Actual Budget
Free, and qualifiesConnects your banks, rollover budgeting, investment tracking.
SimpleFINGoCardlessEnable BankingData held by YouFree tier
Browse / Investments come first
Investments come first
Holdings, transactions and performance, not just balances. 29 of 41 apps qualify.
Most apps show investment balances. Fewer record the transactions behind them, and fewer still show performance rather than a number that went up. The 29 apps here say Yes to investment tracking; check investment transactions on each listing before assuming the second, and expect real estate and crypto to be Unknown more often than not.
Investment tracking: YesSorted by price29 results
Connects your banks, investment tracking.
eMoneyData held by eMoney AdvisorFree tier
MoneyPatrol
Site unreachableConnects 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.
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
Plaid
Connects your banks, investment tracking, shared with a partner, real estate.
PlaidYodleeVezgo
Connects your banks, rollover budgeting, investment tracking, shared with a partner.
PlaidMoneyKitFree tier
Connects your banks, rollover budgeting, investment tracking, real estate.
IntuitData held by You
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, investment tracking, shared with a partner.
Data held by BigBooksFree tier
29 apps, 9 free — compare side by side · 9 apps are Unknown on investment tracking. Do you know one?
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
We share moneyJoint budgets, two logins, an adviser seat17 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