Budget Planner FAQ

What is BudgetWizard?

BudgetWizard is a simple web-based budget planner and expense tracker. It helps you log income and expenses, set monthly spending limits by category, and see a clear picture of your finances — all from your browser, on any device.

How much does BudgetWizard cost?

BudgetWizard offers a free trial so you can explore the app before committing. After the trial, it costs $4.99/month. There are no tiers, no hidden fees, and no annual contracts.

Is there a mobile app?

BudgetWizard is a web-based budget planner. It runs in your browser on any device — desktop, tablet, or phone. No App Store download required. Just open your browser and go.

How do I get started?

Sign up for a free trial, then start adding your transactions. You can log income and expenses manually, or import them from a CSV file. Set up categories and monthly budgets to start tracking your spending right away.

Is my data secure?

Yes. Your data is encrypted in transit and at rest. We never sell your data or share it with third parties. You can export your data at any time.

Can I import transactions?

Yes. BudgetWizard supports CSV import. Export a CSV file from your bank or another app, then import it into BudgetWizard to bulk-add transactions. This is a fast way to get caught up without entering everything manually.

What's the difference between BudgetWizard and YNAB?

YNAB uses an envelope budgeting method that requires learning a specific system. BudgetWizard is simpler — you track income and expenses, set category limits, and see where you stand. BudgetWizard also costs less ($4.99/month vs. ~$14.99/month for YNAB). See our full comparison on the BudgetWizard vs YNAB page.

Read more: BudgetWizard vs YNAB →

Does BudgetWizard connect to my bank?

BudgetWizard does not connect to bank accounts. You add transactions manually or via CSV import. This keeps your banking credentials completely separate from any third-party app.