An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
YodleeFree tier
Browse / Assistance / AI categorization
Apps with AI categorization
22 of 92 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 price22 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
WalletLens is a free net worth and portfolio tracker that takes anything you own. Crypto, stocks and ETFs, gold and silver, cash, bonds, your house, the watch i
Free tier
Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.
Private zero-based budgeting with no bank sync — plan by paycheck, review scanned receipts, and track prices you actually pay.
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
AI money manager: Plaid-linked budgets, bills, subscriptions and net worth, with an advisor that answers from your own accounts
Plaid
Free daily credit scores and reports, plus budgeting, net worth and identity protection; a paid tier adds automatic bank sync.
Free tier
Chat-based AI money app with budgeting, automated savings, credit tools and fee-free cash advances.
PlaidFree tier
AI financial assistant that aggregates bank, investment, crypto and property accounts for net worth tracking and answers grounded in your own data
PlaidFree tier
US mobile app pairing budgeting and account tracking with banking, automated saving, investing and an AI assistant.
Plaid
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