Connect your bank accounts to AI and get real answers about your money.
Excel
Ask your money anything.
Connect Claude or ChatGPT through the OpenBudget connector, then ask about your spending, budgets, and trends in your own words.
Sync to Google Sheets and Excel.
Your transactions land in the spreadsheet you already use, updated automatically. No CSV exports, no copy-paste.
Budget 2026Transactions
See everything you own in one place.
Ask about stocks, retirement accounts, real estate, dividends, and trades, or add assets such as a rental property.
Your AI gets powerful budgeting tools, not just transactions.
Automatic categorization rules. Set a category once, and your AI remembers it.
Split charges by item. Your AI splits mixed purchases into the right budget categories.
Track cards and loans. See balances, APRs, due dates, and payoff options.
Bank-grade security. Your bank credentials stay with Plaid, and OpenBudget cannot move money.
Make it a scheduled check-in.
ChatGPT and Claude can run recurring tasks. Use OpenBudget as the live data source for morning spending summaries, weekly bill checks, and monthly cleanup reviews.
View automation prompts“Every morning at 8am, summarize yesterday's spending.”
“Every Friday, check bills due in the next 7 days.”
“Mid-month, tell me which categories are running hot.”
“On the first Monday, review miscategorized transactions.”
From the blog
Track Your Investments with Claude | OpenBudget
Connect your brokerage and 401(k) accounts to OpenBudget and ask Claude anything about your stocks, dividends, and taxes — no spreadsheets required.
ChatGPT for Personal Finance: What It Can and Can't Do
ChatGPT gives solid budgeting advice, but it has no idea what's in your bank account. Here's where it actually helps, and where it hits a wall.
Can AI Help You Save Money? We Tested It for 30 Days
We gave Claude access to a real bank account for 30 days and asked it questions daily. Here's exactly what it found and how much it actually saved.