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Budget Suite

Save for the moments that matter

Life events, projects, savings goals, and client work — line by line.

30 seconds to your first plan: enter the project or event, date, and a rough estimate, and we hand you a complete line-item breakdown anchored in real pricing patterns. Then build from there — swap out vendor lines, adjust who's paying or collecting, log what has actually moved.

Most planners end with the same answer: how much to put aside per month between now and the date. For income-side work, the answer becomes what you expect to collect, what the job will cost to deliver, and what profit remains. Save your plan, share it with whoever needs the numbers, and adjust as reality changes.

All 24 planners in this suite

Three inputs, a line-item budget, and a savings plan to your date.

Savings Goal Planner

Set a target, pick a date, get a monthly number. Tracks your progress checkpoint by checkpoint.

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Debt-Free Planner

Set your debt-free date, track payments month by month, and watch the balance drop.

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Home Down Payment Planner

Build a clear glide path to your down payment — target amount, HYSA, monthly contribution, and the months-to-close countdown.

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Group Trip Planner

Split flights, rooms, and activities across multiple travelers with a fit-to-budget solver.

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Wedding Budget Calculator

40 line items, 6-tier regional pricing, booking timeline, and a savings plan to your date.

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Baby Budget Planner

Plan pre-birth savings, first-year baby costs, childcare timing, medical buffers, and monthly family cash flow.

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Moving Cost Calculator

Build a moving budget, a date-by-date timeline, and a payment schedule — editable, saveable, and shareable.

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Retirement Savings Calculator

Set the year you turn 65, watch the savings curve compound, and replan as you record actual balances.

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Project Budget Planner

Pick a project — renovation, camping, college move-in, car purchase, fundraiser, or client work — and build a real budget, timeline, and payment schedule.

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Client Project Planner

Plan a paid client job with fixed fee, hourly, time-and-materials, or retainer pricing, then track costs, collections, and projected profit.

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Renovation Budget Planner

Budget a remodel by area — kitchen, bath, rooms, exterior, systems — with permits, demolition, and contingency.

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Camping Trip Budget & Packing Planner

Plan a camping trip end to end: a gear-and-trip budget plus a practical packing checklist, sized to your nights and party.

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College Move-In & Dorm Budget Planner

Plan move-in: dorm setup, books, tech, travel, fees, and a first-month buffer — the one-time costs college savings forgets.

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Car Purchase Budget Planner

Plan the all-in cost of buying a car: price, taxes, registration, insurance, financing, and first-month setup — not just the sticker.

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Fundraiser & Ticketed Event Planner

Plan a ticketed event — set expected ticket sales and other income against your costs to see what is left to cover, with a booking timeline and checklist.

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Party & Event Budget Planner

Plan a party or celebration: guest list, venue, catering, vendor booking deadlines, and a day-of checklist — costs scaled by headcount.

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Business Launch Budget Planner

Budget a business or product launch: legal setup, build milestones, monthly software and space, marketing, and a launch-day checklist.

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Family & Care Budget Planner

Budget a care situation — new baby, adoption, childcare, elder care, or back-to-school — with setup costs, recurring months, and providers.

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Medical Procedure Budget Planner

Budget surgery, dental work, therapy, fertility, a birth, or pet care — appointments, insurance out-of-pocket share, recovery, and payments.

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Funeral & Memorial Cost Planner

Plan a funeral or memorial — funeral home services, burial or cremation, the service, and the reception — with clear itemized costs and a step-by-step checklist.

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Home Purchase & Sale Cost Planner

Plan a home purchase, sale, or refinance around closing day: inspections, appraisal, lender and closing costs, documents, and the move.

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New Construction Cost Planner

Budget building a house from the ground up: land, design, permits, per-square-foot build phases, fixtures, and construction-loan draws.

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Outdoor Projects Budget Planner

Budget pools, patios, landscaping, fences, decks, outdoor kitchens, sport courts, and sheds — with shared site prep counted once.

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General Project Budget Planner

A flexible planner for any one-off project: scope, timeline, budget, and a checklist — scaled by budget level, complexity, and approach.

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Guides for this suite

Worked examples and explainers that pair with the planners above.

View all 15 guides

Other suites

Single-event saving usually feeds into long-term planning. Check the Financial Suite next.

Financial Suite

Retirement, college, home buying, investment property — all in one place.

7 calculatorsExplore

Advisor Suite

Match your situation to the advisor, trust, or career that actually fits.

14 calculatorsExplore