Personal finance app that imports bank statements and helps track spending, manage bills, and split expenses with friends
Your accounts, statements, and bills in one spreadsheet
Stage
Not given
Not given
Founded
Not given
Not given
Based in
US
US
Pricing model
Free
Freemium
Pricing
Not given
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.
Key features
Smart statement imports - Upload bank or credit card statement PDFs and extract transactions, balances, and dates automatically
Spending insights - Categorized transactions organized by merchant
Financial Health Score - Single score built from spending, savings, obligations, and habits
Group expense splitting - Split and track who owes what, even with people not on AlloFi
Bills & recurring payments - Detect and track upcoming bills and subscriptions
Face ID lock - Biometric security protection
Data encryption - Encrypted in transit with privacy protections
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
What makes it different
No bank login required - import statements you already have instead of connecting bank accounts
Privacy-first approach - financial data never sold or used for advertising
Automatic transaction extraction from PDFs with accuracy checks
Built for how people actually manage money today
Financial clarity without spreadsheets - organized view of all money and spending
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
AlloFi
Aggregate Finance