Personal Finance
Tools for managing money: aggregate accounts, build budgets, and track investments and net worth.
267 curated websites
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Personal Finance
10 websites
Monarch MoneySubscription finance platform for the US and Canada: aggregates 13,000+ institutions for budgeting, net-worth and investment tracking, goals and partner collaboration. Co-founded by Mint's first product manager. No free plan.
Copilot MoneyUS-only subscription finance app for iPhone, Mac and web: connects 10,000+ US institutions, auto-categorizes spending with AI, and tracks budgets, investments and net worth. A 2024 Apple Design Awards finalist. No free plan.
ProjectionLabWeb-based financial planning and retirement simulator: model income, spending and life events, then project decades of cash flow with Monte Carlo and tax modeling. Bootstrapped to $1M ARR by founder Kyle Nolan. Free tier; Premium $129/yr.
FinaryFrench wealth-tracking fintech: links 20,000+ banks, brokers and crypto platforms into one net-worth view, with budgeting tools plus its own crypto, life-insurance and wealth-management products. YC-backed, €38M raised; free tier.
Lunch MoneyWeb-first budgeting app for a global user base: native 160+ currency and crypto tracking, Plaid syncing across North America and much of Europe, CSV import and open API. Bootstrapped since 2019; $10/mo or pick your annual price.
Sure (formerly Maybe)Open-source personal finance app: aggregates bank, investment, crypto and property accounts to track net worth, transactions and budgets; self-hostable via Docker. Born as Maybe (2021), open-sourced 2024, now a community fork.
Actual BudgetOpen-source (MIT), local-first budgeting app built on envelope (zero-based) budgeting: data stays on your devices and works offline; optional self-hosted sync and bank imports via SimpleFIN and others. Free since 2022.
GhostfolioPrivacy-first, open source portfolio tracker: record stocks, ETFs and crypto across platforms to see net worth, performance and allocation, with X-ray analysis and FIRE calculator. AGPL-3.0, self-hostable; cloud Premium $48/yr.
YouZhiYouXing (有知有行)Chinese investment app founded by Meng Yan (2020): free investing courses and podcasts plus family asset tracking and a market 'thermometer', alongside licensed fund advisory on its 'Four Pots of Money' framework.
Simplifi by QuickenCloud budgeting app from Quicken Inc. (2020, now Quicken Simplifi): aggregates 14,000+ US/Canadian institutions into an auto-adjusting Spending Plan, plus goals, investing and retirement tools. Ad-free; US/Canada only.