OpenBudget
What is OpenBudget?
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.
How to use OpenBudget?
Start a 7-day free trial, connect eligible U.S. financial institutions through Plaid, and link OpenBudget to Claude, ChatGPT, Google Sheets, or Excel. Once connected, ask AI questions about spending, budgets, debts, balances, and investments, or configure automatic spreadsheet synchronization. Users can also create categorization rules, split charges, add notes, and schedule recurring financial check-ins.
OpenBudget's 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
OpenBudget's Use Cases
Ask Claude to summarize yesterday's spending every morning
Review upcoming bills and due dates each week
Identify budget categories that are exceeding normal spending
Keep a personal finance spreadsheet automatically updated without CSV exports
Track brokerage and retirement account holdings, dividends, and trades
Analyze debt balances, APRs, and potential payoff options
Correct recurring transaction categorization errors with saved rules
FAQ from OpenBudget
What is OpenBudget?
Which AI assistants and spreadsheet tools does OpenBudget support?
How long is the free trial?
Does OpenBudget store bank credentials?
Can OpenBudget track investments?
Can OpenBudget automatically update Google Sheets or Excel?
How many financial institutions does OpenBudget support?
Is OpenBudget available worldwide?
OpenBudget Reviews (0)
OpenBudget Pricing
Base
$60 per year when billed annually
Includes up to 10 connected institutions, AI access for transactions, balances, and debts, spreadsheet synchronization, categorization rules, split charges, and notes.
Investor
$99 per year when billed annually
Includes everything in Base, plus up to 15 connected institutions and brokerage and retirement account tracking for holdings, dividends, purchases, and sales.
Analytic of OpenBudget
OpenBudget Website Traffic Analysis
Geography
Top 4 Regions
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