OpenBudget

OpenBudget is a personal finance platform that securely connects your bank, credit card, brokerage, and retirement accounts to AI assistants such as Claude and ChatGPT, as well as Google Sheets and Excel. Instead of juggling multiple apps and statements, you can manage all of your money in one place.

Once connected, OpenBudget lets you ask natural-language questions about transactions, balances, spending, budgets, debts, investments, dividends, and trades, making it easy to understand your finances without digging through statements.

OpenBudget uses Plaid for bank connections and supports more than 10,000 U.S. financial institutions. It automatically categorizes transactions, synchronizes financial data with your spreadsheets, and provides tools for budgeting and investment tracking, so you always have a clear, up-to-date picture of where your money stands.