Build Your Budget
Map out your income, expenses, savings, and goals across smart categories, and see exactly where your money goes. No account required — just start building.
Your life. Your information. Help getting it organized.
Let a Build-A-Life PLMT Representative help you set up PLMT around your needs. We'll help organize your accounts, prepare calendar and financial imports, review your categories, and configure recurring commitments and goals.
Choose the setup package that fits the amount of information you're bringing. We confirm the scope and price before work begins.
You stay in control of your financial connections and approvals. Our representatives provide setup and organizational assistance, not financial advice.
Build-A-Life is an optional, one-time service purchased separately from your PLMT subscription. Kids account setup is free.
Get personalized setup assistance from a Build-A-Life PLMT Representative.
One-time setup fees — USD
Light
A small amount of organized information, a short history, and minimal cleanup.
Standard
More accounts or calendars, recurring commitments, and some cleanup or categorization.
Extensive
Larger amounts of information, longer history, or more involved organization and cleanup.
Your representative confirms the appropriate package, scope, and price before work begins. Additional work requires a separate approved quote.
Build-A-Life is optional and billed separately from your subscription. The 3-day Basic and Premium subscription trial does not include paid setup services.
Budget Summary
PLMT connects your budget to your calendar, goals, and AI insights — all in one place.
Ready to manage your full financial life?
PLMT connects your budget to your calendar, goals, and AI insights — all in one place.