Individuals
Plan your income and expenses, synchronize your payments with your income frequency, and keep an overview of your debts, savings and projects.
Budget Express is personal finance software that adapts to your financial reality. Plan your income, expenses, debts, savings and projects, then track their progress to maintain a clear view of your finances.
Planning is one thing. Knowing whether your actual finances match what you planned is another. Budget Express lets you compare your planned transactions with your actual transactions and quickly see where the differences are.
Budget Express can be used in a variety of financial situations while maintaining the same approach: plan, track and analyze.
Plan your income and expenses, synchronize your payments with your income frequency, and keep an overview of your debts, savings and projects.
A practical solution for self-employed individuals who are not registered for sales taxes and want to plan their income, organize their expenses and track their financial progress.
Plan the condominium’s income and expenses, track planned and actual transactions, and maintain a structured overview of its finances throughout the year.
Budget Express brings together the tools you need to plan, track and understand your finances.
Plan your income, expenses, transfers, debts, savings and projects according to their frequency and the dates that fit your reality.
View your calendar to see upcoming transactions and better anticipate your future cash inflows and outflows.
Compare planned and actual results to identify differences and better understand changes in your income and expenses.
Compare transactions from your financial institution with those planned in Budget Express to identify differences and keep your information up to date.
Import your transactions from compatible files to make reconciliation and financial tracking easier.
Access Budget Express online and view your financial plan whenever you need it on your compatible devices.
Two simple ways to enjoy Budget Express. Try the annual subscription free for 30 days or choose the flexibility of the monthly plan.
Your first 30 days are free.
No charge before the end of your trial.
Monthly billing with automatic renewal.
The annual subscription is automatically billed at the end of the 30-day free trial unless it is cancelled before the trial period ends.
Find answers to the most frequently asked questions about Budget Express, your subscription, bank reconciliation and your online access.
Email us at support@budget-express.com
We are currently working on offering this feature. Until it becomes available, reconciliation is done by downloading your transaction history from your financial institution's online banking service and then importing it into Budget Express.
You must cancel your subscription before the end of the 30-day trial period, as no refunds are issued once the payment has been processed.
If you don't have access to the customer portal, email us at support@budget-express.com . We can send you an invitation to the Zoho customer portal.
You can update your credit card information through your customer portal.
If you don't have access to the customer portal, contact us at support@budget-express.com so we can send you an invitation to the Zoho customer portal.
On the login page, click “Forgot Password”. A temporary password will be sent to you by email. When you sign in, you will be asked to create a new password.
Bank reconciliation allows you to verify that the transactions actually made in your bank account match the transactions you planned in Budget Express.
It involves comparing the transactions shown in your transaction history with those planned in Budget Express and matching them.
This step is important because it allows you to see exactly where your plan differs from reality. You can identify where your budget was not followed and determine whether you need to adjust your budget or certain spending habits.
You need to download a transaction history from your financial institution's online banking service. This is not the same as your monthly bank statement.
To perform bank reconciliation, download your transaction history in one of the following formats: QFX (Quicken) or OFX (Money).
The CSV format is not recommended because its structure varies from one financial institution to another.
If you're comfortable modifying a CSV file, email us at support@budget-express.com and ask for the CSV template compatible with Budget Express.
Budget Express uses Amazon Web Services (AWS) to host its software and data. AWS is a major cloud infrastructure platform that implements numerous security measures to protect the systems and data hosted on its infrastructure.
In addition, the information required to create your Budget Express account is limited. Access to the software is protected by your login credentials.
It is important to cancel your subscription before your renewal date, as no refunds are issued after the subscription has renewed.
Don't have access to the portal? Email us at support@budget-express.com so we can send you an invitation to the Zoho customer portal.
No refunds are issued. The annual subscription gives you 30 days to try Budget Express for free before your first payment.
It is therefore important to cancel your subscription before the end of the trial period if you do not wish to continue. You can also change your plan after subscribing.
Plan what's coming up, track what actually happens
and make more informed decisions
about your financial future.
Budget Express — More than a budget.