Apps with history import

Local-first envelope budgeting you can self-host, with optional bank sync

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

Budgeting and wealth management with bank connections and Mint data import

Calendar-based budgeting that forecasts account balances up to 60 years ahead

Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.

Personal accounting across spending, bills, debt, investments, net worth and credit score

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

A finance app paired with personalized habit training, with optional bank sync

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

Web-first budgeting with multicurrency support, bank sync or CSV import, and a developer API

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

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

Desktop budgeting, investing and bill tracking for Mac, with data stored locally

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

All your accounts in one view, with bills auto-detected and statement import by CSV or PDF

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

Multi-currency wealth tracker for investments, crypto, property and debt, with net worth and performance analytics.

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

Connects your banks, rollover budgeting, investment tracking, shared with a partner.

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