Personal finance app with custom expense categories and automatic transaction categorization
Connect your bank to AI and get real answers
Stage
Startup
Not given
Founded
2024
Not given
Based in
Not given
US
Pricing model
Not given
Freemium
Pricing
CSV Import Plan: $2.99/month; US Banking Plan: $4.99/month; International Plan: $3.99/month. All plans include a 3-month free trial.
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
Custom expense categories
Keyword-based auto-categorization
Real-time bank connections
CSV import from any bank
AI-powered financial insights
Investment portfolio tracking
Budget management with alerts
Scenario simulator for financial planning
Monthly spending trends
Subscription detection
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
Create custom categories that match your actual spending, not generic presets
Train once, auto-categorize forever with keyword rules you define
Scenario simulator to model what-if financial changes
SpendSpace
OpenBudget