You Need A Budget
770 East Main St, Suite 236,
Lehi, 84043, UT,
United States
Lehi, 84043, UT,
United States
1 801-610-9169
Banking and Financial Services
You Need A Budget Technographics
You Need A Budget Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by You Need A Budget and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 125 You Need A Budget employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that You Need A Budget has purchased the following applications: Jibble for Absence and Leave Management in 2019, MX Account Aggregation for Data Warehouse in 2019, Wingify VWO Data 360 for Customer Data Platform in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems You Need A Budget is running and its propensity to invest more and deepen its relationship with Jibble , MX Technologies , Wingify or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing You Need A Budget revenues, which have grown to $60.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for You Need A Budget intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
You Need A Budget Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jibble | Legacy | Jibble | Absence and Leave Management | HCM | n/a | 2019 | 2019 |
In 2019, You Need A Budget implemented Jibble as its Absence and Leave Management application. The implementation is documented on Jibble's site, where a You Need A Budget staffer is quoted describing use of Jibble for time tracking and timesheets to support payroll and operations in the United States.
The deployment focused on HR time and attendance processes, using Jibble for clocking, time capture, and centralized timesheet generation to feed payroll and operational workflows. Implementation included configuration of time tracking and timesheet modules, and the use of attendance reporting and inferred absence and leave management capabilities consistent with Absence and Leave Management functionality.
Operational coverage emphasized HR, payroll, and operations teams within the United States, with Jibble serving as a centralized time and attendance record for those business functions. The architecture is consistent with a cloud-hosted time and attendance application, providing a single source of truth for hours worked and timesheet approvals across the organization.
Governance changes were oriented toward formalizing timesheet submission and approval workflows and aligning time capture with payroll cycles, reflecting process changes in HR and operations. The record on Jibble’s site explicitly ties Jibble to time tracking and timesheet processes that support payroll and operations, with absence and leave management inferred from the broader time and attendance deployment.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MX Technologies | Legacy | MX Account Aggregation | Data Warehouse | Analytics and BI | n/a | 2019 | 2019 |
In 2019, You Need A Budget implemented MX Account Aggregation in a Data Warehouse context to power its Direct Import linked-account experience for its personal finance application in the United States. The deployment integrated MX Account Aggregation and MX data enhancement to ingest external account connections and surface transactions directly inside YNAB budgeting workflows, providing consolidated transaction visibility for end users.
MX Account Aggregation was configured to handle OAuth-based connectivity and transaction ingestion, with MX data enhancement performing cleansing and categorization before transactions were written into YNAB. The integration improved connection reliability and speed, with reported aggregation success rates above 97 percent and near 4 second OAuth connection times, and the cleansed, categorized transaction feed was used to populate budgeting and reconciliation functions across the product.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wingify | Legacy | Wingify VWO Data 360 | Customer Data Platform | CRM | n/a | 2023 | 2023 |
In 2023, You Need A Budget implemented Wingify VWO Data 360 as a Customer Data Platform. The public VWO case study documents that You Need A Budget used VWO Testing and Insights to optimize its product tour and marketing funnel in the United States, producing an 85% increase in downloads for the free trial.
While the published narrative centers on testing and insights rather than CDP features, the selection of Wingify VWO Data 360 indicates an implementation intent to unify customer data, create persistent customer profiles, and enable segmentation and personalization across marketing and product analytics. Wingify VWO Data 360 as a Customer Data Platform would commonly be configured to ingest behavioral and event data, map identifiers across devices, and expose segments to experimentation and analytics workflows.
Operational coverage for this deployment focused on marketing and product teams supporting the United States marketing funnel and onboarding flows. Governance emphasis in similar CDP deployments typically aligns around data mapping, consent management, and coordinating experimentation cadence between testing and unified profile segments to maintain consistent targeting and measurement.
The VWO case study documents the experimentation and insights work that produced an 85% increase in free trial downloads, and it does not explicitly attribute CDP driven outcomes to Wingify VWO Data 360. The implementation signal is that Wingify VWO Data 360 was provisioned to support ongoing segmentation and personalization workflows alongside VWO Testing and Insights.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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Test Automation Platform | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
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Content Delivery Network | IaaS |
|
2014 | 2014 |
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IT Decision Makers and Key Stakeholders at You Need A Budget
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by You Need A Budget Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from You Need A Budget IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the You Need A Budget digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD You Need A Budget Technographics
You Need A Budget is a Banking and Financial Services organization based in United States,
with around 125 employees and annual revenues of $60.0 million.
You Need A Budget operates a diverse technology stack with applications such as
Jibble, MX Account Aggregation and Wingify VWO Data 360,
covering areas like Absence and Leave Management, Data Warehouse and Customer Data Platform.
You Need A Budget has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Jibble, MX Technologies and Wingify.
You Need A Budget recently adopted applications including
Wingify VWO Data 360 in 2023, Jibble in 2019 and MX Account Aggregation in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of You Need A Budget’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates You Need A Budget’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete You Need A Budget technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.