Category Hub
Money Management apps and integrations
Money Management apps help users track spending, balances, budgets, bills, net worth, cash flow, and savings goals through ChatGPT or Claude. Listings may also support expense logging, transaction search, recurring-charge tracking, retirement planning, portfolio monitoring, bill payments, or advisor matching.
30 apps
Top money management apps
Open full directory →Financial-Services
Intuit Credit Karma
By Intuit Credit Karma
Credit Karma helps you understand your credit health. Get a breakdown of the key factors affecting your credit score – including payment history, credit utilization, credit age, credit mix, new credit inquiries, and total accounts – and see how you're rated on each to help you take action toward improving your credit.
Tools: 0 · Prompts: 2
Finance
Synci
By Synci
Synci connects your real bank, brokerage, and crypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do they cost per year?" "How is my portfolio allocated across stocks, ETFs, and crypto?" "Compare my checking account balance today with the start of the month." "Are any of my bank connections failing?" Synci aggregates accounts across thousands of institutions: - Banks in Europe and the UK via GoCardless Bank Account Data - Banks in New Zealand via Akahu - Investment brokerages and crypto exchanges via SnapTrade All connected accounts are visible through one MCP server, in their native currencies.
Prompts: 3
Finance
ClarityTrack
By Claritytrack, Inc
ClarityTrack is the financial data layer for your AI assistant. Connect your ClarityTrack account and ChatGPT can read your live financial picture: account balances, recent transactions, server-computed spending by category, budget position, goals with progress, and the insights Clarity has flagged (price increases, duplicate charges, income anomalies). Everything is strictly read-only: ChatGPT can see what you can see, and can never move money or change settings. Data access is granted per-user via OAuth and can be revoked at any time from ClarityTrack settings.
Prompts: 3
Finance
Pocket Ledger Expense Tracker
By Alireza Saligheh
PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, category reports, financial reports, and monthly budget summaries. It helps with expense management, money management, budget management, and everyday personal finance without spreadsheets or a separate finance app.
Prompts: 3
Finance
Superbrain Finanzas
By Luis Berna
Superbrain Finanzas convierte tus conversaciones en un registro financiero personal y continuo. Registra ingresos y gastos, consulta movimientos, revisa balances mensuales y organiza pagos recurrentes y presupuestos desde ChatGPT. Tu información queda guardada de forma privada para que puedas retomarla en futuras conversaciones sin empezar de cero.
Prompts: 3
Finance
RetirementIQ
By Layer 3 Labs
Get a fast, clear snapshot of how prepared you are for retirement—based on your age, income, and current savings. See an easy retirement “score,” an on-track status, and the key numbers to focus on next. Free to use right now for a limited time.
Prompts: 3
Finance
Simply Family Budget
By Sysoev, Sergiy
Simply Family Budget helps households review balances, search transactions, understand cash flow and budget status, project account balances, and create or update private budgeting records through ChatGPT.
Prompts: 3
Finance
YNAB: Get Good At Money
By You Need A Budget LLC
Worried about money? It might be because you’re bad at money. That’s not a character flaw—it’s a skills gap! YNAB is here to help you get good at money so you’ll never worry about money again. Get access to custom tools & expert guidance on topics like saving, paying off debt, managing money with a partner, irregular income, and more—all prepared by the real humans behind the cult favorite money app, YNAB, which has helped millions of people get good at money. Ask a question to get started and watch your money stress melt away. You’ve got this!
Prompts: 2
Finance
InvestmentIQ
By Layer 3 Labs
Set a savings goal and instantly discover how much to invest monthly, how long it will take, or what return rate you need to get there — all in one smart calculator. Choose from Conservative, Moderate, or Aggressive strategies and watch an interactive chart project your wealth up to 50 years into the future. See a clear breakdown of your starting balance, total contributions, and interest earned at a glance. This app is suitable for all ages.
Prompts: 2
Finance
Capycash
By Leonel Vargas
CapyCash helps users track income and expenses, organize categories and lists, and understand spending patterns from their own financial data. Users can ask for summaries, recurring expense detection, affordability checks, savings simulations, and goal-based scenario planning. It is designed to support financial planning and decision-making through a connected CapyCash account.
Prompts: 2
Finance
WealthCheck Financial Planner
By Layer 3 Labs
Get a complete snapshot of your financial health in seconds. WealthCheck analyzes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimizing an existing plan, see exactly where your money goes and what to do next.
Prompts: 2
Finance
Pane
By Real
Pane connects your bank accounts, credit cards, and investments to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial data whenever you need it. Your data stays encrypted and you control exactly what's shared.
Prompts: 1
Finance
AmazingPensions
By Widget
Pensions is the easiest way to quickly estimate your income at retirement. Change values like how much you contribute or your retirement age and see the results update. Make changes and discuss it with ChatGPT. e.g. - "Help me calculate my pension" - "I'm 45 with 200K in my pension. How much do I need to contribute so I can retire at 60 on 50K/year?" - "Is 300/month enough to retire at 55?"
Prompts: 1
Finance
Bill Splitter
By Widget
An easy way to split the bill, with ChatGPT e.g. - "How do I divide a $120 bill between 5 people" - "The check is $95, I've paid $55. What does my friend owe?" - "The cost of our vacation groceries was $200, which I paid for. How much does each person (John, Alice, Rob, Alex) owe me?"
Prompts: 1
Finance
Ledgy
By Borys Harholinskyi
Your personal finance advisor, with your full ledger at hand. Log expenses by voice, photo, or chat and let Ledgy categorize them. Set budgets per category or period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on dining this month?" or "how much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering accounts, transactions, budgets, categories, and receipts. Personally owned. Shareable when you want.
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Finance
OptionsAhoy
By AlphaLatitude Inc.
Seven deterministic calculators for US equity-compensation planning: ISO/AMT exercise scheduling, NSO sell-vs-hold, RSU sell-vs-hold, QSBS qualification, single-stock concentration analysis, protective put pricing, and selling equity to hit a cash target. Results are computed against the full federal tax code plus all 50 states and DC, so you get verifiable numbers instead of estimates. Free, no account needed. A planning calculator, not tax advice.
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Finance
ClearCash
By ClearCash
ClearCash connects your AI assistant to your personal financial data. Ask questions about spending patterns, net worth, and household finances in plain language. The connector provides read-only access — your AI can analyze and explain your financial picture, but cannot transfer funds, modify settings, or connect new accounts. Data is protected via OAuth 2.1 with PKCE; your credentials are never shared with the AI.
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Finance
wlthy
By Westend Consulting LTD
wlthy is a net worth tracker for cross-border wealth. See your full portfolio, debts, and multi-currency cash flows across countries in one place, in any of 13 currencies. Import broker and bank statements, then break down allocation by asset class, loan-to-value, and FX exposure. Informational tracking only, not investment, tax or legal advice. wlthy never moves money or trades on your behalf.
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Finance
CloFin
By CloFin Tecnologia e Soluções Digitais LTDA
CloFin is your intelligent personal financial assistant. Manage your financial life through natural conversations: log expenses, track budgets, check account balances, and organize your financial categories quickly, securely, and automatically.
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Finance
Borderless Budget
By Borderless Budget LLC
Connect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency.
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Finance
Fold
By Fold Money Private Limited
Fold helps users securely review their own transactions, accounts, investments, recurring expenses, credit profile, and savings through ChatGPT.
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Financial-Services
BankSync
By BankSync HQ
BankSync securely connects your bank, credit card, and brokerage accounts and makes their data available to Claude. Link your accounts once, then ask Claude about your finances in plain language. With BankSync connected, Claude can: • Read transactions, balances, account details, holdings, trades, and loans across all your connected institutions • Search and filter your financial history ("how much did I spend on groceries last month?") • Build queries, dashboards, and widgets to visualize spending, cash flow, net worth, and portfolio performance • Sync data on a schedule to destinations like Google Sheets, Excel, and databases • Categorize and enrich transactions automatically BankSync handles the hard parts of financial data — institution coverage, secure consent management, deduplication, and keeping balances fresh — so you can focus on the insights. All access is read-only by default and scoped to the workspace you connect. Whether you're tracking personal spending and net worth, reconciling the books for a business, or monitoring an investment portfolio, BankSync gives Claude a complete, up-to-date picture of your accounts ~ no manual exports required.
Tools: 94
Productivity
Minhas Economias
By Minhas Economias
O conector Minhas Economias conecta o Claude à sua vida financeira, permitindo consultar e organizar seus dados de forma conversacional. Com ele você pode acompanhar seu patrimônio consolidado (patrimônio líquido, ativos, dívidas e bens), listar e filtrar transações por período, conta, cartão ou categoria, e criar ou editar lançamentos, contas manuais, cartões de crédito, tags e membros. Na frente de investimentos, o conector oferece posições consolidadas por categoria, custódia e ordens de renda fixa, carteiras de fundos de investimento, cotações e rentabilidade histórica. Para o mercado de ações e FIIs da B3, traz indicadores fundamentalistas, demonstrações financeiras (DRE, balanço patrimonial e fluxo de caixa), eventos corporativos, consenso de analistas e documentos divulgados ao mercado. Ideal para investidores que querem analisar a carteira, planejar aportes e dividendos, e tomar decisões financeiras com o apoio do Claude — tudo a partir dos seus próprios dados.
Tools: 63
Financial-Services
Pearl
By Pearl Tech Inc.
Pearl connects Claude to your own bank, card, loan, and investment accounts so you can ask real questions about your money and get real answers. Ask where your spending went last month, what subscriptions are charging you, how much is left in your grocery budget, what your debts are costing you, what your net worth is, how long your cash lasts, and whether you can afford what's coming up. Pearl is personal finance for people whose finances aren't only personal. If you're self-employed, freelance, or running a small business, tag accounts and transactions as business or personal — business expenses on one side, household spending on the other. Useful at tax time, when deductible spending has to come apart from the rest, and for anyone tired of keeping two apps open. Then set a target and work toward it. An emergency fund, paying off a card, a down payment: Pearl works out the monthly number, tracks progress against your real balances, and tells you when you're ahead or when the date is slipping. Every answer is sourced. Pearl cites the accounts and transactions behind each number and tells you how fresh the data is, instead of guessing. You can clean up your data as you go — recategorize transactions, fix subscription and bill detection, set monthly budgets, adjust goals — and your corrections stick. Accounts are linked through Plaid, scoped to your own account, and read on your behalf. Pearl helps you understand your money; it is not an investment adviser and does not tell you what securities to buy or sell. Requires a Pearl account with an active subscription and at least one linked bank.
Tools: 33
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