Household finances, kept straight.

Every account, every transaction, every budget — in one place you and your partner both see. No adverts, no data brokers. Just an honest picture of where the money went and whether you're still on plan.

Signing in uses your household portal account.

Getting the money in

Import once, and it stays tidy

Bring in a CSV from your bank and Pesto Budget skips anything it already has. Teach it a payee once and it files that payee forever.

CSV import with duplicate detection

Map your bank's columns once. Re-import an overlapping range and nothing doubles up.

Rules that categorise for you

“Payee contains Costco → Groceries.” Everything a rule touches is flagged for a quick confirm, so nothing is silently mis-filed.

Splits that actually split

One receipt, several categories — and a part-business purchase lands correctly in both your budget and your expense report.

Transfers that don't lie

Moving money between your own accounts isn't income or spending. Pesto finds the matching pairs and keeps them out of every total.

Search that means it

One box across transactions, accounts, categories, goals, budgets and rules. Commas mean “and” — shell, 60 finds exactly that.

Quick review & bulk edits

Clear a backlog one transaction at a time, or select a whole run and re-categorise it in a single go.

Coming soon

Automatic bank syncing

Transactions downloading themselves, so there's no file to fetch each week. It's in the works — and CSV import isn't going anywhere, it'll just stop being the only way in.

Making a plan

Budgets that match how you actually think

  • Two levels. Cap a whole group at $1,000 for Auto & Transport, and $400 of it for fuel. The item is a sub-limit inside the group, not an extra on top.
  • An “everything else” bucket catches any spending no budget covers, so nothing slips through unnoticed.
  • Rollover carries what you didn't spend into next month — for the costs that arrive in lumps, not evenly.
  • Suggested budgets read your real history and propose a starting figure per group, with last month and the 12-month average side by side.
  • Every-dollar mode, if you want it: give every dollar of income a job and watch “to assign” fall to zero.

Budgets · March

Auto & Transport$438 / $1,000
Gas & Fuel$362 / $400
Insurance$76 / $150
Food & Dining$612 / $700
Everything else$904 / $800
To assign$0.00
Seeing where it went

Reports where every number is a door

Click any figure — a category slice, a budget bar, a year-over-year total — and you get exactly the transactions behind it. The list always adds up to the number you clicked.

  • Net worth over 12 months, and income against spending month by month.
  • Spending by category for a month or across the year, right down to what's still uncategorised.
  • Year over year — this year to date against the same stretch last year, by group.
  • Subscriptions found for you. Weekly through yearly, allowing for bills that vary, with everything converted to a monthly figure so the total is comparable.
  • Exports for your records or your accountant.

Recurring & subscriptions

Hydro · Monthly$87.67
Netflix · Monthly$15.99
Amazon Prime · Yearly$139.00
$11.58/mo
Spotify new$9.99
Estimated monthly$125.23
The rest of it

Everything else a household needs

Turn on only the parts you use — the rest stay out of the menu entirely.

Goals backed by real money

Tie a goal to a savings account and progress comes from the actual balance. Spend it and the goal drops — because the money genuinely isn't there.

Tithe & giving

A percentage of each month's real income — transfers, business income and reimbursements left out automatically. Untick anything else, then match what you gave to the actual expense.

Business expenses & receipts

Attach a photo or PDF to any business transaction and export an accountant-ready statement for any date range, receipts included.

Reimbursements

Track what you fronted and who owes you. Match the repayment when it lands, and it won't be counted as new income.

Reconcile against a statement

Tick transactions off until the difference reads zero, and keep a record of when each account was last known-good.

Help built in

A “?” in the corner explains every screen and every setting, opening on whatever page you're already looking at.

On the go

The same budget, in your pocket

Not a cut-down companion — the phone app has your accounts, the full transaction list, budgets, goals, reports and tithe, reading and writing the same data.

  • Add a transaction in seconds from anywhere with the + button.
  • Pin the three screens you use most either side of it.
  • Tap any total to see the transactions behind it, the same as on the desktop.
  • Add it to your home screen and it opens like an app.
Net worth
$21,470
Income
$6,240
Spent
$3,905
Left
$2,335
W
Whole Foods
Groceries · Today
−$54.32
T
To Savings
Transfer · Yesterday
−$500.00
A
Acme Payroll
Salary · Mar 5
+$3,120
Where your data lives

Private by default

Your transactions aren't anyone's product. There are no adverts, nothing is sold on, and there's no bank login to hand over to a third party.

Never sold, never mined

No third-party analytics, no advertising, no selling anonymised spending data. Your books are used to show you your books.

Your data, exportable

Full JSON backups and CSV exports whenever you want them. Nothing is locked in a format only we can read.

Shared, and live

Both of you see the same books, and an edit on one device shows up on the other within a second or two.

Questions

Does it connect to my bank automatically?

Not yet — automatic syncing is coming. For now you import a CSV from your bank, and rules plus duplicate detection keep the ongoing effort to a couple of minutes a week. Once syncing lands, CSV import stays available for banks that don't support it.

Can my partner and I both use it?

Yes. That's what it's built for. You each sign in with your own account and see the same books, with changes syncing live between devices.

Does it handle business as well as personal?

Yes. Every account has a default, every transaction can override it, and a single purchase can be split part-business part-personal. Budgets only ever count personal spending, and there's a receipt-backed expense report for the business side.

What if a number looks wrong?

Click it. Every total opens the transactions behind it, and the list always sums to the figure you clicked — including showing you what was deliberately left out, if you ask it to.

Do I have to use all of it?

No. Business expenses, reimbursements, goals, reconciliation and tithe can each be switched off, and they disappear from the menu. Turn one back on later and it's exactly as you left it.

How do I get my data out?

Export a full JSON backup at any time, or a CSV of every transaction. Restoring lets you pick exactly what to bring back.

Know where you stand.

Sign in with your household portal account and pick up where you left off.

Log in to Pesto Budget