View your complete financial picture from bank statements and screenshots without logging into your bank
Stage
Not given
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Founded
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Based in
US
CA
Pricing model
Freemium
Not given
Pricing
Base: $5/month billed annually or $9.95/month billed monthly. Investor: $8.25/month billed annually ($99/year) or $12.95/month billed monthly. Both include a 7-day free trial.
Not given
Key features
Ask Claude, ChatGPT, or any MCP client about spending, budgets, and balances
10,000+ US bank connections via Plaid
Automatic transaction categorization with user-defined rules
Auto-sync transactions to Google Sheets and Excel
Track cards, loans, balances, APRs, and due dates
Split mixed purchases into budget categories
Connect investment and retirement accounts
Scheduled check-ins and recurring tasks via AI
Upload bank statements and screenshots for analysis
View spending across all accounts
Track savings and investments
Monitor debt
Calculate net worth
Plan for retirement
Access on iPhone, Android, and web
No bank login required
What makes it different
No data stored on servers; credentials stay with Plaid and money never moves through OpenBudget
One subscription with everything included; no ads or data selling
Automatic spreadsheet sync with no manual CSV exports
Upload statements without bank login access
Unified view of all financial accounts in one picture
Available across multiple platforms including mobile and web
OpenBudget
MoneyLens AI