Apps with goal tracking

A shared household ledger for couples and roommates, with no bank connection

An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning

Account aggregation for Fidelity customers: outside accounts, net worth and cash flow in one view

Shared expenses & split bills

The aggregator's own consumer app: accounts, spending and budgets in one place

Budgeting and wealth management with bank connections and Mint data import

Subscription cancellation, bill negotiation, budgets and automated savings in one app

SoFi's money tracker linking SoFi and outside accounts for budgets, credit score, debt and net worth

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

Zero-based budgeting with real reconciliation, flexible planning, and bank sync.

A zero-based budgeting app: plan every dollar, share one budget with your household, and sync banks through Plaid, SimpleFIN or Lunch Flow.

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

Automated savings, payday budgeting and goal-based ETF investing, with shared goals for partners.

Private zero-based budgeting with no bank sync — plan by paycheck, review scanned receipts, and track prices you actually pay.

Budgeting app for the UK, US and Canada that tracks accounts, bills and subscriptions, with credit score, net worth and crypto tracking.

A complete budgeting app with forecast, multiple budgeting styles, goals, debt payoff BNPL plans, and scenarios, with a day-by-day forecast.

Net worth, spending, investments, real estate and vehicles tracked across US and Canadian banks

Quicken's cloud budgeting app: cash flow, investments and net worth in one place

Spending and subscription tracking with an AI money assistant and weekly nudges

Envelope budgeting for iPhone: paycheck-based cycles, manually entered spending, and bill reminders.

Envelope budgeting with credit-card payment pools, bank sync, and one-click YNAB import

A portfolio and account aggregator bringing institutions and crypto exchanges into one dashboard

Free nonprofit budgeting app: one weekly allowance instead of categories, plus a 2-year cash-flow forecast. Transactions are entered manually.

Flexible personal finance management, see your spending, net worth and budget the way you want.

Zero-based budgeting with bank sync, receipt capture and AI tools

Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales

A finance tracker built from blocks, with linked bank accounts, AI categorization and multiple profiles

Desktop budgeting and portfolio tracking for Windows, with data stored locally

All in one personal financial dashboard self hosted, Windows only, lifetime license.

AI-categorized spending and budget tracking on Plaid and MX bank connections

Envelope budgeting built for ADHD brains. Rules sort your transactions and paychecks fill your slices, so the budget runs without daily upkeep.

Budgeting around what is safe to spend after bills, goals and savings are set aside

Bank feeds synced daily into Google Sheets and Excel spreadsheets you own

AI budgeting that automates savings and debt-repayment transfers between connected banks

Zero-based budgeting with Plaid account sync, net worth, cash flow and custom reports

Your Money, Nobody's Business

Budgeting, net-worth tracking and financial planning in one app, with no ads and no data sales

AI money manager: Plaid-linked budgets, bills, subscriptions and net worth, with an advisor that answers from your own accounts

Free daily credit scores and reports, plus budgeting, net worth and identity protection; a paid tier adds automatic bank sync.

A personal finance app that helps you reach your money goals with the AI agent you already use, with a weekly review of what's worth talking through.

Budgeting, net worth and planning in one app, shared with a partner or advisor

A budgeting app and method for getting good at money, on web and mobile

Chat-based AI money app with budgeting, automated savings, credit tools and fee-free cash advances.

Budgeting for freelancers, with personal and business money and estimated taxes in one place

AI financial assistant that aggregates bank, investment, crypto and property accounts for net worth tracking and answers grounded in your own data

Free portfolio and net-worth tracker for stocks, bonds, crypto, real estate and private investments, with optional paid AI investment advice

Canadian budgeting, net worth and retirement planning app with CPP/OAS projections and Flinks/Plaid bank connections

Intuit's free budgeting and net-worth app, closed in March 2024 and folded into Credit Karma

Multi-currency expense tracker with bank sync, flexible budgets, planned payments and shared household accounts.