Equip Your Institution to Deliver Smarter Financial Guidance—At Scale

MyBudgetReport gives your students, clients, or members the power to plan ahead with predictive, personalized budgeting insights. Support better decisions, reduce financial stress, and prove your impact—all in minutes.

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Purpose-Built for the Way You Serve

For College & Career Counselors

Give your students clarity on what their future will actually cost.

MyBudgetReport helps you spark “a-ha” moments early—before loans are taken or majors are chosen. Use visual forecasts and peer benchmarks to turn career planning into real-world readiness.

  • Show students the true cash flow impact of career, location, and lifestyle choices
  • Guide smarter career paths with localized income and rent data
  • Spend less time in spreadsheets and more time advising

For Colleges

Improve student outcomes by making financial clarity part of the experience.

Offer MyBudgetReport to your full student body as a readiness tool—enhancing retention, reducing financial risk, and helping students think critically about borrowing, cost of living, and their earning potential.

  • Reduce dropouts tied to financial distress
  • Integrate with financial aid, orientation, or career services
  • Showcase your institution’s commitment to real-world readiness

For Credit Unions

Be the first financial institution your future members trust.

With MyBudgetReport, you offer value before a product is ever pitched. Use predictive, peer-informed forecasts to start meaningful conversations—and build relationships that last.

  • Engage Gen Z members with a tool that speaks their language
  • Offer insight during onboarding or loan consults
  • Position your CU as a lifelong partner in financial wellness

Not Just a Budget—A Future-Readiness Forecast

MyBudgetReport isn’t an expense tracker. It’s a decision tool designed to bring clarity to financial planning—before costly mistakes are made.

  • Persona-Based Forecasting: Income, taxes, and expenses based on occupation, experience, and location
  • Localized Cost-of-Living Modeling: Accurate rent, income, and lifestyle projections by area
  • Cash Flow Simulations: Predict surplus or shortfall before money is spent
  • Peer Benchmarking: Compare Budget Health Scores with similar profiles
  • No Bank Syncing Required: Plan ahead—no tracking, no spreadsheets

Perfect for institutions that need real guidance tools, not just dashboards.

Why Leaders Choose MyBudgetReport

Colleges

  • Increase retention by reducing dropout risk tied to financial stress
  • Provide scalable tools students can use on their own
  • Integrate easily with existing orientation and advising programs

Credit Unions

  • Build trust with young adults early in their financial journey
  • Deliver actionable insights during loan or credit consults
  • Differentiate your CU with value-first, education-based engagement

Counselors & Coaches

  • Replace generic advice with accurate, visual forecasts
  • Quickly align on financial scenarios without manual modeling
  • Deliver better coaching with less prep time

Seamless to Use. Powerful to Deliver.

  1. Invite students, clients, or members to access MyBudgetReport
  2. They answer a few simple questions—no financial accounts needed
  3. Instantly receive a visual forecast based on real data
  4. Use the insights to guide smarter conversations and decisions

You stay in sync—without the spreadsheets.

Trusted by Forward-Thinking Institutions

“This tool helps students make decisions with eyes wide open. It’s a game-changer.”
— Director of Career Services, Community College
“Finally, a way to connect with Gen Z on their terms—and with real impact.”
— VP of Member Experience, Regional Credit Union

Join the growing network of institutions using MyBudgetReport to drive better decisions.

Ready to Empower Your Users—and Elevate Your Impact?

Offer a tool that changes how young people plan their futures—while giving your institution the clarity, credibility, and confidence it needs to lead.

Get Institutional Access Free Request a Live Demo