MCP App Store

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.

12 apps

Top money management apps

Open full directory →
Finance
Ledgy

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.

Tools: 35

View details →
Finance
Capycash

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.

Tools: 21 · Prompts: 2

View details →
Finance
CloFin

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.

Tools: 21

View details →
Finance
ClearCash

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.

Tools: 14

View details →
Finance
Pocket Ledger Expense Tracker

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.

Tools: 13 · Prompts: 4

View details →
Productivity
wlthy

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.

Tools: 10

View details →
Finance
Borderless Budget

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.

Tools: 9

View details →
Financial-Services
Zocks

Zocks

By Zocks

Zocks connects Claude to the client data financial advisors rely on - including conversation intelligence, meeting insights, and the goals, concerns, and planning opportunities captured across every interaction. With access to this context through Zocks, Claude can analyze client history to surface tax considerations, estate planning signals, and other client-specific insights advisors may want to explore further.

Tools: 8 · Prompts: 3

2026-03-30
View details →
Finance
YNAB: Get Good At Money

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!

Tools: 1 · Prompts: 2

View details →
Finance
WealthCheck Financial Planner

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.

Tools: 1 · Prompts: 2

View details →
Financial-Services
Intuit Credit Karma

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

2025-12-22
View details →
Finance
Bill Splitter

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?"

Tools: 1 · Prompts: 1

2026-05-19
View details →

Need a custom money management integration built?