Budget Sidekick
Financial Clarity Without Compromise
Stop drowning in scattered income streams and expense categories. Bring order to your financial chaos with clear organization that actually makes sense.
Powerful Financial Management Features
Everything you need to track and manage complex financial situations across multiple entities and accounts.
Nested Accounts
Use intuitive colon-separated hierarchies like Expenses:Food:Groceries or Income:Salary:Gross for powerful organization.
Detailed Transactions
Record individual transactions with dates and descriptions, then post them to your ledger accounts when ready.
Flexible Reporting
Generate custom reports across your entities and account hierarchies to gain insights into your financial health.
Live DemoBudget Sidekick Reports:
Complete Financial & Month-End Clarity
This is how your Overview page aggregates data across multiple ledgers. Each card shows the account hierarchy from a different ledger - S-Corp, personal, freelance, and investment accounts.
Pay Stub
S-Corp Income
Budget
Rental Property
Financial Education
Strengthen your financial knowledge with our growing library of educational resources designed to help you make better financial decisions.
One-Year Guide to Saving For and Buying a Home
A month-by-month, step-by-step roadmap to help you save, plan, and purchase your first home. Includes checklists, milestones, and links to all key resources.
Mortgage Comparison Tool
Compare all major mortgage types side-by-side, see pros and cons, and use our quick quiz to find your best fit. Includes a visual table and decision helper.
SBA Loans for First-Time Business Owners
Learn how SBA loans provide government-backed financing with lower down payments and flexible terms for new entrepreneurs.
What Our Users Say
Join thousands of satisfied users who trust Budget Sidekick for their financial management needs
Budget Sidekick's one-year homebuying guide and mortgage comparison tools were invaluable in my journey to homeownership.
Sarah Johnson
First-Time Homebuyer
3/15/2025
The nested account structure helps me keep extremely detailed projections that I can compare directly against my Quickbooks online profit and loss report.
Michael Chen
Small Business Owner
3/10/2025
Budget Sidekick's overview report helps me consolidate my entire financial view across multiple financial institutions into one clear picture.
Emma Rodriguez
Personal Finance Enthusiast
3/5/2025