An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
Apps with refresh more than daily
22 of 55 apps, sorted by price. One filter from the directory, as a page: the same records, the same rule that Unknown is never No.
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
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
Web-first budgeting with multicurrency support, bank sync or CSV import, and a developer API
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
Cheddar Cash
Site unreachableAI-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
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
LunarFye
Site unreachableZero-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
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.
Mint
DiscontinuedIntuit's free budgeting and net-worth app, closed in March 2024 and folded into Credit Karma
Every filter on the directory that matches 3 or more listings is a page like this one; the rest are two clicks away with the sidebar.