Menu
Get early access
The budgeting app for you.

Save for your goals.

Cover your bills. Save for something you want. Know what you can spend along the way.

Get early accessLearn more
Oaktally Reports screen with $3,452.10 net, $2,547.90 expenses and $6,000 income.

Everything in one app.

Basic

  • Voice & receipts

    Add spending by voice or a receipt photo.

  • Weekly or monthly budgets

    Set a weekly or monthly budget per category.

  • Savings goals

    Set a target and track progress.

  • Budget together

    Share bills and goals. Keep your own spending private.

  • Recurring bills & income

    See what's due and when pay arrives.

  • Reports & exports

    See where money went. Export anytime.

Premium adds

  • Investment prices

    Holdings with daily prices, in your net worth.

  • Cash outlook

    See your balance after upcoming bills.

  • Goal forecasts

    See when you'll reach each goal.

  • Debt payoff

    See when each card or loan is paid off.

  • Advanced reports

    Compare months and see where income goes.

Plan bills, goals and everyday spending.

Save for a goal.

Set a monthly amount for a trip, emergency fund or something you want.

Summer trip$1,200 of $2,000
$200 set aside monthly

Keep room for your own spending.

Plan an amount for hobbies, coffee and nights out after bills and savings.

Yours to spend$800 this month

Start from your spreadsheet.

Bring your CSV or Excel records. Review dates, categories and duplicates before adding them.

transactions.xlsx
Check dates and categoriesReview duplicatesConfirm before adding

Share when you are ready.

Start alone. Invite a partner later without exposing your private purchases.

Your account stays yours
Invite a partner laterPrivate purchases stay private

See it in the app.

Share the bills, not every purchase.

Each shared expense shows who paid and who owes whom.

Your money stays yours.

Bank-level encryption.
AES-256 on our servers and on your phone.
No bank login.
We never ask for your bank password.
Private by default.
Your spending stays yours. Sharing is always your choice.
Never sold.
Subscriptions pay for Oaktally. No ads.
Read our Privacy Policy

Plans

7 days free. Each plan covers two adults.

Basic

$5.99/month

or $59.99 a year

  • Voice & receipts
  • Weekly or monthly budgets
  • Savings goals
  • Budget together
  • Recurring bills & income
  • Reports & exports
Get early access

Premium

$12.99/month

or $129.99 a year

Everything in Basic, plus

  • Investment prices
  • Cash outlook
  • Goal forecasts
  • Debt payoff
  • Advanced reports
Get early access
Join early access

Make your first
personal budget.

Get an email when Oaktally is ready.

Signed up.

Question 1 of 2

Which phone do you use?

Frequently asked questions

Can I use Oaktally on my own?

Yes. The Personal plan is for one person. You will not need to invite anyone.

Can I import an existing spreadsheet?

CSV and Excel imports are part of the launch roadmap. You will review dates, categories and duplicates before adding transactions.

Can I invite a partner later?

Yes. Your personal budget will stay separate when you invite a partner. Sharing a household will not mean sharing your private purchases.

Will spending insights change my budget?

No. Spending reviews will highlight changes. You decide whether to adjust your budget.

Will I need to connect a bank?

No. The first release will support manual entry and spreadsheet imports. A bank connection will not be required.

Can I use the app today?

Join early access for a launch invitation. You can use the free budgeting tools today without an account.