Apps with investment transactions

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

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

Budgeting and wealth management with bank connections and Mint data import

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

Net-worth tracking that logs the important account changes, not every expense

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

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

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

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

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

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

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

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

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

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.