Forward-looking budgeting

Money clarity for you, and the advisors who guide you.

Sunrise Budget brings income, spending, debt, savings, and net worth into one plan. Advisors can invite clients to fill it in, then review everything in one place.

Free for personal use.

For you

See where your money is headed, on your own, with a partner, or independently of any advisor.

Rolling forecast with month-by-month cash flow
Net worth today and 12 months ahead
Share with a partner or household

For advisors

Skip the Zoom call where you ask for every account and balance, and the email threads chasing statements. Clients enter it once; you review everything in one place.

Clients input accounts, investments, insurance, and spending themselves
No more screen-share account laundry lists or scattered replies
Open their plan anytime and review the full picture read-only

Explore for advisors