Hello & Welcome!

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Welcome to BudgetBuddie, a personal finance mobile & web companion platform that will empower you to make better money choices and give you more clarity on your finances. Before we kick into our story I want to give a quick intro, my names Tim and i'm the founder of BudgetBuddie.

Our story

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Our story really started back a year ago when I really started to take my finances seriously, I spent hours on end researching on how to create the foundation for a better financial future. Yes i've made many dumb money choices that led me to this point, haven't we all?

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Throughout the process what I found from many books, websites, articles and podcasts was that not only was my head spinning, but there wasn't really any platforms out there that provided me with full clarity on my finances and allowed me to easily understand it. Some platforms had some feature's but were missing others, some were too complicated, some took far too long to set up, and the list goes on. That's where my eureka moment began!

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Managing your personal finances shouldn't be difficult, you should easily be able to take control of it, no matter what your experience level is.

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I ended up spending hours on end building and updating spreadsheets to manage mine & my partners finances. The realisation I came to was that managing your personal finances shouldn't be difficult and anyone should be able to take control of it, no matter what their experience level is. So then BudgetBuddie was born.

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Why now?

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Money is a taboo subject in New Zealand. We make money, we spend money, we save money, we sometimes invest money but we never really talk about money for some reason? But good news! That persona is starting to change, with prices increasing for household items, we're seeing a lot more people open up about their finances and search for help & guidance to navigate through these turbulent times.

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Getting on top of your money and making sure its not just cash-in cash-out each week is one of the first key mountains you need to conquer. To do that, the first step is you need to analysis your spending and set a budget for yourself.

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Taking that first step can be daunting and that's why we created BudgetBuddie, not only to help you through that first step but also to take the next step as well.

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Taking that first step can be daunting and that's why we created BudgetBuddie, not only to help you through that first step but also to take the next step as well. We provide the full picture so you can start to take action and have confidence in taking control of your financial future.

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How does it work?

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BudgetBuddie helps guide users to get control of their financial life and ultimately make better money choices, our app includes all of the below features that enables users to manage their finances throughout every stage of life. You can check out our features here.

  • Create & view customised dashboards
  • Set & manage budgets
  • Manage cashflow
  • Track net worth
  • Set goals
  • Manage retirement savings
  • Manage spend merchants
  • Manage transactions
  • Track investments
  • Get key insights & notifications
  • Connect accounts or import data

Users can either import their csv bank data or can securely connect to their providers where your data is updated automatically, you can find our full list of providers here.

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Once you've connected or imported your data, BudgetBuddie will digest it and then provide you with insights on your personalised dashboard. We'll then walk you through every step to get you set up and make sure you're getting the most out of the app. We'll go into each feature in detail in the next blog posts to give more context.

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Is the app live yet?

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Not just yet but watch this space! We're still busily working in the background to get it developed and launched. Hold tight, we promise it'll be worth the wait!

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If you're interested to register for when we launch, feel free to register here.

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Final words.

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Thanks for reading, if you have any feedback or questions on what you've seen so far, feel free to get in touch using our contact form or alternatively give us a bell at hello@budgetbuddie.co.nz

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Disclaimer

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This blog or any other information provided by BudgetBuddie is not financial advice. If you're needing financial advice please get in touch with a licensed financial advisor or professional.