60-day free trial available; subscription pricing details available through the app or app stores.
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.
Key features
Unlimited savings goals
Visual progress tracking with progress bars
Private circle for accountability
Amount privacy in shared goals
Bank account integration
Financial wellness tools and tips
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
What makes it different
Friends see progress without seeing amounts
Money stays in your own bank account
Community motivation without financial oversharing
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