Simple Ledgers for Business & Personal Finance
Track detailed transactions and manage finances across multiple revenue streams and entities with powerful account hierarchies.
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.
Complete Financial Reporting & Month-End Clarity
Pay Stub
S-Corp Income
Budget
Balance Sheet
Transaction Tracking and Ledger Posting
Record individual transactions with dates and descriptions, then post to your ledger accounts when you're ready to update your books.
| Description | Amount | Override Account |
|---|---|---|
| Bread | -$5.00 | |
| Milk | -$5.00 | |
| Candy | -$15.00 | Discretionary:Personal |
Posting Summary
Transaction Lists & Posting
Create transaction lists for specific categories, then post them to your accounts as line items
Financial Education
Strengthen your financial knowledge with our growing library of educational resources designed to help you make better financial decisions.
Strategic Income Planning for Retirement
Learn how to create reliable, tax-efficient income streams in retirement by coordinating various sources including Social Security, investments, and other assets to maximize financial security.
Investing in Small-Cap Stocks
Explore the opportunities and risks of small-cap stocks, including growth potential, volatility considerations, and strategies for incorporating these investments into a diversified portfolio.
Healthcare Planning in Retirement
Comprehensive guide to understanding Medicare, supplemental insurance options, and financial strategies to prepare for healthcare costs in retirement.
What Our Users Say
Join thousands of satisfied users who trust Budget Sidekick for their financial management needs
Budget Sidekick has transformed how I manage my business finances. The nested account structure makes it incredibly easy to track different revenue streams and expenses.
Sarah Johnson
Small Business Owner
3/15/2024
As someone who juggles multiple clients and projects, this tool has been a game-changer. The ability to maintain separate ledgers for each client is invaluable.
Michael Chen
Freelance Developer
3/10/2024
The free version is incredibly powerful! I love how intuitive the interface is and how easy it is to import/export data. Perfect for tracking personal and business finances.
Emma Rodriguez
Personal Finance Enthusiast
3/5/2024