As someone who is still a beginner when it comes to personal finance and budgeting, I've found Waypoint to be incredibly helpful in terms of making the process of tracking expenses and learning how to budget less daunting. I haven't upgraded to being able to sync banking transactions just yet, but even the process of manually entering my expenses, and having a clear visual of where I'm at and my goals has been empowering. I especially love the dashboard, the user interface is easy to navigate. Excited to continue to explore the different features Waypoint has to offer, and to see the platform grow as whole :)
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Waypoint Budget helps you take control of your money with automatic transaction tracking, AI-powered insights, and smart budgeting tools. Connect your Canadian bank accounts, track spending in real-time, manage subscriptions, and get personalized financial coaching—all in one simple app.