The Budge team has been hard at work to enhance our money systems and provide you with an even better experience. While we are finalizing the details, we wanted to give you a sneak peek of what's to come:

  • Improved Navigation: We are looking to revamp the user interface to make it more intuitive and user-friendly. We might ask for your feedback as we've found that the three-dot interface isn’t as intuitive as we had hoped. This change is a result of your direct feedback!
  • Funding Account Visibility: Some of you shared that you would like to have the ability to confirm your funding account set up directly within your Budge.app account. We are connecting with our engineering team this week to explore the best way to provide you access to review and in the future make changes to this account.
  • Office Hours: In our last email, you were provided a link to save our Office hours to your calendar which started yesterday May 22nd. We also would like to provide you with access directly from the app. We are hoping to have this functionality active soon so that you are able to access office hours directly from the app!

These updates will be rolling out to our pilot clients very soon, so keep an eye out for more information in the coming weeks. We can't wait to see how these enhancements improve usability and streamline a more efficient user experience. If you have any additional feedback, please submit it here!

Financial Tip: How Automation Saves You Time and Money

In today's fast-paced world, time is a precious commodity. That's why we highly recommend utilizing automation to simplify your financial management. By automating your finances, you can:

  • Save Time: Set up automatic bill payments and transfers (via Budge) to ensure your financial obligations are met promptly. This eliminates the need for manual payments and saves you valuable time that can be better spent on living your life!
  • Avoid Late Fees: With automated payments, you never have to worry about missing a due date or incurring late fees. Set reminders and let technology take care of the rest, giving you peace of mind and protecting your hard-earned money.
  • Increase Savings: Automate regular transfers from your checking account to your savings or debt goals. This simple step ensures that you consistently set aside money for your goals, without the temptation to spend it elsewhere.

We encourage you to explore the automation features available within our money systems. By harnessing the power of automation, you'll free up valuable time, avoid unnecessary fees, and accelerate your progress toward a brighter financial future.

Client Success Story:

Last week, I had the pleasure of working with one of our valued pilot clients who took charge of their finances and achieved remarkable results. Here's their story:

We were able to organize his finances and refinance his auto loan, resulting in substantial savings. The interest rate on his auto loan was reduced from over 20+% to 13%, which decreased his monthly payment by $121/month. Moreover, thanks to his Budge pay-down plan, we were able to save approximately $3,400 in interest over the life of the new loan. He is now more motivated than ever to continue his financial journey and work towards additional financial goals he previously believed were out of reach!

This client's success story serves as a testament to the power of our money system in transforming your personal finances. If you have a success story you'd like to share with us, please respond to this email. We would love to feature your story in future newsletters to serve as inspiration for others!

That’s a Wrap!

We hope you found the product updates, financial tips, and client testimonials informative and inspiring. Stay tuned for more exciting updates next week!

Hussain Zaidi, CFP®
CEO

Serial entrepreneur with 20+ years in wealth management & fintech. Co-founded Advizr to simplify financial planning. Currently focusing on tackling the credit card crisis that is affecting 94 million underserved consumers. If you share the same vision, let's connect.