See your whole financial picture, and plan ahead.
MoneyBuddy is a personal budgeting and financial-planning app for individuals and households. It brings your balances, spending, net worth, debt, and savings goals together in one place — without spreadsheets.
What it does
- Automatic net worth, safe-to-spend, and savings rate from the accounts you choose to link.
- Spending by category, plus detection of recurring bills and paychecks so you can plan around them.
- Debt-payoff planning using real loan and card terms — APR, minimum payment, statement balance, and due dates.
- Optional shared money features for households and small groups.
- Planning tools work offline and don't require an account.
Bank connections
MoneyBuddy uses Plaid for optional, read-only connections to your bank, brokerage, and credit-card accounts. Your bank credentials go to Plaid, never to MoneyBuddy.
We request read-only access to balances, about 90 days of transactions, and investment holdings. We never move money, and we never store card numbers (PAN), CVV, or full account credentials. Connection tokens and synced data are encrypted at rest. You can disconnect any institution at any time, which deletes our copy of that bank's data. See Plaid's privacy policy.
Contact
General & support: support@moneybudy.net
Privacy: privacy@moneybudy.net
MoneyBuddy is offered for users in the United States. Account registration requires confirming you are 18 or older.