What is Buxfer?

Buxfer offers a robust suite of online tools designed to empower users in managing their financial future. It provides a centralized platform for consolidating financial accounts, offering a complete picture of one's financial standing. Users can securely sync with over 20,000 banks worldwide or manually upload statements and transactions for comprehensive tracking. The platform emphasizes control over spending through detailed insights, customizable budgets, and real-time alerts for exceeding limits.

Beyond basic budgeting and expense tracking, Buxfer includes advanced features for financial planning. It offers forecasting capabilities to preview future net worth, balances, and expenses based on historical patterns, helping users anticipate potential issues like overdrafts. The tool also supports investment portfolio tracking and retirement planning, allowing users to monitor assets and plan for long-term goals such as retirement or education funding. Additional functionalities include multi-currency support, shared access options for family or accountants, and tools for managing shared expenses (IOUs).

Features

Secure Automatic Sync: Connects with over 20,000 banks globally for automatic transaction and balance updates.
Budgeting Tools: Allows users to proactively allocate and control spending with customizable budgets.
Financial Forecasting: Previews future net worth, account balances, and expenses based on past spending patterns.
Investment Tracking: Monitors entire investment portfolios, including holdings and performance.
Retirement Planner: Facilitates planning for long-term financial goals like retirement and education.
IOU Tracking: Manages shared expenses and informal debts with friends and family.
Multi-Currency Support: Tracks accounts in over 130 different currencies with automatic rate updates.
Access Control: Enables sharing account access securely with family members or accountants.

Use Cases

Consolidating all financial accounts in one place.
Creating and managing personal or household budgets.
Tracking spending habits and identifying areas for savings.
Forecasting future account balances to avoid overdrafts.
Monitoring investment portfolio performance.
Planning for long-term financial goals like retirement.
Managing and settling shared expenses with others.
Analyzing financial data across multiple currencies.

FAQs

Do you offer a free trial?

We do not offer a free trial, but we do offer a 14 money back guarantee. If you cancel within 14 days of your payment, you will get a full refund.
What is your cancellation and refund policy?

We offer a 14 money back guarantee. If you cancel within 14 days of your payment, you will get a full refund. To cancel your membership, click 'My Account', then Settings, then Membership, and click 'Cancel Membership'.