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Your first week is free. Connect your accounts and ask AI about your money.

Base covers everyday money in your AI and spreadsheets.

$5/month

Billed $60/year

Up to 10 institutions connected

  • Ask about your money. Use AI with your transactions, balances, and debts.

  • Keep spreadsheets current. Sync categorized transactions to Google Sheets and Excel.

  • Organize transactions your way. Save category rules, split charges, and add notes.

Investor adds investments to your everyday money.

$8.25/month

Billed $99/year

Up to 15 institutions connected

  • Everything in Base. Banking, AI access, categories, rules, and spreadsheet sync.

  • See what you own. Connect brokerage and retirement accounts through Plaid.

  • Follow investment activity. Ask about holdings, dividends, buys, and sells.

Google SheetsExcel

Sync to Google Sheets or Excel.

Pick a sheet, map accounts to tabs, and OpenBudget keeps it current: headers, new transactions, and pending updates all handled for you.

Connect your bank accounts.

OpenBudget uses Plaid to securely connect 10,000+ institutions. Your credentials are never stored on our servers.

Available for United States banking institutions only.