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.
33 apps
Top money management apps
Open full directory →Finance
Kubera
By Kubera Apps, Inc.
Ask questions about your Kubera portfolio. Connect your Kubera account to ask questions about your net worth, assets, liabilities, and portfolio allocation using your live Kubera data. The assistant can retrieve information from your Kubera balance sheet and respond with summaries or explanations of your holdings. Example questions: • What is my current net worth? • What are my largest assets? • How much of my portfolio is in crypto? • What liabilities do I have recorded? Kubera is a personal balance sheet for tracking your wealth in one place. https://www.kubera.com/
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
LedgerLens
By Edukas Solutions LLC
LedgerLens turns your transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to configure. Your data stays in LedgerLens; ChatGPT reads it only during active tool calls through a secure OAuth connection you control.
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
Bankrate
By Bankrate
This tool specializes in providing current consumer banking rates and calculating savings projections. It is designed to be an objective, non-advisory resource.
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
Other
Crbonfree
By Crbon Labs Inc.
CrbonFree helps people estimate and offset the carbon footprint of everyday purchases. Enter what you bought (with optional price, category, quantity, or weight), and the app returns an emissions estimate and a clear offset cost. Users can complete the offset through Stripe checkout, and the app keeps the payment flow and status in sync.
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
Productivity
Resource Allocation
By Beike Yan
Helps allocate limited resources across multiple options based on relative return.
Prompts: 1
Education & Research
Precise Special Functions
By Assaf Lanir
Precise Special Functions computes high-precision values of specialized mathematical functions: Bessel (J, Y, I, K), Riemann zeta, Gauss hypergeometric ₂F₁, complete elliptic integrals (K and E), and the Gamma function. Backed by arbitrary-precision arithmetic via mpmath — up to 1000 decimal digits. Suited for physics simulations, number theory, engineering calculations, and any context where a standard float or an inline code approximation is not precise enough. Every result is deterministic and cross-checkable against reference implementations. Ask naturally: "what is J₀(7.2) to 30 digits" and you get an exact value.
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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
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
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