For a purchase, trip or milestone
Spending Target
Set an amount and date, then track recorded and scheduled contributions.
01Budget Goals
Plan for the big things in life with Budget Goals.
Track holidays, major purchases, account balances, debt payments, income targets and projects with Budget Goals that stay connected to your household finances.
Spending Target
Set a target and choose the calculation.
Set an amount and date for a holiday, purchase or milestone. Use a fixed amount on each scheduled date or a percentage of positive projected surplus. Budgetezy shows the dates and amounts so you can review the calculation before saving.
Set the targetAdd the name, amount and target date.Choose the calculationUse a fixed amount or a percentage of positive projected surplus.Review the scheduleCheck the proposed dates and amounts before saving.
Budget Goal types
Five ways to plan the big things.
Choose the type that matches what you are planning. Each one keeps its details, schedule and progress together with your household budget.
For an account balance
Grow Your Balance
Plan regular transfers or work toward a balance by a set date.
02For a debt you are paying down
Pay Off Debt
Keep the balance, rate, payments and estimated payoff date together.
03For an income target
Grow Your Income
Set a target beside an income and compare it with the current amount.
04For an event or project
Plan a Project
Keep the planned income and expenses for an event or project together.
05Choose the calculation
Review the dates and amounts before you save.
Spending Target and Grow Your Balance can use a fixed amount on each scheduled date or a percentage of positive projected surplus. Budgetezy shows the proposed schedule before it becomes part of your calendar.
Pay Off Debt
Keep track of your debt payments.
Add the balance, interest rate and payment schedule you are working with. Budgetezy calculates an estimated payoff date and keeps planned payments beside the balance you update from your statements.
Grow Your Income · Plan a Project
Create specialised goals.
Keep an income target beside an income already in your budget, or bring the planned income and expenses for an event or project into one goal. Both stay connected to your household budget.
Everything in one place
Keep track of everything.
View Budget Goals alongside your regular household income and expenses in the calendar. See active goals on the dashboard, and keep recorded activity and future schedules together with the rest of your budget.
Help & Guides
See how your goals take shape.
Explore the five goal types, the details you can enter and how Budgetezy tracks progress alongside your budget.
Explore all guidesUnderstand Budget Goal types
Compare the five live goal types and their records.
Plan a purchase with Spending Target
Review target amounts, dates and contribution schedules.
Track a debt balance
Understand entered debt values and the payoff estimate.
Track an income target
Compare a linked income with its target frequency.
A plan for your next chapter
Sign up to Budgetezy today.
See your money move over time, plan towards the things you want and test changes before you commit. Start free with Basic or choose more room to plan with Premium.
Access Budgetezy on any device through your browser.
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Unlimited accounts and budgets · plan up to 10 years ahead
See projected cash and upcoming bills
Plan holidays, projects and other goals
Test changes before committing to your budget
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