{
 "version": "1",
 "generated": "2026-10-23",
 "site": "https://personalfinanceapps.guide",
 "license": {
  "name": "CC BY 4.0",
  "url": "https://creativecommons.org/licenses/by/4.0/",
  "attribution": "Personal Finance Apps Guide, https://personalfinanceapps.guide"
 },
 "records": 89,
 "attributes_total": 71,
 "files": {
  "json": "/data/apps.json",
  "csv": "/data/apps.csv",
  "schema": "/data/schema.json",
  "changes": "/changelog.rss"
 },
 "compatibility": "Within a version, fields are added and never removed or renamed: a new attribute is a new key under attributes and a new CSV column, read by header. A slug is the key; a renamed listing lists its old slugs in former_slugs and the old address forwards.",
 "attributes": [
  {
   "key": "free_tier",
   "label": "Free tier",
   "group": "Cost",
   "kind": "state"
  },
  {
   "key": "price",
   "label": "Price",
   "group": "Cost",
   "kind": "text"
  },
  {
   "key": "lifetime",
   "label": "Lifetime purchase",
   "group": "Cost",
   "kind": "state"
  },
  {
   "key": "aggregation",
   "label": "Account aggregation",
   "group": "Connections",
   "kind": "state"
  },
  {
   "key": "connectors",
   "label": "Connectors",
   "group": "Connections",
   "kind": "text"
  },
  {
   "key": "refresh",
   "label": "Refresh more than daily",
   "group": "Connections",
   "kind": "state"
  },
  {
   "key": "manual_accounts",
   "label": "Manual accounts",
   "group": "Connections",
   "kind": "state"
  },
  {
   "key": "countries",
   "label": "Countries",
   "group": "Connections",
   "kind": "text"
  },
  {
   "key": "multi_currency",
   "label": "Multi-currency",
   "group": "Connections",
   "kind": "state"
  },
  {
   "key": "crypto",
   "label": "Crypto and digital assets",
   "group": "Connections",
   "kind": "state"
  },
  {
   "key": "edit",
   "label": "Edit transactions",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "manual_txn",
   "label": "Create manual transactions",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "rules",
   "label": "Rules engine",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "mass_edit",
   "label": "Mass edit",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "split",
   "label": "Split transactions",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "history_import",
   "label": "History import",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "history_length",
   "label": "Length of history",
   "group": "Transactions",
   "kind": "text"
  },
  {
   "key": "export",
   "label": "Export",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "import_formats",
   "label": "Import formats",
   "group": "Transactions",
   "kind": "text"
  },
  {
   "key": "category_depth",
   "label": "Nested categories",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "custom_categories",
   "label": "Custom categories",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "tags",
   "label": "Tags",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "attachments",
   "label": "Receipt attachments",
   "group": "Transactions",
   "kind": "state"
  },
  {
   "key": "budgeting",
   "label": "Budgeting",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "envelope",
   "label": "Envelope budgeting",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "zero_based",
   "label": "Zero-based budgeting",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "rollover",
   "label": "Rollover budgeting",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "recurring",
   "label": "Recurring transactions",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "bills",
   "label": "Bills",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "bill_negotiation",
   "label": "Bill negotiation",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "goals",
   "label": "Goal tracking",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "debt_payoff",
   "label": "Debt payoff planning",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "forecast",
   "label": "Cash-flow forecasting",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "scenario_planning",
   "label": "Scenario planning",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "retirement_planning",
   "label": "Retirement planning",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "subscriptions",
   "label": "Subscription tracking",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "subscription_cancellation",
   "label": "Subscription cancellation",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "auto_transfers",
   "label": "Automated transfers",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "calendar_view",
   "label": "Calendar view",
   "group": "Planning",
   "kind": "state"
  },
  {
   "key": "net_worth",
   "label": "Net worth",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "balance_import",
   "label": "Balance history import",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "investments",
   "label": "Investment tracking",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "investment_txn",
   "label": "Investment transactions",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "real_estate",
   "label": "Real estate",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "fee_analysis",
   "label": "Investment fee analysis",
   "group": "Wealth",
   "kind": "state"
  },
  {
   "key": "reports",
   "label": "Reports",
   "group": "Insight",
   "kind": "state"
  },
  {
   "key": "trends",
   "label": "Trends",
   "group": "Insight",
   "kind": "state"
  },
  {
   "key": "credit_scores",
   "label": "Credit scores",
   "group": "Insight",
   "kind": "state"
  },
  {
   "key": "alerts",
   "label": "Alerts",
   "group": "Insight",
   "kind": "state"
  },
  {
   "key": "ai_chat",
   "label": "AI chat",
   "group": "Assistance",
   "kind": "state"
  },
  {
   "key": "ai_categorization",
   "label": "AI categorization",
   "group": "Assistance",
   "kind": "state"
  },
  {
   "key": "collaboration",
   "label": "Partner or household",
   "group": "Sharing",
   "kind": "state"
  },
  {
   "key": "advisor",
   "label": "Adviser access",
   "group": "Sharing",
   "kind": "state"
  },
  {
   "key": "business",
   "label": "Business or rental separation",
   "group": "Sharing",
   "kind": "state"
  },
  {
   "key": "interfaces",
   "label": "Interfaces",
   "group": "Platforms",
   "kind": "text"
  },
  {
   "key": "mobile_parity",
   "label": "Full mobile app",
   "group": "Platforms",
   "kind": "state"
  },
  {
   "key": "widgets",
   "label": "Home-screen widgets",
   "group": "Platforms",
   "kind": "state"
  },
  {
   "key": "custom_dashboard",
   "label": "Customizable dashboard",
   "group": "Platforms",
   "kind": "state"
  },
  {
   "key": "offline",
   "label": "Offline access",
   "group": "Platforms",
   "kind": "state"
  },
  {
   "key": "soc2",
   "label": "SOC 2",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "mfa",
   "label": "2FA / MFA",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "sells_data",
   "label": "Sells or shares your data",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "read_only",
   "label": "Read-only bank connections",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "data_held_by",
   "label": "Data held by",
   "group": "Trust",
   "kind": "text"
  },
  {
   "key": "self_host",
   "label": "Self-hosting",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "open_source",
   "label": "Open source",
   "group": "Trust",
   "kind": "state"
  },
  {
   "key": "public_api",
   "label": "Public API",
   "group": "Extending",
   "kind": "state"
  },
  {
   "key": "spreadsheet",
   "label": "Spreadsheet sync",
   "group": "Extending",
   "kind": "state"
  },
  {
   "key": "webhooks",
   "label": "Webhooks",
   "group": "Extending",
   "kind": "state"
  },
  {
   "key": "tax_export",
   "label": "Tax export",
   "group": "Extending",
   "kind": "state"
  },
  {
   "key": "tax_filing",
   "label": "Tax filing",
   "group": "Extending",
   "kind": "state"
  }
 ]
}