Envelope Budget Plan

See where your money goes.

Upload your bank statement (CSV) and get a PDF report with your spending sorted into categories, envelope budgets, and a simple plan for next month.

Order now 19 $ one-off

Real sample

Samples were made from fictional orders.

Spending, sorted

Transactions in your statement are grouped into categories. You see at a glance where your money went this month.

The envelope method

Each category gets a monthly envelope budget based on your income. You see which envelopes are full and which have room.

A simple plan for next month

The report ends with a clear envelope plan for the coming month. No complicated spreadsheets, just a framework you can follow.

How it works
Download your bank statement as CSV and upload it.
Enter your monthly income and currency.
Receive your envelope plan report as a PDF.
What you get
  • Spending summary sorted by category
  • Budgets per category (envelope)
  • A simple spending plan for next month
  • HTML/PDF report

Delivery: The report is prepared after you order and delivered as a PDF.

FAQ
Which file do I upload?

Upload the account statement you download from your bank in CSV format. You also provide your monthly income and currency.

Does it include investment or product advice?

No. The report only covers your spending and envelope plan; it gives no investment advice and no product or loan recommendations.

What language and format is the report?

It is prepared in the language you choose when ordering and delivered as a PDF (HTML).

This report is for budget planning only and is not investment, credit, or financial advice.

See where your money goes.

Order now 19 $ one-off