Budgets
Where did the money go this month?
Connect your banks and cards, and your transactions come in on their own. Satisfy+ shows what you actually spent against your plan, and keeps your accounts and your net worth in one place.
Free plan, no card
Connect your banks and cards, and your transactions come in on their own. Satisfy+ shows what you actually spent against your plan, and keeps your accounts and your net worth in one place.
Bank linking
The budget fills itself in
With Home+, connect your checking account, your savings and your cards. Each transaction arrives with the merchant, the amount and a category you can change, and the correction teaches Satisfy+ for next time. Your plan stays yours: a transaction never adds a line to your budget, it shows what happened against it.
Spent this month
Each budget line shows what you planned and what the bank says you spent, with the month's unplanned spending as its own figure.
A charge that's still pending
A pending charge shows as pending. Exclude a transfer between your own accounts and it stays out of the totals.
The bills that come round
Satisfy+ spots the bills that repeat every month from your own history, so a renewal doesn't surprise you.
Accounts and net worth
Every connected balance is kept current, beside the loans and holdings you enter yourself, and your net worth is one number across all of them.
The budget
Money in, money out, what's left
Satisfy+ suggests the lines from your own record: the mortgage, the insurance, the property tax and the upkeep it has already planned. Set the amount and how often for each, run a budget for each home, and download the lines as a spreadsheet whenever you like.
The mortgage and the escrow
Keep the loan's terms, and use the escrow, PMI and refinance calculators to see what a change would do.
What if we replaced the roof next spring?
Try a scenario, such as a bigger payment or a new roof, and see how the months come out.
Property tax and insurance
Is the assessment right?
Enter the assessment and the appeal window from your notice. Satisfy+ puts the assessor's facts beside yours, shows comparable homes nearby, and reminds you thirty days before the appeal date.
What changed at renewal
Keep the limits, the wind and hail deductible, flood and earthquake cover and the umbrella policy, with the premium by year, so you can see what moved when the policy renewed.
The new kitchen, for when you sell
Record each improvement with its cost and its IRS category, so the figure is ready when you sell or when the accountant asks.
Goals and debt
Saving for the roof
A goal with a date
Set what you're saving for and when you need it, and watch it fill.
The card and the car loan
Keep each loan and card with its balance and its rate, and see what paying one off first would do.
The year, by category
Reports by month, by category and by home, and a Schedule C for a business you run from home.
Plans
The budget is free. Bank linking comes with Home+.
The free Home plan has the budget, the accounts you enter yourself, the calculators and the spreadsheet download. Home+ connects your banks and cards and fills in what you spent. Your first month of Home+ is free.
The first month free is for anyone who hasn't had it before, on a monthly plan, started on the web with a card. Your plan then renews automatically until you cancel. The price and terms are shown in the app before any payment is taken.
Connect your bank and see this month as it really is.
Free plan, no card
