Your finances, answered
in one prompt

Connect your banks. Ask AI anything. Auto-sync to spreadsheets.

Everything included

  • ClaudeChatGPT
    MCP server for Claude & ChatGPT
  • Google SheetsExcel
    Auto-sync to Google Sheets & Excel
  • Plaid
    Unlimited bank & credit card connections
  • Auto-categorized transactions
  • 10,000+ supported financial institutions

Monthly

No commitment — try it for a month and see your transactions flow into spreadsheets and AI automatically.

$9.95/mo

Billed monthly. Cancel anytime.

Save 50%

Annual

Lock in the best price — a full year of automated bank syncing, AI insights, and spreadsheet exports for less than a coffee a month.

$5/mo($60/year)

Billed annually. Cancel anytime.

ClaudeChatGPT

Ask AI about your spending

OpenBudget connects to Claude and ChatGPT through MCP. Ask plain-English questions about your finances and get real answers based on your actual transaction data. Access is read-only — the AI can never move money or modify your accounts.

Barcelona trip

"How much did my Barcelona trip cost me?"

Flights$999
Hotel$892
Food & activities$317.80
$2,208.80
Subscriptions

"What subscriptions am I wasting money on?"

Hulu — last watched unknown$17.99/mo
Headspace — inactive 4 months$12.99/mo
Dropbox — you also pay for iCloud$11.99/mo
$47.97/mo savings

Google SheetsExcel

Sync to Google Sheets or Excel

Pick a Google Sheet or Excel file from your drive, choose which bank accounts sync to which tabs, and OpenBudget handles the rest. Column headers are created automatically — date, amount, description, account, institution, category, and more.

As new transactions come in, they append to the sheet. Pending transactions update when they post. Map multiple accounts to one tab or split them across separate tabs — your spreadsheet, your rules.


Plaid

Connect your bank accounts

OpenBudget uses Plaid to securely connect to over 10,000 financial institutions — the same infrastructure used by Venmo, Robinhood, and Coinbase. Your credentials are never stored on our servers.

Once connected, transactions from checking accounts, savings, credit cards, and brokerages sync automatically. Each transaction comes categorized by Plaid — no manual tagging needed.