About This Site
Connect financial accounts to AI and spreadsheets for automated money tracking and analysis. OpenBudget is a personal finance platform that securely connects bank, credit card, brokerage, and retirement accounts to AI assistants such as Claude and ChatGPT, as well as Google Sheets and Excel. It lets users ask natural-language questions about transactions, balances, spending, budgets, debts, investments, dividends, and trades. OpenBudget uses Plaid for bank connections, supports more than 10,000 U.S. financial institutions, automatically categorizes transactions, synchronizes financial data with spreadsheets, and provides tools for budgeting and investment tracking.
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Key Features AI
Core Features
Connect bank, credit card, brokerage, and retirement accounts through Plaid
Ask Claude or ChatGPT natural-language questions about finances
Automatically sync transactions and balances with Google Sheets and Excel
Automatically categorize transactions and save custom categorization rules
Split mixed charges into multiple budget categories
Track card and loan balances, APRs, due dates, and payoff options
Monitor investment holdings, dividends, purchases, and sales
Schedule recurring spending summaries, bill checks, and budget reviews
Support for more than 10,000 banks and financial institutions
Advantages
Connects financial data directly to supported AI assistants
Eliminates repetitive CSV exports and manual spreadsheet updates
Supports banking and investment account tracking
Offers automatic categorization, charge splitting, and custom rules
Uses Plaid and states that bank credentials are not stored on OpenBudget servers
Supports recurring financial reviews and automated check-ins
Supports more than 10,000 banks and cards
缺点：Available only for United States banking institutions
缺点：Requires a paid subscription after the 7-day trial unless canceled
缺点：AI and spreadsheet integrations depend on the availability and permissions of external services
缺点：The Investor plan is required for brokerage and retirement account features
缺点：The website does not provide a permanently free plan
缺点：Financial account connectivity may vary by institution and Plaid support
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30-Day Click Trend
08-22
09-05
09-20
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