Skip to content BeeLeaf: Task Planner and Budget App in One Place

Busy Bee + Money Tree

Your tasks and budget. Finally in sync.

BeeLeaf brings tasks, habits, bills, budgets, receipts, and savings goals into one connected system — so you can plan what needs to happen, keep track of what it costs, and see what comes next.

14-day money-back guarantee · Cancel anytime

Plan the day. Track the money. Grow toward your goals.

Two sides.
One life.

BeeLeaf brings both sides together without forcing you to manage separate apps that never communicate.

How it works

One connected loop for your time and money

BeeLeaf connects what you plan, what you complete, and what you can afford. Your tasks create action, your budget provides context, and your progress stays visible.

1

Plan what needs to happen

Organize tasks, habits, bills, notes, and goals.

2

Complete and record the action

Check off tasks, record expenses, and capture receipts.

3

Keep the budget current

See how completed actions and recorded spending affect the plan.

4

Decide with clarity

Understand what still needs attention and what is safe to spend.

01 · Tasks

Plan the week in one place

Organize tasks, habits, notes, bills, and priorities on one weekly board. See what needs attention without switching between separate productivity tools.

Weekly planning with priorities and repeating tasks Habit tracking and progress Notes, reminders, and focus tools Keep scrolling — watch tasks connect to money

02 · Money

Check it off. Keep the budget current.

Connect relevant tasks to bills, budgets, receipts, and goals. As you complete actions and record spending, BeeLeaf helps you keep the financial side of the plan up to date.

Monthly budgets and savings goals Bills and expense tracking Receipt capture and organization A clearer view of what remains available
BeeLeaf Tasks dashboard with weekly calendar, task rows, and habit tracker BeeLeaf Money dashboard with budget categories, progress rings, and transactions
Pay the electric bill due today Log receipts habit Plan Saturday’s game weekly
$1,497set aside this month Saved
Shopper checking her BeeLeaf groceries budget of $86.24 on her phone in a grocery store
Groceries · $86.2412 items · budget remaining $410 Saved

At the store

Know what is safe to spend

Standing in the grocery aisle, BeeLeaf helps answer the question that matters: how much is left in the grocery budget? Record the purchase, keep the category current, and make the next decision with better information.

No spreadsheet at the checkout line. No waiting until the end of the month to understand what happened.

Clubs, teams, and groups

Capture the receipt. Keep everyone organized.

Record an expense when it happens. BeeLeaf helps keep the receipt, category, amount, and group budget together — without relying on spreadsheets, paper receipts, or group-chat math.

Keep group activity separate from personal planning while still managing everything from one account.

Youth baseball coach capturing a pizza restaurant receipt with BeeLeaf on his phone while the team eats
Receipt captured — Team pizza $146.809 players · split $16.31 each Dining Out

Everywhere you are

One system. Every screen.

Plan on desktop, review on tablet, and record information from your phone. BeeLeaf keeps the experience consistent on the web, iOS, and Android.

BeeLeaf running in sync on a desktop monitor, tablet, and phone connected by an amber ribbon

Make it yours

Pick your palette

Choose a visual style that makes BeeLeaf feel like your own. Themes can change the dashboard colors, progress indicators, cards, and supporting interface elements.

Honey and Plum are just the start — more themes are waiting in the app.

BeeLeaf Tasks dashboard in the Honey theme BeeLeaf Tasks dashboard in the Plum theme
BeeLeaf Money dashboard in the Honey theme BeeLeaf Money dashboard in the Plum theme

Keep the two sides separate

Personal life and business work — organized, not mixed

Manage personal tasks, budgets, goals, and receipts separately from freelance work, a side business, or group activity. Move between spaces without combining information that should remain separate — one account for both sides.

Built for anyone who needs a second account without a second app:

Freelancers Solopreneurs Small businesses Teachers Coaches
See Personal + Business pricing →
Personal Groceries budget · $410 left Move 30 min · 4-day streak Vacation goal · 38% there
Business Invoice three clients · due Fri Q3 tax set-aside · on pace Equipment budget · $260 left

Same login — separate tasks, goals, budgets, and receipts on each side.

Why BeeLeaf

Less app-juggling. More growing.

Tasks and money together

Stop managing your daily plan and your budget in systems that never communicate.

Personal and business separated

Keep home, freelance work, side projects, and group activity organized in the appropriate space.

Your information stays yours

BeeLeaf has no ads and will never sell your financial data.

Ask BeeLeaf about your plan

Ask AI uses the information you have entered to help summarize tasks, budgets, habits, and goals — answers drawn from your own figures, not professional financial advice.

Your information, your choice

No ads. No selling your financial data.

BeeLeaf is supported by paid subscriptions — not advertising or the sale of financial data. You decide what information to enter or import into your account.

No advertising inside BeeLeaf BeeLeaf will never sell your financial data No direct bank connection is currently required You choose what information to enter or import

Pricing

Choose the plan that fits your life

Paid access begins when you subscribe. If BeeLeaf is not the right fit, request a full refund within 14 days of your first subscription.

14-day money-back guarantee · Cancel anytime

Basic

The whole dashboard — tasks, habits, budget, bills and goals.

$4.99 /month

Tasks, habits and lists Budget, bills and goals Themes Reminders
Start My Plan
Most popular

Standard

Everything in Basic, plus Ask AI reading your real numbers.

$9.99 /month

Everything in Basic Ask AI on your tasks and habits Ask AI on your budget, bills and goals Answers drawn from your own figures, never generic advice
Start My Plan
Coming soon

Premium

Savings work that pays for itself. Not ready yet — we will not sell it until it is.

—

Everything in Standard Savings strategies Coupon and discount finding Priority support
Not available yet

BeeLeaf is a paid subscription from the day you enroll. If it is not right for you, contact support within 14 days of your first subscription for a full refund. Canceling stops future renewals, and access continues through the period already paid for. One guarantee per customer — later upgrades and downgrades don’t start a new window.

Questions, answered

Are upgrades prorated?+

Yes. You are free to upgrade at any point, and you’ll only pay the prorated difference.

Does BeeLeaf connect to my bank account?+

Not currently. You choose what financial information to enter or import. BeeLeaf does not currently require a direct connection to a bank or financial institution.

Does BeeLeaf show ads or sell financial data?+

No. BeeLeaf has no advertising and will never sell your financial data.

What is BeeLeaf?+

BeeLeaf is a connected task and budget application that combines planning, habits, bills, budgets, receipts, and savings goals in one system.

Can I keep personal and business information separate?+

With the Personal + Business option, personal and business tasks, budgets, goals, and receipts can be organized in separate spaces.

Can clubs and teams use BeeLeaf?+

BeeLeaf can help clubs, teams, and small groups organize tasks, record receipts, and keep track of shared spending.

Which devices does BeeLeaf support?+

BeeLeaf runs on the web, iOS, and Android, with a consistent experience across desktop, tablet, and phone.

Can I cancel at any time?+

Yes. Canceling stops future renewals. You retain access through the subscription period already paid for.

Busy as a bee — track and watch your money grow

Bring your tasks, habits, bills, budgets, receipts, and goals into one connected system.

Start with today. Grow toward what matters.

Start My Plan

14-day money-back guarantee · Cancel anytime