OpenBudget
5|0 reviews|0 favorites
Introduction
Connect your bank accounts to AI and get real answers about your money.
Listed on
July 28, 2026
What is OpenBudget?
OpenBudget is a financial data platform that securely connects your bank accounts, credit cards, and investment accounts to AI assistants like Claude and ChatGPT, as well as to Google Sheets and Excel. It automatically syncs transactions, balances, and spending data, eliminating the need for CSV exports. The service supports over 10,000 banks and cards and categorizes transactions into 100+ categories.
How to use OpenBudget?
- Start a 7-day free trial, connect your bank accounts securely via Plaid, then connect your preferred AI assistant (Claude or ChatGPT) or spreadsheet (Google Sheets or Excel). Once connected, you can ask questions about your spending, budgets, and trends in natural language, and set up recurring AI tasks for daily or weekly summaries.
Core features of OpenBudget
- Connect bank accounts via Plaid (10,000+ banks & cards)
- AI integration with Claude and ChatGPT
- Sync transactions to Google Sheets and Excel automatically
- Automatic categorization with custom rules
- Split charges by item
- Track cards, loans, and investments
- Recurring AI tasks for scheduled check-ins
- Bank-grade security (credentials never stored)
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