The Smart Money Budget Planner

Features

MY BUDGET

Easy to set up and easy to maintain, by knowing your monthly spend you will be able to plan better, save more and get financially organised

ASSETS AND LIABILITIES

List your property and all other assets, include your purchase price, current valuations and debt still owing. Once completed you will see a breakdown of your value and net equity position.

MY POLICIES

Track your monthly spend from life policies to your medical aid plans, list your retirement and unit trust savings and keep tabs on your investment growth from month to month.

MY VAULT

Upload your important documents and store them in one place, each vault has a secondary pin access for added security. Upload a copy of your Will & Testament, business agreements, birth certificates, copies of ID documents and any document or pictures you wish to keep safe.

CALCULATORS

Explore exactly how much money you can save by simply adding a small amount each month to you home bond or car repayments, it will surprise you, a small additional monthly payment will reduce both your interest owed and the term of payment.

Join the Smart Money Programme and use our Budget Planner

GET ORGANISED - START BUDGETING

Start saving money every month and spending your money on the right things! By planning you are able to get organised and understand where your money goes on a monthly basis.

No more Excel spreadsheets here, get an online intuitive online budget planner!

WHAT YOU NEED TO KNOW

Here are some of our most Frequently Asked Questions…

All information entered into the Smart Money Budget Planner is encrypted and secure. We value our users privacy and trust and ensure that you have peace of mind knowing your information is safe.

No. We have taken the decision to not link the Smart Money Budget Planner to any Banks for privacy and safety reasons. All budgeting information that gets entered into the Budget Planner stays within the application and is encrypted and not shared.

With the Smart Money Budget Planner, you can give access to an Ubuntu Capital Financial Planner or Smart Money Consultant to view or edit certain sections. This is controlled by each user and you can restrict access by section and whether they can just view or edit. You are in control of your privacy.

As of now this is a web based application that can be viewed on mobile in desktop mode. We are busy working on the next version of the Budget Planner which will have a mobile version.

JOIN THE SMART MONEY PROGRAMME AND REGISTER ON OUR BUDGET PLANNER

The Smart Money Budget Planner is a online application to help you get personally and financially organised! By starting and maintaining your budget you can save money every month just by knowing where you should be spending money and where you can save money. Start making smart money choices!

Stop talking about getting organised and take action by joining the Smart Money Programme today!