PocketBuddy

PocketBuddy brings your accounts, budget, goals, and long-term plan into one place, then lets you ask questions about them in plain English. Link banks, cards, loans, and brokerages, or import your Mint or Monarch history. It categorizes transactions, catches transfers between your own accounts, finds recurring charges, and tracks net worth. The AI advisor knows your actual numbers: ask "where did my money go?" or "how far am I from financial independence?" Read-only bank access through Plaid, no ads, no data selling. $9.99/month or $79/year with a 14-day trial, and a no-account live demo on the site.