Founding family pilot

Your household money, organized around how your family actually works.

A private finance dashboard configured around your accounts, your budget rules, and the decisions your family makes every month—not somebody else's template.

Start your setup Explore the product tour
Designed for complex, multi-account households. Start your household setup online.
BudgetBuilt · Sample householdAugust 2026
Overview
One clear view of the month
Total spent$6,204
Total budget$17,746
Remaining$11,542
Recurring household ON TRACK
Planned$3,999
Remaining$0
Joint spending ON TRACK
Actual$1,880
Budget$12,347
Alex personal ON TRACK
Actual$145
Budget$700
Jordan personal ON TRACK
Actual$180
Budget$700
Read-only account connectionsPrivate hosted workspaceRules tuned with you
Not another generic budget app

The structure bends around your household.

We start with how money really moves through your family, then configure the system to match it.

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One household view

Checking, savings, cards, investments, loans, and manually priced assets in one private workspace.

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Rules that match reality

Handle reimbursements, card payments, transfers, split spending, offsets, recurring costs, and unusual income correctly.

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Budgets that recalculate

Actual income and planned obligations flow through the month without breaking the totals you rely on.

!

Useful alerts

Receive personal-spending and cash-flow warnings at the thresholds that matter to your family.

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Monthly story

Close the month with a professional summary of inflows, outflows, top purchases, and opportunities to improve.

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Net-worth tracking

See connected balances alongside major manually priced assets and compare change over time.

How the pilot works

Built with you, then quietly maintained.

01 · MAP

Understand the money flow

We map your accounts, income, bills, transfers, personal spending, and the exceptions your current tool gets wrong.

02 · CONFIGURE

Build your household model

Your private workspace is configured, connected, categorized, and tested against recent real transactions.

03 · TUNE

Refine it for 60 days

As real activity arrives, we adjust rules and reports until the system behaves the way your family expects.

Straightforward pricing

Choose the level of help that fits your household.

Every plan includes a private household workspace, secure account connections, syncing, and ongoing access.

Limited pilot

Founding Family

$9.99 / month
Free setup · rate locked in while active
  • Private household dashboard
  • Core account setup
  • Founder feedback channel
  • 60-day pilot period
Start setup

For the first pilot households.

Everyday household

Standard

$14.99 / month
$99 one-time setup
  • Private household dashboard
  • Account and transaction setup
  • Custom household rules
  • Ongoing product support
Start setup

A clear starting point for most households.

Hands-on service

White-Glove

$19.99 / month
$500 hands-on setup and consult
  • Everything in Standard
  • Personal setup consultation
  • Hands-on rule and account configuration
  • Priority support
Start setup

For complex households that want help from day one.

Founding Family rate: $9.99/month remains yours for as long as your subscription stays active. The pilot is limited and includes a free setup in exchange for early feedback.
Start your household

Create your private BudgetBuilt workspace.

Start with the administrator who will manage the household. You will choose membership, set up your household, and receive a secure sign-in invitation next.

  • Only your name and email are needed to begin
  • Your information stays private
  • No account connections or payment details yet

What happens next

Your household is ready in three steps.

You will know what happens before you share account access or pay anything.

01

Choose membership

Review the founding membership step. Checkout is clearly marked as a placeholder while the pilot is in progress.

02

Set up your household

Name the household, choose its time zone, and decide whether to track personal spending.

03

Open your workspace

Accept your secure Clerk organization invitation, then connect institutions when you are ready.

Questions

The straightforward answers.

Is this another self-serve budget app?

No. The software is part of a configured service. The value is in modeling your household correctly and tuning the rules with you.

Can it move or withdraw money?

No. Connected financial data is used for reporting and organization. The system does not initiate transfers or payments.

Who is the pilot best for?

Households with several accounts, cards, transfers, reimbursements, split responsibilities, or custom budget logic that generic tools handle poorly.

Can I see the live demo?

Yes. Qualified applicants receive access to a fully synthetic demo and a guided walkthrough before deciding.

What happens after 60 days?

The system continues running for $29/month. Normal support and maintenance are included; major new custom features would be discussed separately.

Is this financial advice?

No. BudgetBuilt is an organizational and reporting tool. It does not provide investment, tax, legal, or financial-planning advice.