Apps with investments

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

Credit scores and monitoring, with tax filing, spending insights and card and loan offers

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

A free mobile app for couples: shared view of bank accounts, bills and budgets, with in-app chat about transactions.

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

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

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 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

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

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

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

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

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

Automated tracking of spending, budgets, investments and net worth on web, iPhone, iPad and Mac

An AI financial advisor that tracks spending, investments and net worth from connected accounts

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.