OpenBudget
OpenBudget links your bank accounts through Plaid and makes your categorized transactions available to Claude or ChatGPT through a connector, so you can ask questions about your spending. It also syncs transactions to Google Sheets and Excel.
Pros
- Bank connections through Plaid with 10,000+ institutions
- ask Claude or ChatGPT about your own transactions
- automatic categorization
- sync to Google Sheets and Excel
- investment accounts on the Investor plan
- 7-day free trial
Cons
- Supports US financial institutions only
- no free plan after the trial
- Base plan is limited to 10 institutions and excludes investment accounts
Cost
7-day free trial. Base: $5/month billed $60/year, up to 10 institutions. Investor: $8.25/month billed $99/year, up to 15 institutions plus investment accounts.
Verdict
A fit for US users of Claude or ChatGPT who want to ask an AI assistant about their real spending and keep a synced spreadsheet of transactions.
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