Investments come first

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

Credit scores and monitoring, with tax filing, spending insights and card and loan offers

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

Free Canadian planner for take-home pay, TFSA, RRSP and retirement. No account; your financial inputs stay in your browser.

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

A free mobile app for couples: shared view of bank accounts, bills and budgets, with in-app chat about transactions.

Screens 40,000+ investment options and shows after-tax yield by federal, state and investment type.

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

Shared expenses & split bills

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

Android app for planning expected income and expenses.

Private offline net worth tracker for iPhone. No bank login, no account, no ads.

Budgeting and wealth management with bank connections and Mint data import

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

SoFi's money tracker linking SoFi and outside accounts for budgets, credit score, debt and net worth

WalletLens is a free net worth and portfolio tracker that takes anything you own. Crypto, stocks and ETFs, gold and silver, cash, bonds, your house, the watch i

Net-worth tracking that logs the important account changes, not every expense

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

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

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

Automated savings, payday budgeting and goal-based ETF investing, with shared goals for partners.

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

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

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

All in one personal financial dashboard self hosted, Windows only, lifetime license.

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

All your accounts in one view, with bills auto-detected and statement import by CSV or PDF

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

Multi-currency wealth tracker for investments, crypto, property and debt, with net worth and performance analytics.

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

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

AI money manager: Plaid-linked budgets, bills, subscriptions and net worth, with an advisor that answers from your own accounts

Free daily credit scores and reports, plus budgeting, net worth and identity protection; a paid tier adds automatic bank sync.

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

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

AI financial assistant that aggregates bank, investment, crypto and property accounts for net worth tracking and answers grounded in your own data

Canadian budgeting, net worth and retirement planning app with CPP/OAS projections and Flinks/Plaid bank connections

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.