How to Use "Budget Plan" in Bountisphere

BUDGET PLAN: A Key Feature of Bountisphere

One of the standout features of Bountisphere is "Budget Plan." When you first add your bank accounts, Bountisphere automatically reviews 24 months of your past transactions. It identifies your most recurring monthly expenses and determines the typical days they occur. For many of us, organizing and tracking monthly expenses isn't the most enjoyable task!

Once you have your Budget Plan set up by Bountisphere, you'll want to review and customize it to suit your needs perfectly. I've created this video to guide you through the process. Check it out!

 

Bountisphere: Your Finances, Secure and in Your Control

We prioritize your safety by using the most advanced security technology to protect your personal data. With Bountisphere, your information is completely secure — we’re read-only, so no changes can be made to your accounts without you. Your finances, your control.