OpenBudget
From $5/moActively maintained
≈ 34visits/mo
Use not read yet · estimate, read Oct 13, 2026
- For
- people who want to ask AI about their bank spending or sync transactions to spreadsheets
- Activity
- Actively maintainedrelease 5 years ago · site updated 7 days ago
- Company
- Liftify LLCprivacy policy
- App Store
- 4.542 ratingsiPhone & iPad · updated Feb 6, 2022
- Used for
- query spending and budget trends through Claude or ChatGPT
- sync bank transactions into Google Sheets or Excel automatically
- track card balances, APRs and loan payoff options
- Has an MCP server (1 in the registry)public registry →
- Publishes llms.txt, a file written for AI assistantsopenbudget.sh ↗
- Run byLiftify LLCprivacy policy ↗
- Privacy policy updated2026-07-24privacy policy ↗
These are OpenBudget's own statements, read from its pages. We did not audit them. A line that is missing was not found on the pages we read; it does not mean the practice is absent.
- MCP serversh.openbudget/mcpverified in the MCP registry
- Stateanswers, requires sign-inchecked 2026-10-19
- Address to connectapi.openbudget.sh/mcp
This card as JSON, for your agent →
Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.
Figure and bar: visits/mo, estimate · year: online since
- #1
EraMCP · sign-in
Reads connected bank balances, recorded bills and linked documents to answer cash-flow questions and match purchases to retailer orders.
723ActiveFrom $6.99/mo - #2
BilanceMCP · sign-in
Connects to European bank accounts over read-only open banking and categorises transactions to track budgets, recurring bills and net worth.
101Active2019 - #3
MedianMCP · open
Syncs bank, card, Stripe and payroll feeds into a general ledger, then answers margin, headroom and runway questions from the books.
58ActiveFrom $200/mo - #4
Montty
Automates bookkeeping, categorizes transactions, and analyzes cash flow through voice and text conversation.
39ActiveFrom $49/mo - #5
Mi Platita
Imports bank statements and categorizes spending to identify subscriptions, duplicate charges, and budget overruns.
15ActiveFrom $4.99/mo - #6
SmartWalt
Tracks expenses by voice or receipt photo and provides spending insights without bank linking.
3MaintainedFrom $4.99/mo
Not it? Say what you need
betaThree tools from the Atlas for the job you describe, each with what fits and what does not.
No notes yet. What do you use OpenBudget for?
Sign in to leave a noteWhat is OpenBudget?
Syncs bank transactions into Google Sheets and Excel, and exposes them to Claude or ChatGPT as a connector for spending questions. It is listed in the Atlas under Finance and made by Liftify LLC.
Who is OpenBudget for?
people who want to ask AI about their bank spending or sync transactions to spreadsheets
How much does OpenBudget cost?
Paid plans start at $5/mo, per OpenBudget's pricing page on 2026-10-19.
Is OpenBudget free?
No. Its pricing page showed no free plan on 2026-10-19.
Is OpenBudget still maintained?
Actively maintained: release 5 years ago · site updated 7 days ago.
Who owns OpenBudget?
OpenBudget is run by Liftify LLC, per its privacy policy (2026-10-19).
Does OpenBudget have an iPhone app?
Yes: “OpenBudget - Budget and Save” on the App Store, rated 4.5 from 42 ratings; current version released 2022-02-06.
Does OpenBudget have a free trial?
Yes, a 7-day free trial, per its pricing page (2026-10-19).
How do I cancel OpenBudget?
In its own words (terms of service, 2026-10-19): “We reserve the right to accept, refuse, or cancel your account, subscription, or membership at any time in our sole discretion.”
Does OpenBudget give refunds?
In its own words (terms of service, 2026-10-19): “The Subscription Fee is non-refundable except as expressly set forth in these Terms or in accordance with applicable law.”
What are alternatives to OpenBudget?
In Finance, by use: Era, Bilance, Median, Montty, Mi Platita, SmartWalt.
How we read a tool
No votes, no reviews, no vendor claims. Every week a crawler reads each tool's own site and a few public registries, and the words on the card are bands over what it read.
- Use: visits to the site (estimated), installs from npm and PyPI, presence in Chrome's usage report.
- Activity: the newest release on GitHub, npm or PyPI; the newest dated page on the site; open roles on a public jobs board.
- Price: the vendor's own pricing page, read with the date. A figure is printed only when it is on that page.
- The line and the use cases are written by us from the homepage, one tool at a time, and refused when they repeat the vendor's marketing.
How AI assistants read each site — the reading vendors ask us about — is on each tool's own visibility page.
How we read every tool → · By INITE Atlas Desk