Let’s talk about the b-word 🙊 (...budgeting. What did you think we meant?)

See your spending and get insights to help.
 ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 
 
 
 
SoFi
Log in ›
 
 
  Scared of the big bad budget monster? Not anymore.
 
Track your spending
 
  Hi Janet,

Ready to get serious about budgeting? We're here to make it as easy as possible. Let's break it down into four basic steps:
 
 
 
1. Determine your financial goals.
2. Calculate your income.
3. Review your expenses.
4. Choose a budgeting method (like the 50/30/20 rule) to decide where your money should go.
 
 
  The process is simple, but getting started can be tough. That's why we have a library of articles that can help you make a budget, understand different strategies, decide where to cut back, and more.

Plus, SoFi has free financial tools to help you track your spending and build your personalized budget. Link your accounts to see and categorize your transactions in one place, so you can view monthly trends and set budgets that work for you.
 
 
Track your spending
 
 
chat bubble   Have questions? Contact us
mobile phone   Download the SoFi app
 
SoFi Relay offers users the ability to connect both SoFi accounts and external accounts using Plaid, Inc.'s service. When you use the service to connect an account, you authorize SoFi to obtain account information from any external accounts as set forth in SoFi's Terms of Use. Based on your consent SoFi will also automatically provide some financial data received from the credit bureau for your visibility, without the need of you connecting additional accounts. SoFi assumes no responsibility for the timeliness, accuracy, deletion, non-delivery, or failure to store any user data, loss of user data, communications, or personalization settings. You must confirm the accuracy of Plaid data through sources independent of SoFi. The credit score is a VantageScore® based on TransUnion® (the "Processing Agent") data.

This content is provided for informational and educational purposes only and should not be construed as financial advice.

Screen images simulated. For illustrative purposes only.
SoFi Technologies, Inc. values your privacy and the security of your personal information so please do not include sensitive personal information, such as your Social Security number, in any email or letter that you send to us.

SoFi Technologies, Inc. 234 1st St., San Francisco, CA 94105

Unsubscribe | Privacy Policy | Licenses

© 2025 SoFi Technologies, Inc. All rights reserved.
w: 2877472
RL25-2816300-C
Let’s talk about the b-word 🙊 (...budgeting. What did you think we meant?) Let’s talk about the b-word 🙊 (...budgeting. What did you think we meant?) Reviewed by PaidmeLLC on September 10, 2025 Rating: 5

No comments:

Powered by Blogger.