OpenBudget
Connect your bank and investments to AI assistants
About OpenBudget
OpenBudget connects your bank and investment accounts to Claude, ChatGPT, and any other AI assistant through MCP, so you can ask real questions about your money and get real answers, not generic advice.
Once connected, every transaction and every holding syncs automatically. Ask about your spending, your net worth, your dividend income, or what you'd owe in capital gains tax before you sell, and Claude answers from your actual accounts instead of guessing.
What OpenBudget does
AINave analysisLets users ask an AI assistant questions about their bank, card and investment accounts and keep transactions synced to spreadsheets.
- Best for
- Individuals managing personal financesPeople who track budgets in spreadsheetsInvestors tracking holdings and dividends
- Use it to
- Asking an AI assistant about spending and net worth
- Syncing transactions into Google Sheets or Excel
- Tracking dividends, holdings and capital gains
- Categorizing and splitting transactions
- Tracking card balances, APRs and loan payoff
- Running scheduled AI budget check-ins
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