OpenBudget Description

OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.

Pricing

Pricing Starts At:
$5/month
Free Trial:
Yes

Integrations

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Company Details

Company:
OpenBudget
Year Founded:
2025
Headquarters:
United States
Website:
www.openbudget.sh/

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support

OpenBudget Features and Options

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