Related Products
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About
MoneyWiz is not like other finance apps. It's packed with features for the pro-user, yet it's easy to use for the beginners. It doesn't tell you how you should manage your money, instead it's so versatile that it allows you to manage them the way that makes sense to you! Works offline and syncs completely automatically when online. Backed by 256bit military-grade encryption for both data transfer & storage! Whether you want to import data from another app you've been using, connect to your banks or just manage things manually, we've got you covered! Stay on top of your spending and easily achieve your saving goals. MoneyWiz offers both income & expense-based budgets with automatic detection of new transactions based on categories or tags. You can easily rebalance the budgets at any time by moving money from one budget to another. The built-in budget progress view shows you exactly where you are vs where you should be.
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About
OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice.
Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing.
The connection is read-only. OpenBudget can see your data but can never move money, place a trade, or change anything in your accounts. It works with whichever AI client you already use, so you're not locked into one app to get value from it.
Plans start at $5/month with a 7-day free trial.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses searching for a powerful Personal Finance solution
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Audience
Individuals looking to track personal finances, investors monitoring portfolios, and users of AI assistants like Claude or ChatGPT who want to analyze their financial data.
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$4.99 per month
Free Version
Free Trial
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Pricing
$5/month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationMoneyWiz
United States
www.wiz.money/
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Company InformationOpenBudget
Founded: 2025
United States
www.openbudget.sh/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)
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