If you want a tool that lets you set your own categories and get automated alerts, Fina is a good choice. It has unlimited custom categories, personal metrics and flexible budgeting. Fina also has rules and automations to categorize transactions and automated alerts to keep you on track. It's got a 7-day free trial, and its pricing starts at $5 per month, so it's a good general-purpose financial tracking tool that can handle deep financial connections to banks and investments through Plaid.
Another good option is Monarch. It marries AI-based transaction rules for categorization and organization with flexible budgeting and custom categories. Monarch also has secure collaboration and a customizable dashboard. It's got bank-level security and offers read-only access to your accounts, so it's a good tool for managing your money and keeping you up to date with automated alerts.
For a real-time view and smart alerts, Cashews is an all-in-one financial management tool. You can track income and expenses, set financial goals and get smart alerts to keep you on track. Cashews prioritizes user data privacy and security, so it's a good choice if you want to understand your financial situation and manage it well.
Last, Parthean uses AI to manage your finances with features like real-time spending alerts and personalized financial planning. It automates and streamlines financial tasks like saving, investing and paying off debt. It's got a focus on security and doesn't sell your data, so it's a good option if you want a full-featured financial management system that can keep you on track with automated alerts.