How BudgetBadger works

Connect your shop and accounts, automate your P&L, and track product profitability and inventory in minutes.

Connect Your Business Accounts

Link your business checking, savings, and credit cards for automatic transaction sync, consolidating your financial accounts into a single view.

Accounts

Account	Type	Balance	History
Bank of America	Checking	$24,500	Jan 21 – Dec 16
Wells Fargo	Savings	$18,200	Jan 26 – Dec 17
Chase Business	Credit Card	$12,840	Feb 10 – Dec 21

Coming Soon

Etsy Deposit+$1,000

Gross Sales+$1,200

Refunds‑$100

Platform Fees‑$100

Connect Your Platforms

Connect your sales platform accounts to automatically consolidate your business in one view, and split your bank deposits into sales, refunds, and costs for a tax-ready P&L.

Customize Categories to Suit Your Business

Start from an initial categories grid built for small ecommerce businesses. Then adjust your categories and groups so your P&L and metrics reflect how you actually run the business.

REVENUE

Etsy Sales

Website Sales

↩️Refunds

EXPENSES

🏭Product Costs

📣Advertising

🛒Platform Fees

Merchant contains

"Home Depot"

Categorize to🛠️ EquipmentCategorize to 🛠️ Equipment

Merchant contains

"Meta Ads"

Categorize to📣 AdvertisingCategorize to 📣 Advertising

Merchant contains

"Mood Fabrics"

Categorize to🏭 Product CostsCategorize to 🏭 Product Costs

Create Rules to Automate Your P&L

Set category rules once and let BudgetBadger categorize new transactions automatically. Rules run as transactions come in, so your P&L stays clean without manual tagging.

Review Your P&L Performance

Scan monthly, quarterly, or annual performance against prior periods. Drill into any line to see the transactions behind it and spot spend or operational issues early.