If you want a service to monitor and manage all your financial accounts in one place, Monarch is a good all-purpose option. It includes spending management tools, investment analysis and financial planning. Monarch has AI-based transaction rules for categorization, flexible budgeting, investment tracking and a collaborative feature with secure sharing. It's got bank-level security and can be used on the web and mobile apps, with unlimited collaborators. It costs $8.33 per month (annually, $99.99 per year).
Another all-purpose tool is Fina. It offers unlimited custom categories, personal metrics tracking, flexible budgeting and scenario planning. Fina has deep financial connections to banks, loans and investments through Plaid, with bank-level security. It's also got AI-based question-answering and uses AES-256 encryption for security. It's available in the US and Canada, with two pricing options: Essential ($5 per month) and Premium ($9.6 per month) and a 7-day free trial.
Sequence is another good option for managing your finances. It automates and visualizes financial management by linking multiple accounts, including checking and savings accounts, brokerage accounts, credit cards and crypto wallets. Sequence's dynamic UI money map offers real-time updates, and you can set up custom automations with smart rules. It's got industry-leading security with FDIC insurance and offers multiple pricing options for different needs.
If you want a real-time view into your finances, Cashews is an all-in-one financial management tool. You can track income and expenses, set financial goals and get smart alerts. Cashews puts a priority on user data privacy and security, with military-grade protection. The service offers flexible subscription options, including a free trial, and is designed to help you make better financial decisions and improve your spending habits.