OpenBudget

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About OpenBudget

Deep Dive with Clara AI

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.

Screenshots & Videos

Sync transactions to Google Sheets and Excel

Track investments, retirement and real estate

Pricing

Free Trial Available
Starts at $5.0.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers
Individuals

API Support

Modes of Support

Business Hours

OpenBudget Features

Show Feature Explanation

Show Missing Features

Personal Finance Features

Investment Monitoring

Monitors the performance of savings and investments

Transaction History

Allows to verify or check all your historical transactions anytime

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Budgeting

Prepares a plan to spend your money by balancing income and expenses.

Reports

Comes with reporting capabilities and features custom pre-built reports

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget

Expense Groups

Allows to categorize or group the transactions with common attributes

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

Alerts

Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Multi-Currency

Enables payment and collection in multiple currencies.

OpenBudget Pricing

Free Trial

Available

Credit Card Required to Get Started

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Base $5.00 $9.95 per month

Up to 10 institutions connected

Ask about your money. Use AI with your transactions, balances, and debts.
Keep spreadsheets current. Sync categorized transactions to Google Sheets and Excel.
Organize transactions your way. Save category rules, split charges, and add notes.

Start Free Trial

Investor $8.25 $12.95 per month

Up to 15 institutions connected

Everything in Base. Banking, AI access, categories, rules, and spreadsheet sync.
See what you own. Connect brokerage and retirement accounts through Plaid.
Follow investment activity. Ask about holdings, dividends, buys, and sells.

Start Free Trial

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