Apps with rules engine

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

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

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

Shared expenses & split bills

The aggregator's own consumer app: accounts, spending and budgets in one place

Subscription cancellation, bill negotiation, budgets and automated savings in one app

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

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

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

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

Quicken's cloud budgeting app: cash flow, investments and net worth in one place

The inbox-zero spending tracker

Envelope budgeting with credit-card payment pools, bank sync, and one-click YNAB import

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

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

Mobile app that connects read only to US and Canadian bank and card accounts and flags forgotten subscriptions, bank fees and unusual charges.

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

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

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

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

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

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

Calendar-based budgeting that forecasts account balances up to 60 years ahead

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

Multi-currency expense tracker with bank sync, flexible budgets, planned payments and shared household accounts.