Suggest an edit
Browse / All apps / Monavio

Monavio

Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.

$4.99/month or $36/year (14-day free trial, no credit card; no free plan)monavio.app

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

23 of 71 recorded

Cost

2 / 3
Free tier
No
monavio.app
Price
$4.99/month or $36/year (14-day free trial, no credit card; no free plan)
monavio.app
Lifetime purchase
?

Connections

3 / 7
Account aggregation
No
monavio.app
Connectors
?
Refresh more than daily
?
Manual accounts
Yes
monavio.app
Countries
?
Multi-currency
Yes
monavio.app
Crypto and digital assets
?

Transactions

5 / 13
Edit transactions
?
Create manual transactions
Yes
monavio.app
Rules engine
Yes
monavio.app
Mass edit
?
Split transactions
?
History import
?
Length of history
?
Export
Yes
monavio.app
Import formats
CSV · Excel · PDF
monavio.app
Nested categories
?
Custom categories
Yes
monavio.app
Tags
?
Receipt attachments
?

Planning

6 / 16
Budgeting
Yes
monavio.app
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
Yes
monavio.app
Recurring transactions
Yes
monavio.app
Bills
?
Bill negotiation
?
Goal tracking
Yes
monavio.app
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
Yes
monavio.app
Subscription tracking
Yes
monavio.app
Subscription cancellation
?
Automated transfers
?
Calendar view
?

Wealth

2 / 6
Net worth
Yes
monavio.app
Balance history import
?
Investment tracking
Yes
monavio.app
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

2 / 4
Reports
Yes
monavio.app
Trends
Yes
monavio.app
Credit scores
?
Alerts
?

Assistance

2 / 2
AI chat
Yes
monavio.app
AI categorization
Yes
monavio.app

Platforms

1 / 5
Interfaces
Web
monavio.app
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?
Nothing recorded yet — 3 groups, 15 attributes

Sharing

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

Trust

0 / 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?

Extending

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

Checked against the vendor’s own pages on ; 23 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-10-18
First recorded at $36/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 63 live listings that charge one.