kitio.aiAdded Nov 5, 2026
OpenBudget
Free trialConnects your bank accounts to Claude, ChatGPT and spreadsheets
What is OpenBudget?
OpenBudget links your bank and card accounts through Plaid and feeds transactions, balances and debts into Claude, ChatGPT, Google Sheets and Excel. People who budget can then ask questions about their money in plain words instead of exporting CSVs.
After connecting an account, which takes about two minutes, transactions are sorted into more than 100 categories. A connector lets Claude or ChatGPT answer questions about spending, budgets and trends, and a sync keeps a spreadsheet updated automatically.
The Investor plan adds brokerage and retirement accounts so you can ask about holdings, dividends, buys and sells. The service also lists support for agents like Hermes and OpenClaw, and every plan starts with a 7-day free trial.
Features
- Bank connection via Plaid
- Claude and ChatGPT connector
- Google Sheets and Excel sync
- Automatic categorization
- Investment account tracking
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Organization
OpenBudget
Listed by kitio.ai · unverified owner
Pricing
- Pricing model
- Free trial
- Paid options from
- Not listed
- Free trial duration
- 7 days
OpenBudget plans
Base
$60/yr billed yearly
- Up to 10 institutions
- AI questions about your money
- Spreadsheet sync
Investor
$99/yr billed yearly
- Up to 15 institutions
- Brokerage and retirement accounts
- Holdings and dividend questions
Prices in USD, checked Nov 5, 2026. Plans change often, so confirm on the OpenBudget site.Official pricing
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Pros and cons
Pros
- Uses the AI tools you already have
- No manual CSV exports
- Low yearly price
Cons
- Depends on Plaid bank coverage
- Investments need the higher plan
- Monthly-billed price not shown
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Q&A
What is OpenBudget?
OpenBudget links your bank and card accounts through Plaid and feeds transactions, balances and debts into Claude, ChatGPT, Google Sheets and Excel. People who budget can then ask questions about their money in plain words instead of exporting CSVs.
Which AI assistants work with OpenBudget?
It connects to Claude and ChatGPT and also lists Hermes and OpenClaw, plus Google Sheets and Excel for spreadsheets.
How many banks can I connect to OpenBudget?
Base allows up to 10 connected institutions and Investor up to 15.
How much does OpenBudget cost?
OpenBudget is free trial. There is a 7-day free trial.
Is there a free version of OpenBudget?
No, but you can try it free for 7 days before paying.
What are the main features of OpenBudget?
Bank connection via Plaid, Claude and ChatGPT connector, Google Sheets and Excel sync, Automatic categorization, Investment account tracking.
Who makes OpenBudget?
OpenBudget is made by OpenBudget.
What are the best alternatives to OpenBudget?
Popular alternatives include Docusign, Nightfall, Stash.