Apps with refresh more than daily

An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning

Track UPI, banks, and joint accounts in one place from bank alert emails

A shared family dashboard to track assets, liabilities, budgets and renewals across household members, with real-time bank sync.

Shared expenses & split bills

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

Budgeting app for the UK, US and Canada that tracks accounts, bills and subscriptions, with credit score, net worth and crypto tracking.

Net worth, spending, investments, real estate and vehicles tracked across US and Canadian banks

Budgeting without the homework

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

Stop Wondering Where Your Money Went

Flexible personal finance management, see your spending, net worth and budget the way you want.

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

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

Envelope budgeting built for ADHD brains. Rules sort your transactions and paychecks fill your slices, so the budget runs without daily upkeep.

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

Links your bank, card and brokerage accounts to Claude, ChatGPT and other AI assistants via MCP to track, tag and automate everyday money tasks

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

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.

Build-your-own finance dashboards with Plaid bank connections and an AI assistant

Intuit's free budgeting and net-worth app, closed in March 2024 and folded into Credit Karma