Budget Planning

Help consumers set a budget, and stay on top of their income and expenses with Envestnet | Yodlee Budgets.

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Envestnet | Yodlee Budgets

Get the Full Financial Picture

This valuable app uses historical transaction data to automatically display budget categories for the consumer and suggest budget amounts based on their  past transaction data. The app automatically tracks the consumer’s spending by category and sends notifications to help them stay on track to improve their financial health.

This product is available via
  • APP
  • API

Empower Consumers to Set a Budget

Key Benefits

By streamlining budget planning, consumers can gain critical insights into their spending behavior that can be used to proactively manage their spending and improve their finances. 


Behavioral Design

Behavioral design guides consumers through a simple process to create budgets and better manage their finances

Filtered Displays

The app displays high level categories for income, spending, and bills to more easily analyze one's finances


Historical Data Integration

Pulls in historical data to educate consumers on what they are spending and saving in each category


Flexible Spending

View of flexible spending indicates how a consumer is tracking against their goals

Timely Notifications

Notifications tell consumers when they are near a budget or going over it so they can make better spending decisions

Increase Customer Engagement

By pairing budget planning with timely notifications, financial institutions can strengthen loyalty and raise retention rates


Learn More About Budgeting

Get more details on Envestnet | Yodlee Budgets, part of our FinApp series, in these ebooks, white papers and more.