IN THE FIELD GUIDE

Openbudget

openbudget.sh

OpenBudget is a financial software that connects your bank accounts to AI tools like Claude and ChatGPT, as well as Google Sheets and Excel, to provide real-time answers about your money. It supports over 10,000 banks and cards, automatically categorizes transactions, and syncs data without CSV exports.

THE PRODUCT, BEYOND THE PITCH

Editorially reviewed · Sources checked Oct 10, 2026

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A good fit for

Users who want to integrate bank and investment account data with AI assistants and spreadsheets for budgeting and financial analysis.

Know the limitations

Available only for United States banking institutions.

What you can do

Use AI to ask questions about spending, budgets, and financial trends in natural language.
Sync bank and investment account data to spreadsheets for up-to-date financial tracking.

Features

Connect bank accounts securely via Plaid supporting 10,000+ banks and cards.
Automatic categorization of transactions into 100+ categories.
Sync transactions and balances automatically to Google Sheets and Excel without CSV exports or copy-paste.
AI-powered budgeting tools including automatic categorization rules, split charges by item, and tracking cards and loans with balances, APRs, due dates, and payoff options.
Scheduled AI check-ins for recurring financial tasks like spending summaries and bill checks.

Integrations

Not confirmed yet.

Platforms & data export

Not confirmed yet.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

PeopleBillingCurrencyPrices are shown as published. No exchange rates are applied.Monthly usage per toolApplies to each tool’s own unit. Leave at 0 for subscription cost only.

Cheapest fit for 1 person, all 1 tools

$5.00/month

$60.00 a year on these plans.

Plan costs based on your requirements
Tool / plan	Monthly	Per year	What this assumes
Openbudget BaseCheapest fit Flat subscription	$5.00	$60.00	Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.
Openbudget Investor Flat subscription	$8.25	$99.00	Automatically extracted from the linked pricing source. Seat allowances, usage limits, taxes and terms are not confirmed — check them with the provider.

A practical workflow

Connect your bank accounts securely via Plaid, then sync transactions to Google Sheets or Excel automatically.

Based on the sources below. Editorial review does not imply hands-on product testing.

Alternatives to explore

Filter alternatives →

Candidates based on category and primary feature. Check feature and pricing differences before switching.

Kash app

✓ Reviewed

KASH is a financial coaching software that connects securely to your bank accounts and provides budget insights via conversational interfaces like WhatsApp, ChatGPT, and Claude. It offers real-time answers to financial questions, budget planning, and expense tracking with a focus on ease of use and data security.

Finance & investing

Plan a switch from Openbudget →

What changed

No changes recorded yet

Changes to the facts recorded here, not a live scan of every vendor update. Save this tool to follow updates in your account.