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

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

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

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.

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

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

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

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

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

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

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

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.