OpenBudget

OpenBudget lets you connect bank accounts (the page states support for 10,000+ banks and cards via Plaid) and makes your transactions, balances, and spending available to Claude, ChatGPT, Google Sheets, and Excel. Transactions are sorted into 100+ categories. The page describes connecting an AI through the OpenBudget connector to ask about spending, budgets, and trends, syncing transactions into spreadsheets automatically, tracking investments and assets, and tracking cards and loans with balances, APRs, due dates, and payoff options. It also describes using ChatGPT or Claude scheduled tasks with OpenBudget as the data source for recurring summaries and bill checks. The page states that bank credentials stay with Plaid, OpenBudget cannot move money, and offers a 7-day free trial.

Key features

• Connect bank accounts and cards (10,000+ banks & cards supported per the page)
• Connector for Claude and ChatGPT to ask questions about spending, budgets, and trends
• Automatic sync of transactions to Google Sheets and Excel
• Automatic categorization into 100+ categories with rules that remember categories
• Split mixed charges by item into budget categories
• Investment and asset tracking, including stocks, retirement accounts, real estate, dividends, and trades
• Card and loan tracking showing balances, APRs, due dates, and payoff options
• Scheduled recurring tasks in Claude or ChatGPT using OpenBudget data for summaries and bill checks
• CSV export alternative for American Express transactions (per blog listing)

Best suited for

• Individuals who want to ask AI assistants questions about their personal spending and budgets
• People who keep budgets in Google Sheets or Excel and want automatic transaction syncing
• Users who want recurring morning spending summaries, weekly bill checks, or monthly cleanup reviews

Pricing

Not stated on the website