Local-first envelope budgeting you can self-host, with optional bank sync
SimpleFINGoCardlessEnable BankingData held by YouFree tier
Browse / Planning / Retirement planning
Apps with retirement planning
13 of 92 apps, sorted by price. One filter from the directory, as a page: the same records, the same rule that Unknown is never No.
Planning: Retirement planningSorted by price13 results
An account-aggregating dashboard for net worth, budgeting, retirement and portfolio planning
YodleeFree tier
Free Canadian planner for take-home pay, TFSA, RRSP and retirement. No account; your financial inputs stay in your browser.
Free tier
WalletLens is a free net worth and portfolio tracker that takes anything you own. Crypto, stocks and ETFs, gold and silver, cash, bonds, your house, the watch i
Free tier
Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.
PlaidYodleeMX
Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.
Quicken's cloud budgeting app: cash flow, investments and net worth in one place
Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales
PlaidFree tier
Desktop budgeting and portfolio tracking for Windows, with data stored locally
IntuitData held by You
An AI financial advisor that tracks spending, investments and net worth from connected accounts
Plaid
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
PlaidData held by BigBooksFree tier
Canadian budgeting, net worth and retirement planning app with CPP/OAS projections and Flinks/Plaid bank connections
PlaidFlinks
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.