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JCT Finance

Personal finance, under your control. Envelopes, Bank Sync, Investments and automation.

Free (7-day free trial. Free, Plus (4.99), and Premium (9.99) tiers.)www.jctfinance.com

Feature record

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43 of 71 recorded

Cost

2 / 3
Free tier
Yes
www.jctfinance.com
Price
Free (7-day free trial. Free, Plus (4.99), and Premium (9.99) tiers.)
www.jctfinance.com
Lifetime purchase
?

Connections

7 / 7
Account aggregation
Yes
www.jctfinance.com
Connectors
Plaid
www.jctfinance.com
Refresh more than daily
Yes
www.jctfinance.com
Manual accounts
Yes
www.jctfinance.com
Countries
US
www.jctfinance.com
Multi-currency
Yes
www.jctfinance.com
Crypto and digital assets
Yes
www.jctfinance.com

Transactions

12 / 13
Edit transactions
Yes
www.jctfinance.com
Create manual transactions
Yes
www.jctfinance.com
Rules engine
Yes
www.jctfinance.com
Mass edit
Yes
www.jctfinance.com
Split transactions
Yes
www.jctfinance.com
History import
Yes
www.jctfinance.com
Length of history
Unlimited
www.jctfinance.com
Export
Yes
www.jctfinance.com
Import formats
CSV · Excel · OFX · QFX · QIF · Quicken
www.jctfinance.com
Nested categories
Yes
www.jctfinance.com
Custom categories
Yes
www.jctfinance.com
Tags
Yes
www.jctfinance.com
Receipt attachments
?

Planning

13 / 16
Budgeting
Yes
www.jctfinance.com
Envelope budgeting
Yes
www.jctfinance.com
Zero-based budgeting
?
Rollover budgeting
Yes
www.jctfinance.com
Recurring transactions
Yes
www.jctfinance.com
Bills
Yes
www.jctfinance.com
Bill negotiation
?
Goal tracking
Yes
www.jctfinance.com
Debt payoff planning
Yes
www.jctfinance.com
Cash-flow forecasting
Yes
www.jctfinance.com
Scenario planning
Yes
www.jctfinance.com
Retirement planning
Yes
www.jctfinance.com
Subscription tracking
Yes
www.jctfinance.com
Subscription cancellation
?
Automated transfers
Yes
www.jctfinance.com
Calendar view
Yes
www.jctfinance.com

Wealth

4 / 6
Net worth
Yes
www.jctfinance.com
Balance history import
Yes
www.jctfinance.com
Investment tracking
Yes
www.jctfinance.com
Investment transactions
Yes
www.jctfinance.com
Real estate
?
Investment fee analysis
?

Insight

1 / 4
Reports
Yes
www.jctfinance.com
Trends
?
Credit scores
?
Alerts
?

Sharing

1 / 3
Partner or household
Yes
www.jctfinance.com
Adviser access
?
Business or rental separation
?

Platforms

2 / 5
Interfaces
Web · iOS · Android
www.jctfinance.com
Full mobile app
Yes
www.jctfinance.com
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

Trust

1 / 7
SOC 2
?
2FA / MFA
Yes
www.jctfinance.com
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?
Nothing recorded yet — 2 groups, 7 attributes

Assistance

0 / 2
AI chat
?
AI categorization
?

Extending

0 / 5
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?
Tax filing
?

Checked against the vendor’s own pages on 2026-11-02; 43 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-11-02
First recorded at Free

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 68 live listings that charge one.