Your accounts, statements, and bills in one spreadsheet
Understand Money. Get Out of Debt. Build Wealth.
Stage
Not given
Startup
Founded
Not given
2025
Based in
US
Not given
Pricing model
Freemium
Free
Pricing
Free sample spreadsheet with example data. Starter: $4/month (or $48/year, save $8) for up to 3 banks. Plus: $9/month (or $108/year, save $18) for up to 8 banks and 3 brokerages. Add-ons: More connections $1.50/month or $15/year each; Investment history $3/month or $30/year.
Not given
Key features
Credit card statements and payment tracking
Recurring subscription detection
Built-in budgets and charts
Investment tracking with holdings
Weekly summary email
Import from other budgeting apps
Google Sheets and Excel sync
Read-only bank access via Plaid
Download as Excel, LibreOffice or CSV
Free Money Knowledge Checkup with four-question assessment
Budget Calculator to map income against expenses
Debt Payoff Calculator comparing payment options and timelines
Learning Library with practical guides and lessons
Three-stage learning path: Survival, Stability, Building
Content on money myths and misconceptions
Email newsletter: The Beelinger Money Brief
What makes it different
Ready-made charts and budgets built into your spreadsheet, not in a separate app
Own your data in Google Sheets or Excel instead of in the app
Low starting price from $40 a year
Free sample spreadsheet to try without connecting a bank
No personal financial information required to access learning resources
Completely free financial education and tools
Plain-English explanations of financial concepts and real costs
Practical, actionable tools connected to educational lessons
AI Money Coach to explain tradeoffs and personalize guidance
Aggregate Finance
Beelinger