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Candor Finance

A personal finance app that helps you reach your money goals with the AI agent you already use, with a weekly review of what's worth talking through.

$14.99/month or $99/year (7-day free trial, card required; $99/year is $8.25/month)candor.money

Feature record

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14 of 71 recorded

Cost

1 / 3
Free tier
?
Price
$14.99/month or $99/year (7-day free trial, card required; $99/year is $8.25/month)
candor.money
Lifetime purchase
?

Connections

2 / 7
Account aggregation
Yes
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Connectors
?
Refresh more than daily
?
Manual accounts
?
Countries
US
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Multi-currency
?
Crypto and digital assets
?

Transactions

1 / 13
Edit transactions
?
Create manual transactions
?
Rules engine
?
Mass edit
?
Split transactions
?
History import
?
Length of history
?
Export
Yes
candor.money
Import formats
?
Nested categories
?
Custom categories
?
Tags
?
Receipt attachments
?

Planning

5 / 16
Budgeting
Yes
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Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
?
Recurring transactions
Yes
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Bills
Yes
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Bill negotiation
?
Goal tracking
Yes
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Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
Yes
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Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

1 / 6
Net worth
?
Balance history import
?
Investment tracking
Yes
candor.money
Investment transactions
?
Real estate
?
Investment fee analysis
?

Assistance

1 / 2
AI chat
Yes
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AI categorization
?

Platforms

1 / 5
Interfaces
Web
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Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
Yes
candor.money
Data held by
?
Self-hosting
?
Open source
?

Extending

1 / 5
Public API
Yes
candor.money
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?
Nothing recorded yet — 2 groups, 7 attributes

Insight

0 / 4
Reports
?
Trends
?
Credit scores
?
Alerts
?

Sharing

0 / 3
Partner or household
?
Adviser access
?
Business or rental separation
?

Checked against the vendor’s own pages on 2026-10-24; 14 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-10-24
First recorded at $99/year

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 64 live listings that charge one.