Product scope

Budgeting records, not financial services.

This page defines the public commercial service available through befinely.com and the boundaries that apply to every subscription.

befinely does not take custody of funds, initiate transactions, facilitate lending, execute trades, exchange assets, provide escrow, or settle payments. All real-world money movement occurs outside befinely.

Public core service

  • Six-jar budgeting with adjustable allocations for Necessities, Future, Education, Long-term Savings, Play, and Giving
  • Manual transaction and account recordkeeping
  • Categories, tags, and monthly budgets
  • Planned spending and contribution reminders
  • Personal and shared household goals
  • Historical reports based on user-entered records
  • Invited household collaboration on a shared ledger

Does and does not

Areabefinely doesbefinely does not
Six-jar budgetingOrganizes user-entered plans across six configurable budgeting jarsDoes not move money into separate accounts or guarantee financial outcomes
Budget recordsStores user-entered records for budgets and historical reviewDoes not verify that a real-world payment occurred
AccountsKeeps user-defined account names and calculated record balancesDoes not open or control a bank, payment, or stored-value account
HouseholdsShares a collaborative ledger and budget view with invited membersDoes not pool, hold, receive, or distribute household money
GoalsTracks a recorded target and progressDoes not save, invest, or move money toward a goal
ReportsCalculates historical totals and trends from saved recordsDoes not provide tax, legal, credit, or investment advice
SubscriptionDelivers access to budgeting softwareDoes not sell a financial product or financial account

No advice or reliance

Calculations and reports are informational outputs based on data entered by users. They are not financial, investment, credit, tax, accounting, or legal advice. Users remain responsible for verifying their records and making their own decisions.