Take control of your finances with our free Budget Planner

Keep your spending in check while ensuring your financial goals are always front and center

View of Personal Asset financial dashboard on screen

Start achieving your savings goals

Organize your spending and savings automatically by date, category or merchant. Set a monthly spending target and easily see if you’re tracking over or under your plan.

People who use our free online financial tools can:

Track spending by seeing where their money goes
Set saving goals to keep their spending in check
Stay on budget to ensure they’re closer to meeting their goals

What you can do with the budget tool

Get a full view of your spending

Always know how much you have to spend by staying on top of your finances and seeing where your money comes and goes.

Create a detailed budget

Organize your transactions in groups like “Entertainment”, “Food” or customizable fields.

Make adjustments as needed

With new financial goals come new budgets. The budget tool makes it easy to change your monthly budget as your lifestyle changes.

“The Personal Asset Personal Dashboard™ is easy to use and helps me budget and plan for my family. The tagging option is very useful in helping us account for every dollar. It’s great having all of my accounts in one place!”

- Free dashboard user

The screen prints shown are for ILLUSTRATIVE PURPOSES ONLY.

Advisory services are provided for a fee by Personal Asset Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Personal Asset Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.