We share money
Joint budgets, two logins, an adviser seat. 17 of 41 apps qualify.
Sharing money is different from sharing a password. The 17 apps here record a genuine second person — a partner, a household, in a few cases an adviser — as a first-class account with its own login. Look at the Sharing group on each listing: adviser access is a separate attribute, and most of these are Unknown on it. 8 of 41 listings are Unknown on collaboration itself, so this list is a floor.
Partner or household: YesSorted by price17 results
B
Manual or file import, shared with a partner.
Data held by BoneyFree tier
Free
19 of 60 recorded
Connects your banks, shared with a partner.
Free tier
Connects your banks, investment tracking, shared with a partner.
PlaidFree tier
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
PlaidYodleeMXFree tier
Connects your banks, investment tracking, shared with a partner, real estate.
PlaidFlinksWealthicaFree tier
Connects your banks, investment tracking, shared with a partner.
H
Connects your banks, shared with a partner.
$49/yr
10 of 60 recorded
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
Plaid
Connects your banks, investment tracking, shared with a partner, real estate.
PlaidYodleeVezgo
F
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
PlaidMoneyKitFree tier
$60/yr
34 of 60 recorded
T
Connects your banks, rollover budgeting, shared with a partner.
Yodlee
$79/yr
25 of 60 recorded
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
PlaidMXMastercard
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
Connects your banks, rollover budgeting, shared with a partner.
PlaidMXTrueLayer
Connects your banks, investment tracking, shared with a partner, real estate.
Plaid
V
Rollover budgeting, shared with a partner.
PlaidMX
$180/yr
21 of 60 recorded
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
Data held by BigBooksFree tier
Not recordediOS · no ratings yet
23 of 60 recorded
Built from the same records as the matrix. A need is a question with a real answer, not a filter preset: each of these pages is one attribute the records actually carry.
Other needs
Investments come firstHoldings, transactions and performance, not just balances29 appsI'm outside the USLocal banks, local currency27 appsI want to own my dataExport, self-host, a named custodian30 appsJust a budget, nothing elseEnvelopes and rollover, no dashboard16 appsFree to useA real free tier, not a trial24 appsI have a business or a side hustleBusiness or rental money kept apart from personal5 appsI'm working on my creditA credit score tracked next to the accounts10 appsForecast, not recordFuture balances, not last month's6 appsKill my subscriptionsDetection, and where recorded, cancellation6 appsGet out of debtPayoff planning next to the accounts it draws on5 appsSaving for somethingA goal with a date and a number, next to the accounts25 apps