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Browse / Planning / Rollover budgeting

Apps with rollover budgeting

27 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: Rollover budgetingSorted by price27 results

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

SimpleFINGoCardlessEnable BankingData held by YouFree tier
Free 38 of 71 recorded

FreeBudget is a free, simple budgeting app that tracks your spending, builds your budget, and monitors your net worth.

PlaidFree tier
Free 32 of 71 recorded

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

Free tier
FreeiOS · no ratings yet 30 of 71 recorded

Quicken and Simplifi import with zero-based budgeting, bank sync via three aggregators, and shared household access.

PlaidYodleeMX
$19.99/yriOS 4.2 (105) 31 of 71 recorded

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

PlaidYodleeMXFree tier
$19.99/yriOS 2.8 (10) 29 of 71 recorded

Zero-based budgeting with real reconciliation, flexible planning, and bank sync.

PlaidSimpleFINFree tier
$24/yr 36 of 71 recorded

Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.

$36/yr 23 of 71 recorded

Private zero-based budgeting with no bank sync — plan by paycheck, review scanned receipts, and track prices you actually pay.

$39.99/yr 26 of 71 recorded

A finance app paired with personalized habit training, with optional bank sync

PlaidMXFinicityFree tier
$40/yr 31 of 71 recorded

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

TrueLayerFree tier
$41.99/yriOS 4.7 (1,419) 41 of 71 recorded

A complete budgeting app with forecast, multiple budgeting styles, goals, debt payoff BNPL plans, and scenarios, with a day-by-day forecast.

$45/yr 29 of 71 recorded

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

Plaid
$50/yriOS 4.8 (58) 31 of 71 recorded

Budgeting and financial planning with all accounts on one dashboard, with no ads or data sales

PlaidFree tier
$59.99/yriOS 4.4 (7) 42 of 71 recorded

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

PlaidMoneyKitFree tier
$60/yr 37 of 71 recorded

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

IntuitData held by You
$60/yriOS 4.6 (14,952) 43 of 71 recorded

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

PlaidSimpleFIN
$72/yr 29 of 71 recorded

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

PlaidFinicitySalt Edge
$74.99/yriOS 4.6 (7,681) 40 of 71 recorded

Bank feeds synced daily into Google Sheets and Excel spreadsheets you own

Yodlee
$79/yr 26 of 71 recorded

AI budgeting that automates savings and debt-repayment transfers between connected banks

MXFree tier
$79.99/yriOS 4.4 (742) 36 of 71 recorded

Budgeting, net-worth tracking and financial planning in one app, with no ads and no data sales

Free tier
$89.99/yriOS · no ratings yet 35 of 71 recorded

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

PlaidMXMastercard
$95/yriOS 4.8 (30,707) 28 of 71 recorded

Budgeting, net worth and planning in one app, shared with a partner or advisor

PlaidMXFinicity
$99.99/yriOS 4.9 (115,317) 37 of 71 recorded

A budgeting app and method for getting good at money, on web and mobile

PlaidMXTrueLayer
$109/yriOS 4.8 (61,969) 34 of 71 recorded

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

PlaidData held by BigBooksFree tier
$119.88/yriOS · no ratings yet 35 of 71 recorded

Vlorish

Site unreachable

Budgeting for freelancers, with personal and business money and estimated taxes in one place

PlaidMX
$180/yr 21 of 71 recorded

Mint

Discontinued

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

IntuitFree tier
Discontinued 28 of 71 recorded

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