Buxfer

RATING:

4.6

(36)

About Buxfer

Buxfer is a budgeting and financial planning application that helps businesses sync credit cards, bank accounts and investment accounts from a list of various institutions across multiple currencies globally. With Buxfer's insights, teams can track every dollar being spent, invested and saved across accounts, in one place. Transactions are automatically tagged for various expense categories to help operators analyze easily. Buxfer also shows forecasts of investments and savings accounts based on income and expense trends in the past to give a better idea of financial standing in the short term.

Awards and Recognition

FrontRunner 2024
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

Buxfer Pricing

Plus Plan - with Unlimited Accounts Unlimited Budgets, Unlimited Reminders, Unlimited Rules, Automatic Bank Sync, and more starts at $3.99/mo Pro Plan - Add Investments, Forecasts, Timelines on top of all Plus Features, starting $4.99/mo Prime Plan - Add custom plans, Smart alerts, favorites, access control over and above Pro features, starting $9.99/mo

Starting price: 

$3.99 per month

Free trial: 

Available

Free version: 

Not Available

Buxfer insights dashboard
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Buxfer Reviews

Overall Rating

4.6

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Buxfer

1 - 5 of 36 Reviews

User Profile

David

Verified reviewer

Automotive, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2022

Top Notch Financial Aggregator

Excellent and responsive company. Very strong app and desktop platform .

PROS

Former Mint user who switched over to Buxfer about 20 months ago. Love it. Best personal financial app out there and trust me I spent a long time doing my homework on all the different options out there. It keeps me on top of all my accounts. Has saved me money more than once.

CONS

Account synching is not always working properly...Have to update a lot

Reasons for switching to Buxfer

Wanted a more through and robust financial app.

Anonymous

11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed May 2022

Best Personal Finance Software

I don't use all of the functions of this software (IOU's and whatnot) but it gives a "control enthusiast" like me a choice of whether or not to sync my accounts. I like manually entering my cash flow and transactions day-to-day so I can balance it with my spreadsheet and track my spending carefully.

PROS

I can sync with all of my investments, including the values of my rental properties and primary residence. But I don't like syncing my bank and credit cards, so I have the choice to enter the details manually. I love that I can do that!

CONS

This is most certainly personal finance software and wouldn't be appropriate for any sort of business expense tracking, in my opinion. (I'm an accountant.) If this is your goal, there are probably other options.

Reason for choosing Buxfer

I like to be in control and enter transactions manually, yet have my investments sync up so I can keep an eye on them.

Reasons for switching to Buxfer

There is no Quicken online! I tried to make QuickBooks online work for my personal finance but it doesn't mesh and is too expensive. I hated Mint.

User Profile

Maxim

Verified reviewer

Information Technology and Services, 201-500 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed May 2022

Avoid using this app

horrible

PROS

The only reason i continue to use the app is that Buxfer can sync transactions automatically from my bank (i am in Germany)

CONS

- the interface is very inconvenient. obviously the people who make the app don't use it - There are bugs (e.g. recently the app created a new account automatically and started synchronising new transactions there. now I have to transfer transactions manually apparently) - the lack of support. when i started using the app i created tickets for bugs and suggestions for improvements. after 4 or 5 reports i got zero replies and stopped trying to solve these problems. Translated with [SENSITIVE CONTENT]/Translator (free version)

Reasons for switching to Buxfer

previous service could not export transactions from my bank account

Tony

Consumer Electronics, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

5

Reviewed May 2022

Fantastic software with slight areas for improvement

Overall Buxfer has been a complete game changer for me. I have used competing software for years, starting with Mint, which I quickly abandoned due to lack of a paid (ad free) option and the lack of full control over categories (you aren't able to create new top-level categories and you aren't able to delete existing default categories for some reason). I then have used Pocketsmith for years and years as it allowed great customization. Nothing comes close to buxfer's clean interface, with the full account lists and tag lists down a column on the left and simple, fast navigation, as well as features more akin to higher level professional accounting software such as the ability to enter a projected bill payment or a payment made that may not be reflected on your statement yet, allowing for quick forecasting of balances and overall financial standing.

PROS

I love the flexibility of this software. It allows me to modify and create a seemingly infinite amount of tags so I can organize all aspects of my financial life in a manner that facilitates historical insight for me. E.g. if you have multiple properties, you can separate expenses related to each property instead of sticking to generic templates. Additionally, while there are options out there that offer this feature, none seem to make it as quick and easy to create categories (called Tags in Buxfer) or edit them, add, remove, etc. Buxfer also has a built in "refund" transaction type, indicative of buxfer's understanding of real world financial transactoins, instead of categorizing a refund generically as "income" as most other options do. Additionally, the financial forecasting is dead-simple when compared to others. A clean, simple, visual chart showing forecasted balances is all what is needed. Something so simple that only Buxfer seems to have grasped so well. They have an IOU feature which I understand to be very useful however I have not used it yet.

CONS

While for the most part buxfer seems to have nailed transaction splits (where one purchase is split into multiple categories, e.g. at a hardware store you bought some tools for a project but also some light bulbs for your home and you want to track separately), there are a few bugs here and there to work through. Additionaly, when entering reminders, I would love for there to be a feature to remove reminders after the date for them has passed. Buxfer is good at transaction matching however it isn't perfect.

Reasons for switching to Buxfer

Too many limitations on all other software. Buxfer's founder seems to be the only one who actually gets it. Almost no limitations. Multiple currencies, support for bank sync for nearly every single banking platform out there, projected payments displayed in a super simple manner, unlimited customization of tags, sub-tags, sub-sub tags, it's really just so flexible when compared to anything else out there that I have used.

Andres

Verified reviewer

Internet, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed May 2022

Best tool for Accounting

I couldn't find another tool to manage my company finance like this one.

PROS

Manual accounts and transactions work very well in sync with automated account grabbed from online banking

CONS

Support takes too long to fix sync issues

Reason for choosing Buxfer

Most of them didn't allow manual accounts or transactions

Reasons for switching to Buxfer

Xero did not allow manual accounts