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What is Waypoint Budget?

Waypoint Budget is a personal finance tool crafted to help both individuals and couples effectively oversee their financial assets. Users can easily connect their bank accounts from the United States or Canada through Plaid, allowing for smooth transaction updates. The application empowers users to create monthly budgets organized by category and track their expenditures in real-time through engaging visual displays. An AI Money Coach provides personalized savings advice by analyzing users' spending patterns. In addition, it enables users to monitor their net worth across all financial accounts, including registered accounts such as RRSP/TFSA and 401k/IRA. Couples can work together on budgeting by sharing plans, and users can define achievable financial goals with estimated completion dates. The app also features smart categorization, identification of recurring transactions, monthly summary reports, a calendar overview, CSV file import options, and robust bank-grade encryption to ensure security. A free version is available for newcomers who want to begin their financial journey. Overall, this app acts as a thorough resource for anyone seeking to boost their financial understanding and reach their monetary objectives. With its user-friendly interface and diverse features, it stands out as an essential ally in personal finance management.

What is EDEE?

Monitor rollover amounts, establish tailored budgeting cycles, oversee campaigns, and automatically pause them when necessary, while also curbing spending when budgets surpass limits, all while keeping an eye on your key performance indicators and much more. Our system offers automated, real-time, and streamlined budget pacing reports designed to save you valuable time. You have the flexibility to define custom budget cycles or opt for monthly budgets for any duration, whether it's a one-time event or a recurring pattern. By tracking rollover amounts, the next budget cycle will be updated seamlessly. Enjoy a comprehensive dashboard that presents all clients and budgets in both graphical and tabular formats. You can easily delve into specific budgets to examine the associated campaigns and adjust their daily budgets as needed. Notifications via the platform and email will alert you to any potential pacing issues, allowing you to take timely corrective actions. We prioritize your preferences and won't confine you to a rigid workflow; instead, you can establish repeating cycles that cater to days, weeks, or months, and initiate monthly budgets starting on any day of the month, ensuring you have complete control over your financial management. This level of customization empowers you to manage your resources effectively and adapt to changing circumstances.

Media

Media

Integrations Supported

Clerk
Flinks
Plaid
Stripe

Integrations Supported

Facebook Ads
Google Ads
Instagram Ads
Meta Ads

API Availability

API Availability

Pricing Information

$7.99
Free Version
Free Trial Offered?

Pricing Information

$79 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Chromebook

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Waypoint Budget Inc.

Date Founded

2026

Company Location

Canada

Company Website

waypointbudget.com

Company Facts

Organization Name

EDEE AI

Company Location

United Kingdom

Company Website

edee.ai/

Categories and Features

Budgeting

Cash Management
General Ledger
Project Budgeting

Categories and Features

Campaign Management

Channel Management
Multi-Campaign

PPC

Budget Management
Campaign Management

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