SWP Portal vs BudgetTrackerForUs

Access all the features of the Semus Wealth Partners client portal from your phone. Monitor your accounts, performance, holdings and shared documents, wherever you are, whenever you want.

BudgetTrackerForUs helps you manage everyday spending with a clean budget tracker built around the places you shop most. Set bi-weekly and monthly budgets, add your favorite stores, record spending amounts, track visit counts, and instantly see how much you have spent and how much remains. You can mark frequently visited stores, separate “my stores” from other stores, and view simple reports for both bi-weekly and monthly budget periods. The app also includes a grocery list so you can plan purchases before you shop and keep spending more intentional. Key features: Set bi-weekly and monthly budgets Track total spent and remaining budget Add, edit, and update stores Mark favorite and personal stores Track number of visits per store Add quick spending updates View bi-weekly and monthly reports Manage a grocery list Store data locally on your device BudgetTrackerForUs is designed for simple, practical budget tracking without unnecessary complexity.