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NerdWallet

Connects your banks.

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

Feature record

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

13 of 60 recorded

Cost

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

Connections

2 of 7
Account aggregation
Yes
support.nerdwallet.com
Connectors
Plaid
Refresh more than daily
?
Manual accounts
?
Countries
?
Multi-currency
?
Crypto and digital assets
?

Planning

4 of 9
Budgeting
Yes
www.nerdwallet.com
Envelope budgeting
?
Rollover budgeting
No
Recurring transactions
No
Goal tracking
?
Debt payoff planning
?
Cash-flow forecasting
?
Cancel subscriptions
?

Wealth

1 of 5
Net worth
Yes
www.nerdwallet.com
Balance history import
?
Investment tracking
?
Investment transactions
?
Real estate
?

Insight

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

Assistance

1 of 2
AI chat
?
AI categorization
Yes
www.nerdwallet.com
Nothing recorded yet — 5 groups, 30 attributes

Transactions

0 of 12
Edit transactions
?
Create manual transactions
?
Rules engine
?
Mass edit
?
Split transactions
?
History import
?
Length of history
?
Export
?
Import formats
?
Nested categories
?
Tags
?
Receipt attachments
?

Sharing

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

Platforms

0 of 4
Interfaces
?
Full mobile app
?
Home-screen widgets
?
Offline access
?

Trust

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

Extending

0 of 4
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?

Checked against the vendor’s own pages on 2026-09-04; 10 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

category median $65$49/yearFree2026-092026-09
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 26 live listings that charge one.

What people are saying

I had written a review before about bringing back this feature. I’m SO HAPPY to see it back (and better). This was single-handily the feature that helped me progress financially! Now, I can even modify to my goals like saving aggressively with the 40/30/30 or…App Store · 5★ · 2026-08
Tried to add my finance info and it keeps having problems logging in. So it made me think it’s a scam app, they ask you for ssn and accounts. I get it. But when it’s bouncing back it means someone in regulations put a plug on adding new stuff because money an…App Store · 1★ · 2026-08

Read and search all 450 reviews → Unedited store text; the most recent from each end of the scale.