First Budget in 60 Minutes

Making a budget is the most-avoided piece of financial advice there is: it sounds like homework, triggers shame, and most elaborate spreadsheets get abandoned by Friday. This playbook removes every excuse. It turns your AI agent into a budgeting coach that walks you through your first real budget in about 60 minutes, using only your bank app and a conversation. You'll see your actual take-home pay and spending, pick the simple 50/30/20 method (or zero-based if you prefer), build a one-page plan, automate savings and bills, and run a 10-minute weekly check-in that keeps the budget alive past week two.