OUR STORY

Located in a suburb of Vancouver, BC with their 2 year old son, Marta and Jeff's budgeting journey began as a bumpy one.  Simply put, one of them understood the importance of tracking and budgeting their expenditures in order to maximize savings, and the other didn't.  

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That all changed when Jeff experienced a layoff in 2023, resulting in a loss of over half their household income.  With a large mortgage and inflation wreaking havoc on every other expense, Jeff began appreciating the importance of money management and noticed that too many people and families were struggling in silence without knowing where to turn nor how to get on track.  

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With Marta's background in accounting and finance combined with Jeff's product management experience, they began creating budget templates in Excel & Google Sheets that anyone could download and use.  Focused on automation, accuracy, and usability, people with little to no financial literacy can quickly get visibility into their finances and manage their way through any situation.