Save for a family goal.
Agree on a monthly amount for emergencies, holidays or a home.
Family emergency fund$6,000 of $10,000
$400 set aside monthly
The budgeting app for families.
Save for your family's goals.
Bring household bills and family goals into one plan. Agree on contributions and keep room for yourselves.
Alex, Sam & Jo
Our monthly plan
October budgetShared plan
Monthly take-home
$8,000Household bills$4,800
Shared savings$1,600
Personal spending$1,200
Still to plan$400
Family emergency fund
60%$6,000 of $10,000 saved
$400 set aside this month
A shared plan. Private purchases.
Personal spending stays separate.
Monthly reviewOctober 18
Give shared bills and savings a plan.
Keep personal spending separate.
Set agreed personal amounts without sharing every purchase.
One adult's spending amount$400 this month
Bring your household records.
Start with your CSV or Excel records. Check the details before they enter your household budget.
transactions.xlsx
Check dates and categoriesReview duplicatesConfirm before addingAgree on who contributes.
Set each adult member's contribution to shared bills and savings.
Who puts in what
Alex$3,200
Sam$2,400
Jo$800
Household bills and shared savings
Keep the household spending in sight.
See what has gone toward groceries, housing and transport. Everyone works from the same shared totals.
- Record expenses with shortcuts.
- Use categories that fit your life.
- Review income and expense trends.
Our shared spending this month
Spent this month$4,380
Still available$420
- Housing
- $2,800 of $2,800 $0 left
- Utilities
- $420 of $600 $180 left
- Groceries
- $1,040 of $1,200 $160 left
- Shared transport
- $120 of $200 $80 left
Talk through your budget.
Download your numbers for a spreadsheet, ChatGPT or Claude.
Spot changes in household spending.
See which shared expenses increased. Agree on changes while keeping personal purchases private.
Groceries spending+30%
- Last month
- $800
- This month
- $1,040
$160 left$1,200 budget
Still within budget.
OctoberMonthly budget review
MTWTFSS12131415161718
Review shared spending changes.
Agree on next month's family budget.
Review shared bills and savings. Propose changes for the adults managing the budget to review.
Privacy comes first.
We're designing Oaktally to protect your financial data.
- Encrypted financial data.
- The app will encrypt data in transit and at rest.
- You choose what to share.
- Plan shared bills and goals. Keep personal purchases private.
- No selling your financial data.
- Subscriptions will fund the app.
Your sharing choices
Share the budget.
Keep purchases private.
Plan togetherShared billsSaving goalsAgreed contributions
Your personal purchasesPrivate to you.
Join early accessMake your first
Make your first
family budget.
Get an email when Oaktally is ready.
By joining, you agree to receive early-access and launch updates. Unsubscribe anytime. Read our Terms and Privacy Policy.
Frequently asked questions
Who is family budgeting for?
Family budgeting is for adults coordinating household bills and savings. The first family release will not include child accounts or parental controls.
Does each member need a subscription?
The Family plan will cover up to six members with one subscription. Each adult will have a separate login.
Will family members see my purchases?
No. The household view will show shared expenses and agreed contributions. Private purchases will stay in your personal budget.
What if someone leaves the household?
Leaving will end access to the household budget. Your own records and the shared history you are entitled to keep will remain yours.
Will spending insights change our budget?
No. Reviews will show spending changes. The adults managing the budget will review shared adjustments before they apply.
Can we use family sharing today?
Join the family early-access list for launch updates. Family access will follow the personal and couples launch.