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Zero-based budgeting overview
Give every dollar a job. Money from the accounts you select sits in Available to assign, then you give it to expense categories and credit cards.
Getting started tips & tricks
After setup, a welcome popup walks you through the basics. Finish it, continue the full tour, or explore yourself. Here's how to get the most out of BudgetBuddie.
Behind the budget
Stuart's money journey
Stuart, a Hawke’s Bay-based consultant project manager, turned to BudgetBuddie to get clear on where his family’s everyday spending goes. With synced accounts and easy insights, he’s more accountable with money and working towards paying down the mortgage and long-term financial freedom.
Kathryn's money journey
Kathryn, a Christchurch mum of two, swapped her spreadsheets for BudgetBuddie to take control of her family’s finances. Visual goals help her stay motivated as she pays down credit card debt and builds savings for a more secure future.
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Goals 🎯
Learn how to get the most out of your goals. Set, track, and achieve your financial goals faster with BudgetBuddie’s easy-to-use tools.
Goals feature overview
Set a target date, track whether you're on track, and link accounts so your goal updates automatically. Use a savings category for regular set-asides instead.
September 26, 2026
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How to edit your goal details
Change a goal's name, target, date, frequency, or linked accounts. You can also archive a goal or delete it.
September 26, 2026
How to guides
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How to create a new goal
Create a goal with a name, target amount, target date, and frequency. Link accounts so the balance updates automatically, or enter it yourself.
September 26, 2026
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