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Compare / Buddy vs WalletHub

Buddy vs WalletHub

Two records, side by side. WalletHub ships 0 things Buddy does not, Buddy ships 0 WalletHub does not, 6 attributes are the same, and 58 cannot be compared because one side is Unknown.

Buddy: $9.99/month or $49.99/yearWalletHub: $16/month or $95.90/yearBuddy: 13 of 71 recordedWalletHub: 26 of 71 recorded

Where they differ

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No recorded attribute differs.

All 71 attributes

AttributeBuddychecked · 2026-09-09WalletHubchecked · None
Cost
Free tierYesYes
Price$9.99/month or $49.99/year (Free to download and try)$16/month or $95.90/year
Lifetime purchase??
Connections
Account aggregation?Yes
Connectors??
Refresh more than daily??
Manual accountsYes?
Countries?US
Multi-currency??
Crypto and digital assets??
Transactions
Edit transactions??
Create manual transactionsYes?
Rules engine??
Mass edit??
Split transactions??
History import?Yes
Length of history??
Export??
Import formats??
Nested categories??
Custom categoriesYes?
Tags??
Receipt attachments??
Planning
BudgetingYesYes
Envelope budgeting?Yes
Zero-based budgeting?Yes
Rollover budgeting??
Recurring transactions?Yes
Bills?Yes
Bill negotiationYes?
Goal tracking?Yes
Debt payoff planning?Yes
Cash-flow forecasting??
Scenario planning??
Retirement planning??
Subscription trackingYesYes
Subscription cancellationYes?
Automated transfers??
Calendar view??
Wealth
Net worthYesYes
Balance history import??
Investment tracking?Yes
Investment transactions??
Real estate??
Investment fee analysis??
Insight
Reports?Yes
Credit scores?Yes
Alerts?Yes
Assistance
AI chat??
AI categorization?Yes
Sharing
Partner or householdYesYes
Adviser access?Yes
Business or rental separation??
Platforms
InterfacesiOSWeb · iOS · Android
Full mobile appYesYes
Home-screen widgets??
Customizable dashboard?Yes
Offline access??
Trust
SOC 2??
2FA / MFA??
Sells or shares your data?Yes
Read-only bank connections??
Data held by??
Self-hosting??
Open source??
Extending
Public API??
Spreadsheet sync??
Webhooks??
Tax export??
Tax filing??