Whitaker Wealth vs FlexBudget

This mobile app will allow you to view your account information, performance, balances, read the latest content written by our team of Financial Planners and Financial Coaches, along with access to easily contact your Advisor Team and their support staff. You'll love the great design and easy to understand reports within your client portal. If you're a client of Whitaker-Myers Wealth Managers download the app today!

FlexBudget: Your Complete Budgeting Companion Take control of your finances and make budgeting easier with FlexBudget! Connect with over 12,000 financial institutions to automatically sync your transactions and account balances, so your budget is always up to date. FlexBudget adapts to your needs with unique features that let you customize your budget in ways that traditional budgeting apps can’t. Key Features: - Connect Financial Accounts Seamlessly link your financial accounts to sync transactions and balances from a vast network of 12,000+ banks and credit unions. Get a real-time overview of your financial health, all in one place. - Custom Budget Dates No more rigid monthly budgets! Set your budget dates to match when you get paid, or customize them based on specific dates. FlexBudget supports weekly, monthly, and even custom timeframes to give you the flexibility to manage your money your way. - Track Spending and Savings Break down your transactions into spending and savings categories, giving you insight into exactly where your money goes. Gain better control over your finances with categorized spending summaries that keep you informed and on track. - Create Transaction Rules Manage transactions on your terms! Set up custom rules to automatically categorize or modify transaction details based on your preferences. From renaming merchants to setting recurring categories, FlexBudget makes sure each transaction reflects your budgeting style. - Customizable Categories Organize your budget with custom categories! Don’t see a category that fits your unique expenses? FlexBudget lets you create, rename, and group categories, so your budget is as personalized as your lifestyle. - Plan Future Transactions Stay prepared with future transactions. Add upcoming expenses or income to get a complete financial picture, and when the transactions sync with your bank, FlexBudget will automatically match them to prevent duplicates. FlexBudget is designed to make managing money easy, flexible, and effective. Whether you're a weekly budgeter or want a more dynamic schedule, FlexBudget has the tools to help you succeed. Try FlexBudget free for the first 30 days. After the trail period, the membership fee will be billed either monthly or annually, depending on which plan you selected. Privacy Policy: https://www.flexbudget.net/privacy-policy Terms of Service: https://www.flexbudget.net/terms