Yeah, you need a budget.
Ever wonder where your paycheck disappeared to? A budget isn’t about squeezing joy from your life — it’s about finally seeing where your money goes every month. We can help.
Why do I need a budget?
Budgeting is wealth-building 101. Before fancy investments or retirement strategies, you need to master the flow of money in and out of your life. It’s like trying to fill a bucket with a hole in it—plug the leaks first, then watch it fill up.
With Wealthist’s budget tools, tracking expenses becomes something you’ll actually do, not just something you know you should do.
Set categories that make sense for your life, spot trends in your spending, and find money you didn’t know you had.
The path to rich starts with knowing your numbers. No judgment, just clarity.
Ready to find out where your money’s really going?
Build your budget* Based on a Canvas Business Model study on the bargaining power of customers
** Based on Charles Schwab Modern Wealth Survey, 2023