What it is
Budgeting software built around a method: plan the money you have now, not the money you expect. Clients assign every dollar, track against it and adjust, and the method gives sessions a common language.
Best for
Financial coaches working on budgets, debt payoff and savings habits who want clients using one tool between calls.
Watch out for
The method has a learning curve and the first month feels like work. Budget a session for setup, and keep coaching separate from regulated financial advice.
