| What it does | Connect your bank to AI and get real answers
| See your entire net worth in one private place
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| Stage | Not given
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| Founded | Not given
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| Based in | US
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| Pricing model | Freemium
| Free
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| 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.
| Free base tracking features; premium features planned
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| 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
| - Beautiful net worth curves, allocation breakdowns, and historical trend visualizations
- Backfill historical data to see your complete wealth journey
- Portfolio analysis with insights into health, risk exposure, and diversification
- Deep-dive into ETF holdings to see companies you own and overlaps
- Set long-term goals and overlay target trajectory versus actual growth
- Weekly recap and monthly reminder emails for balance updates
- Track recurring subscriptions and spending by category
- Convert and unify multiple currencies into one net worth number
- Free financial calculators for investments, net worth, FIRE, savings rate, and rebalancing
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| 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
| - 100% manual tracking with no broken bank syncs or security risks from credential sharing
- Complete privacy: data never sold, shared, or used to recommend products
- Works with any asset type worldwide without requiring bank connections
- Designed for couples and families to track household wealth in one place
- Simple, reliable tool that respects your time without pushing upsells or proprietary products
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 13 ● no change since last check | 6 ● no change since last check |
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| Trust Flow (Majestic) | 13 | 8 |
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| Citation Flow (Majestic) | 32 | 19 |
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| Referring domains (Majestic) | 110 | 4 |
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OpenBudget
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