Overview

Quick Overview

Budgeting Made Easy

Budgeting doesn’t have to be restrictive or overwhelming—it’s simply a plan for your money. With Climb, you’re in control of how and where you allocate your funds. If one category becomes a priority, it just means that you can adjust by shifting money from somewhere else. It’s all about finding balance and making sure your money works for you, not the other way around.

How Climb Works

Add your accounts so you can track your spending and income in one place.

Update your categories—we’ve got some to get you started, but you can customize them too!

Fund your priorities by assigning your available money to what matters most.

Log your transactions easily—whether you’re at home or on the go.

Overspent? No problem, adjust by moving money from another category.

Reconcile your accounts: Make sure your balances in Climb match what's in your bank to stay on track.

Climb Above! Stay in control, reach your goals, and watch your finances soar.

Three Fundamentals of Climb

1

Work With What You Have
Maximize your current resources by budgeting only the money you have today—no guessing, no stress, just smart planning.

2

The Power of Zero
Ensure every dollar is accounted for, paving the way to financial clarity and achieving your goals.

1

Chart Next Month's Income
Plan ahead with confidence by building a buffer so today’s income becomes tomorrow’s security. It’s all about staying a step ahead!