+
+

Related Products

  • ChatD&B
    Visit Website
  • ZenTreasury
    9 Ratings
    Visit Website
  • Retool
    593 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • North One
    5,042 Ratings
    Visit Website
  • Concord
    237 Ratings
    Visit Website
  • JAMS Scheduler
    279 Ratings
    Visit Website
  • Evertune
    1 Rating
    Visit Website
  • FinOpsly
    3 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website

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.

About

Create and track your progress toward short and long-term goals. Include those goals in your spending plan to ensure you set aside enough each month. Know where your money is going, from essential expenses to occasional splurges. Uncover hidden subscriptions to make sure you’re not paying for things you don’t need. Get a personalized budget that’s automatically generated based on your income, expenses, and savings. It’s highly customizable and tracks your progress as you spend. Use insights to maximize your savings, optimize your spending, and reach your goals faster. Key notifications, built-in reports, and cash-flow projections make it easy to plan ahead. Simplifi creates an adjustable spending plan just for you. Add your own watchlists and savings goals to customize it even more. Check in with the app throughout the month to make smart choices and stay on top of your money the simple way!

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Businesses looking for an advanced Personal Finance solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5/month
Free Version
Free Trial

Pricing

$2.99 per month
Billed annually
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OpenBudget
Founded: 2025
United States
www.openbudget.sh/

Company Information

Simplifi
United States
www.quicken.com/simplifi/

Alternatives

Gains App

Gains App

Gains Money App Ltd

Alternatives

Cashly

Cashly

Corenexis
EveryDollar

EveryDollar

Ramsey

Categories

Categories

Integrations

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)

Integrations

ChatGPT
Claude
Cursor
Hermes 4
Model Context Protocol (MCP)
Claim OpenBudget and update features and information
Claim OpenBudget and update features and information
Claim Simplifi and update features and information
Claim Simplifi and update features and information