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.
2 months free trial, then $9.99/month (USD)
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
Connect bank accounts securely with Plaid read-only access
Automatic transaction tracking and categorization
Monthly and yearly budgets with real-time updates
Transaction review queue to approve and categorize spending
Shared household access with Edit and View permissions
Savings goals tracking shared with household
Recurring subscription detection and price change alerts
Free loan calculator for any amount and rate
Can I afford it feature checks purchase against available funds
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
Automatically updates budget as transactions sync in real time
One shared place for entire household instead of multiple apps and spreadsheets
Read-only bank access means Savenello cannot move money
Designed specifically for couples and families with shared finances