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NerdWallet

Net worth tracking from the personal-finance review site, alongside its cash and investing accounts

Free (NerdWallet+ is an optional $49/yr.)www.nerdwallet.com
Download on the App StoreGet it on Google Play

Feature record

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15 of 71 recorded

Cost

2 / 3
Price
Free (NerdWallet+ is an optional $49/yr.)
support.nerdwallet.com
Lifetime purchase
?

Connections

2 / 7
Account aggregation
Yes
support.nerdwallet.com
Connectors
Plaid
Refresh more than daily
?
Manual accounts
?
Countries
?
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
?
Import formats
?
Nested categories
?
Custom categories
No
support.nerdwallet.com
Tags
?
Receipt attachments
?

Planning

5 / 16
Budgeting
Yes
www.nerdwallet.com
Envelope budgeting
?
Zero-based budgeting
?
Rollover budgeting
No
Recurring transactions
No
Bill negotiation
?
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
?
Scenario planning
?
Retirement planning
?
Subscription tracking
?
Subscription cancellation
Yes
support.nerdwallet.com
Automated transfers
?
Calendar view
?

Wealth

1 / 6
Net worth
Yes
www.nerdwallet.com
Balance history import
?
Investment tracking
?
Investment transactions
?
Real estate
?
Investment fee analysis
?

Insight

3 / 4
Reports
?
Credit scores
Yes
www.nerdwallet.com

Assistance

1 / 2
AI chat
?
AI categorization
Yes
www.nerdwallet.com
Nothing recorded yet — 4 groups, 20 attributes

Sharing

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

Platforms

0 / 5
Interfaces
?
Full mobile app
?
Home-screen widgets
?
Customizable dashboard
?
Offline access
?

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 2026-09-04; 12 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $60$49/yearFree2026-092026-10
2026-09-02
First recorded at $49/year
2026-09-04
$49/year → 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 63 live listings that charge one.