Plaid-connected insights. Real numbers. Real guidance.

Take control of your money with FinGenie

Budgified turns your spending, debt, and investments into clear decisions. Ask questions in plain English and get actionable next steps backed by your real data.

Setup in minutes Built for Gen Z + busy pros Clear, not overwhelming
FinGenie • Snapshot
Budget Debt payoff Investments Credit
You
Am I spending too much on food?
FinGenie
You are 24% above your target on food. Cutting $90/month brings your savings goal forward by 3 months.
You
What is the fastest way to pay off my credit card?

Why Budgified

Everything you need to make better money decisions

Not another spreadsheet. Budgified is a clean dashboard plus an AI agent that translates your data into decisions.

💸

Smart Budgeting

Track spending, set goals, and see what to adjust without feeling guilty or lost.

📊

Debt Payoff Planning

Timelines and monthly strategies based on your balances, APRs, and real payment patterns.

📈

Investment Insights

Understand holdings and performance, then align your moves to your goals and risk appetite.

🧠

FinGenie Q&A

Ask: “What can I cut this month?” or “How much can I invest?” and get a direct plan.

🔎

Credit Suggestions

Actionable steps that focus on what actually moves your score based on liabilities and utilization.

Fast, Minimal, Clean

Designed to be the daily driver. You open it, get clarity, and move on with your day.

How it works

Connect, ask, act

Budgified is built to get you to the “what should I do next?” moment as quickly as possible.

1

Connect your accounts

Securely link with Plaid so your dashboard reflects your actual financial reality.

2

Get a clean snapshot

See spending, debt, and investments summarized in a way that makes sense.

3

Ask FinGenie

Turn questions into plans. FinGenie explains tradeoffs and recommends the next step.

Example use cases

Questions you can ask on day one

You

How can I invest my $500 this month?

FinGenie

Based on your goals, start with a simple split and automate it. Want a plan you can repeat monthly?

You

Am I spending too much on food?

FinGenie

You are above target. Cutting one category by a fixed amount shortens your savings timeline.

You

What is the fastest debt payoff strategy for my cards?

FinGenie

We can compare avalanche vs snowball using your APRs and minimums, then simulate payoff time.

You

How much can I safely save per month?

FinGenie

We estimate a sustainable number by analyzing recurring bills and typical monthly variance.

Ready?

Start your financial journey with Budgified

Build a plan you can actually follow, with FinGenie helping you stay consistent.