Expense tracker and budget app with AI voice and receipt entry — no bank login needed.
Which personal finance app fits how you manage money?
89 apps compared across 71 attributes in 11 groups. Start with what you need.
Canadian budgeting, net worth and retirement planning app with CPP/OAS projections and Flinks/Plaid bank connections
Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
Envelope budgeting for iPhone, iPad and Mac with fast manual entry, device sync and budget sharing
AI money manager: Plaid-linked budgets, bills, subscriptions and net worth, with an advisor that answers from your own accounts
Mobile app that connects read only to US and Canadian bank and card accounts and flags forgotten subscriptions, bank fees and unusual charges.
Screens 40,000+ investment options and shows after-tax yield by federal, state and investment type.
Private offline net worth tracker for iPhone. No bank login, no account, no ads.
Free Canadian planner for take-home pay, TFSA, RRSP and retirement. No account; your financial inputs stay in your browser.
Links your bank, card and brokerage accounts to Claude, ChatGPT and other AI assistants via MCP to track, tag and automate everyday money tasks
Offline-first expense tracker and budget planner with manual accounts, net worth and optional encrypted cloud sync
AI financial assistant that aggregates bank, investment, crypto and property accounts for net worth tracking and answers grounded in your own data
A complete budgeting app with forecast, multiple budgeting styles, goals, debt payoff BNPL plans, and scenarios, with a day-by-day forecast.
Your Money, Nobody's Business
Watches your recurring charges through a read-only bank connection and tells you when one changes price, converts from a trial, or bills twice.
Zero-based budgeting with real reconciliation, flexible planning, and bank sync.
Envelope budgeting built for ADHD brains. Rules sort your transactions and paychecks fill your slices, so the budget runs without daily upkeep.
Private zero-based budgeting with no bank sync — plan by paycheck, review scanned receipts, and track prices you actually pay.
All in one personal financial dashboard self hosted, Windows only, lifetime license.
FreeBudget is a free, simple budgeting app that tracks your spending, builds your budget, and monitors your net worth.
A shared family dashboard to track assets, liabilities, budgets and renewals across household members, with real-time bank sync.
Flexible personal finance management, see your spending, net worth and budget the way you want.
Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales
Budgeting app for the UK, US and Canada that tracks accounts, bills and subscriptions, with credit score, net worth and crypto tracking.
Envelope budgeting with credit-card payment pools, bank sync, and one-click YNAB import
Free nonprofit budgeting app: one weekly allowance instead of categories, plus a 2-year cash-flow forecast. Transactions are entered manually.
Chat-based AI money app with budgeting, automated savings, credit tools and fee-free cash advances.
Automated savings, payday budgeting and goal-based ETF investing, with shared goals for partners.
Free daily credit scores and reports, plus budgeting, net worth and identity protection; a paid tier adds automatic bank sync.
WalletLens is a free net worth and portfolio tracker that takes anything you own. Crypto, stocks and ETFs, gold and silver, cash, bonds, your house, the watch i
US mobile app pairing budgeting and account tracking with banking, automated saving, investing and an AI assistant.
A budgeting and expense-tracking app for iPhone, with shared budgets, manual accounts and net worth, plus subscription cancellation and bill lowering.
Envelope budgeting for iPhone: paycheck-based cycles, manually entered spending, and bill reminders.
Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.
Rewrite Your Money Story With The All-New Dollarwise.
Budgeting meets simplicity
Multi-currency wealth tracker for investments, crypto, property and debt, with net worth and performance analytics.
Manual expense tracker and monthly budget planner for iPhone, iPad, Mac and Android — no bank linking, no sign-in.
A finance app paired with personalized habit training, with optional bank sync
A digital envelope budgeting app for households, with shared budgets across web, iOS and Android and optional bank sync on the paid plan.
A free mobile app for couples: shared view of bank accounts, bills and budgets, with in-app chat about transactions.
Budgeting, net worth and planning in one app, shared with a partner or advisor
Tap-to-add expense tracker that keeps your data on your device and syncs it through your own Google Drive or Dropbox.
Personal accounting across spending, bills, debt, investments, net worth and credit score
An AI financial advisor that tracks spending, investments and net worth from connected accounts
Money manager and budget planner for bank, cash, e-wallet and crypto wallets, with shared wallets and per-category budgets.
Multi-currency expense tracker with bank sync, flexible budgets, planned payments and shared household accounts.
A zero-based budgeting app: plan every dollar, share one budget with your household, and sync banks through Plaid, SimpleFIN or Lunch Flow.
Local-first envelope budgeting you can self-host, with optional bank sync
A shared household ledger for couples and roommates, with no bank connection
Automated tracking of spending, budgets, investments and net worth on web, iPhone, iPad and Mac
Credit scores and monitoring, with tax filing, spending insights and card and loan offers
An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
Account aggregation for Fidelity customers: outside accounts, net worth and cash flow in one view
A finance tracker built from blocks, with linked bank accounts, AI categorization and multiple profiles
Budgeting, net-worth tracking and financial planning in one app, with no ads and no data sales
Spending and subscription tracking with an AI money assistant and weekly nudges
LunarFye
Site unreachableZero-based budgeting with Plaid account sync, net worth, cash flow and custom reports
Web-first budgeting with multicurrency support, bank sync or CSV import, and a developer API
Net worth, spending, investments, real estate and vehicles tracked across US and Canadian banks
Net worth tracking from the personal-finance review site, alongside its cash and investing accounts
Budgeting and wealth management with bank connections and Mint data import
Net-worth tracking that logs the important account changes, not every expense
AI budgeting that automates savings and debt-repayment transfers between connected banks
Budgeting around what is safe to spend after bills, goals and savings are set aside
Desktop budgeting, investing and bill tracking for Mac, with data stored locally
Desktop budgeting and portfolio tracking for Windows, with data stored locally
Subscription cancellation, bill negotiation, budgets and automated savings in one app
Quicken's cloud budgeting app: cash flow, investments and net worth in one place
A portfolio and account aggregator bringing institutions and crypto exchanges into one dashboard
Mint
DiscontinuedIntuit's free budgeting and net-worth app, closed in March 2024 and folded into Credit Karma
Cheddar Cash
Site unreachableAI-categorized spending and budget tracking on Plaid and MX bank connections
The aggregator's own consumer app: accounts, spending and budgets in one place
All your accounts in one view, with bills auto-detected and statement import by CSV or PDF
SoFi's money tracker linking SoFi and outside accounts for budgets, credit score, debt and net worth
Vlorish
Site unreachableBudgeting for freelancers, with personal and business money and estimated taxes in one place
Wilbur
Site unreachableA Canadian ad-free budgeting app that paid users for in-app surveys, launched in 2024
No apps match.