Essentials, Growth, Reserves, Flex
Four proven budget categories that cover everything. Allocate
your income together — OurPlan handles the math and keeps both
of you on the same page.
Payday Checklist
Keep bills, transfers, and savings goals in a clear checklist.
OurPlan does not move money; it helps both partners confirm what
is planned and what is done.
Weekly Check-in
A guided 10-minute Money Meeting every week. Review the paycheck
plan, celebrate wins, and align on what needs attention next.
Shared Goals
Emergency fund, debt payoff, trips, date nights, or a first home
— set targets together and keep progress visible to both people.
Insights & What-If
Spot patterns, track budget drift, and pressure-test changes
before you make them. What if rent changes? What if one of you
gets paid early? See the plan first.
No Bank Sync Required
OurPlan works from the income, bills, goals, and notes you enter.
Your shared plan syncs through iCloud, with no bank login or
account credentials.
