Zero-based budgeting
Give every available dollar a purpose with flexible monthly plans built around your real priorities.
Personal finance with a complete plan
Take control of your money. Build wealth with confidence.
CASE Budget brings budgeting, transactions, bills, savings, debt, net worth, and financial planning into one clear, connected workspace.
No credit card requiredMobile-first experienceSecure workspace access
August budget
Monthly plan
Income
$8,240
Assigned
$8,240
Remaining
$0
Housing
4 budget items
$2,850
Mortgage$2,250
Electricity$225
Water$95
Next bill
Internet · Aug 8
Emergency fund
72% complete
Security-focused
Protected accounts and workspaces
Mobile-first
Designed for every screen
Built for collaboration
Personal and shared planning
Complete financial management
Everything you need to build a stronger financial life
CASE Budget is more than a monthly spending plan. It brings the essential parts of your financial life together in one organized system.
Transaction tracking
Review, categorize, and understand your spending across personal and shared workspaces.
Bills and reminders
Track upcoming payments, recurring expenses, due dates, and overdue bills before they become a problem.
Savings goals
Create goals, monitor progress, and stay focused on emergency funds, purchases, travel, and long-term plans.
Debt payoff planning
Organize balances, compare payoff strategies, and build a clear path toward becoming debt-free.
Net worth tracking
Bring assets, debts, accounts, and investments together for a complete view of your financial progress.
A better way to plan
Your budget should support your life, not control it
CASE Budget helps you make intentional decisions while giving you the flexibility to adjust when life changes.
Built for real life
Plan around changing income, unexpected expenses, irregular bills, and the financial priorities that matter to you.
Designed for households
Collaborate with a spouse, partner, family member, or trusted teammate without sharing passwords.
Ready to grow with you
Start with budgeting and expand into accounts, savings, debt, investments, reports, and long-term wealth planning.
Financial overview
Your progress at a glance
Net worth
$127,450
+$8,420 this year
Debt remaining
$24,780
18% paid down
Savings goals
$14,620
3 active goals
Upcoming bills
$1,460
6 due this month
Emergency fund
$10,800 of $15,000
72%
Simple from the start
Build a clear plan in three steps
CASE Budget keeps the process focused so you can spend less time managing software and more time improving your finances.
Create your workspace
Start with a personal budget or create a shared household workspace for collaborative planning.
Build your monthly plan
Add expected income, create budget groups, and assign money to the items that matter most.
Track and improve
Review transactions, manage bills, adjust spending, monitor goals, and measure progress over time.
Security and trust
Your financial information deserves thoughtful protection
CASE Budget is designed with authenticated access, protected workspaces, database-level permissions, and server-side security controls.
Protected account access
Secure authentication, protected sessions, password recovery, and optional multi-factor authentication.
Workspace-level permissions
Role-based access helps keep personal, household, and organization information appropriately separated.
Security-focused architecture
Server-only credentials, database access controls, and Row Level Security help protect sensitive data.
Start your financial plan
Make every financial decision with greater clarity
Build your first budget, organize upcoming bills, and create a plan for the financial future you want.