Your financial life, on one page
Everything you own, owe and rely on — kept current.
Budgy reads your own documents into one living picture of your policies, mortgage, pensions and accounts — and keeps it current, alongside your financial advisor.
No sign-up — explore a live demo with sample data. Resets daily.
Home insurance
Buildings & contentsSourceAviva-renewal-2026.pdf
Built like the documents it holds
Budgy doesn't flatten your financial life into a spreadsheet. Every record keeps the shape of the paper it came from.
One card, everywhere
Every record reads like its own schedule
A policy looks the same in a list as on its edit page — small-caps letterhead, the figures that matter up top, the rest of the document a tap away. Nothing reformatted, nothing lost in translation.
Freshness you can see
Know at a glance what's current
Every figure carries a quiet dot and a date — green when it's recent, amber when it's drifting. You never have to wonder whether the number in front of you still holds.
Archive, never delete
Nothing ever just disappears
When a policy lapses or a loan is paid off, it leaves your picture with a reason attached and stays on record — one tap from being restored, the day you need it back.
If Something Happens
The document your people can open when it matters
Because your whole picture is already current, Budgy can hand the people you trust a single, clear account of what exists and where to find it — shared on your terms, the moment it's needed.
How it works
No data entry, no onboarding marathon. Three steps, then it stays current.
01
Send us what you already have
Statements, renewal letters, the PDF buried in your inbox. No forms to fill — the document is the input.
02
We read it and file it
Each document is read into a clean record: provider, balance, renewal date, the lot — sat under the right part of your picture.
03
You and your advisor keep it current
Your planner works from the same live picture you do, so a review starts from what's true today — not last year's folder.
Working with an advisor?
CockpitPlanners run their whole book from the cockpit — every household's picture in one view, flags for what's gone stale, and a shared source of truth for every review.
Your whole financial life, finally in one place.
Start with a single document. Watch the picture fill itself in.