Finance Codex plugins

Publisher subtitle

Track spending and savings

Publisher subtitle

Search receipts and spending

Publisher description

…before saving, and ask read-only questions about your existing expenses, merchants, categories, and spending trends. An active paid AI Expense subscription is required.

Publisher description

Connect ChatGPT to Borderless Budget and ask natural-language questions about transactions, spending, cash flow, budgets, recurring charges, net worth, and trends across currencies, all converted to your home currency.

Publisher full description

…hase. Accounts for how the merchant actually codes (Target is a discount store, not a supermarket), spending caps you have partly used, categories you have not activated, what your points are really worth, and foreign transaction or fuel surcharge fees. Verifies rates against issuer terms rather tha…

Publisher description

Securely connect your financial accounts to see your net worth, spending, and household finances in ChatGPT — including accounts shared with a partner, with full control over what stays private.

Publisher description

…ers that are actually grounded in your data. What you can do: - See where your money went — Compare spending across months, categories, or accounts. Ask why a month felt expensive, and get a real answer. - Catch problems before month-end — Project where you'll land on dining, travel, or any category…

Publisher description

…capture receipt images and PDFs, search and organize expenses, monitor Gmail receipt scans, analyze spending and income, manage expense reports, prepare client invoices, and send confirmed reports to supported accounting destinations through ChatGPT.

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…een reimbursed yet." - "Find my receipts from Uber over the past 30 days." - "Which categories am I spending the most on this month?" Read-only. This plugin never creates, modifies, or deletes anything in your account.

Publisher description

…place. This connector gives ChatGPT access to your Finom business data. Ask about transactions and spending across your accounts, look up invoices and payment status, review card activity, and check bookkeeping records and tax deadlines. You need an active Finom account to use this connector. Acces…

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…transactions and uploaded bank statements into a conversation. Ask about recent purchases, category spending, or specific merchants and get instant answers grounded in your own data. Upload statements once, then explore your finances by simply asking — no dashboards to navigate, no filters to config…

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…ments with minimal transfers, manage shared to-do lists, set budgets, and view category-by-category spending breakdowns effortlessly.

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…period and stay on track with proactive checks. Plan recurring income and expenses, and track your spending across any timeframe. Ask "am I overspending on dining this month?" or "how much can I afford to save in Q3?" and get advice grounded in your real data — not generic tips. 30+ tools covering…

Publisher description

…account to understand your personal budget in conversation. Ask for a monthly financial overview, a spending breakdown by envelope, recent transactions, recurring subscriptions, or a comparison between budget periods. MONVELOP tools are read-only. They cannot create, edit, or delete financial data,…

Publisher description

…fin is an AI-powered personal finance and expense tracking assistant that helps you understand your spending, budget, and cash flow using natural language. Securely connect your accounts to instantly check bank balances, review recent transactions, track recurring bills, and analyze spending by cate…

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…a com taxa segura (SWR), taxa perpétua (PWR) e estratégias clássico, rebalanceado, bucket e dynamic spending com guardrails. Todos os resultados vêm de um snapshot diário de dados, com a versão do dado declarada em cada resposta, e os motores raciocinam em termos reais (R$ de hoje e dólar). O conect…

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…and investments to ChatGPT so you can ask real questions about your money. Check balances, analyze spending by category, track recurring subscriptions, and monitor your full financial picture — all through conversation. Link your accounts once and get instant, read-only access to your financial dat…

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PocketLedger is a personal finance app, expense tracker, spending tracker, and budget tracker inside ChatGPT. Log expenses by chatting, track spending, search your transaction history, spot possible duplicate charges, and get clear spending reports, categor…

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…nect your Pocket Runway account to see what’s actually safe to spend until payday. Check your daily spending allowance, see upcoming obligations, understand how your current pay period is funded and allocated, and test how a hypothetical purchase would affect your runway. Pocket Runway uses your exi…

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…earches. Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life. Get answers to questions like: "why does my cash flow dip n…

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…ts keep, and which transfer bonuses are live right now. The answers come from your actual cards and spending, priced with PointBagel's verified data on programs, transfer partners, and point values, not from a model's memory. The connection is read-only. ChatGPT can see your cards, balances, and spe…

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…ypto-exchange accounts to AI assistants, read-only. Ask about balances, transactions, holdings, and spending across all your accounts in one place: "What did I spend on groceries last month?" "Which subscriptions am I paying for, and what do they cost per year?" "How is my portfolio allocated across…

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…rsonal financial data, synced automatically from Chilean bank accounts and cards. Ask about monthly spending, budgets, trends, and recurring merchants. List uncategorized transactions and suggest categories for you to review and confirm in the ualet app.

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…enticated users inspect their own financial data through ChatGPT, including transactions, cashflow, spending categories, merchants, recurring payments, budgets, connected bank status, portfolio snapshots, portfolio history, and preferences.

Publisher description

…edger. Through ChatGPT it can add an expense or income, look up what was spent over a period, break spending down by vendor or category, show account and card balances, list recurring bills and mark them paid, follow loan installments and salary records, and read an uploaded bank or card statement a…

Publisher description

…zes your income, expenses, savings, and debt to calculate your net worth, savings rate, and monthly spending — then gives you a personalized action plan to improve. Whether you're budgeting for the first time or optimizing an existing plan, see exactly where your money goes and what to do next.

Our research · summary

Analyze spending and maintain bookkeeping records conversationally.