An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
YodleeFree tier
Browse / Assistance / AI categorization
Apps with AI categorization
13 of 55 apps, sorted by price. One filter from the directory, as a page: the same records, the same rule that Unknown is never No.
Assistance: AI categorizationSorted by price13 results
Account aggregation for Fidelity customers: outside accounts, net worth and cash flow in one view
eMoneyData held by eMoney AdvisorFree tier
Net worth tracking from the personal-finance review site, alongside its cash and investing accounts
PlaidFree tier
A finance app paired with personalized habit training, with optional bank sync
PlaidMXFinicityFree tier
Net worth, spending, investments, real estate and vehicles tracked across US and Canadian banks
PlaidFlinksWealthicaFree tier
A finance tracker built from blocks, with linked bank accounts, AI categorization and multiple profiles
PlaidMoneyKitFree tier
Budgeting around what is safe to spend after bills, goals and savings are set aside
PlaidFinicitySalt Edge
All your accounts in one view, with bills auto-detected and statement import by CSV or PDF
Plaid
AI budgeting that automates savings and debt-repayment transfers between connected banks
MXFree tier
Automated tracking of spending, budgets, investments and net worth on web, iPhone, iPad and Mac
PlaidMXMastercard
US mobile app pairing budgeting and account tracking with banking, automated saving, investing and an AI assistant.
Plaid
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