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RetroBudget: AI Spend Tracker

RetroBudget: AI Spend Tracker

Free Finance & Trading ✓ Verified

Most budgeting apps want your bank login. That felt wrong, so I built something different. RetroBudget reads your bank and credit card statements (PD

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About this Tool

RetroBudget: AI Spend Tracker

Most budgeting apps want your bank login. That felt wrong, so I built something different.

RetroBudget reads your bank and credit card statements (PD

Most budgeting apps want your bank login. That felt wrong, so I built something different.

RetroBudget reads your bank and credit card statements (PDFs you already have) and uses AI to sort every transaction into categories automatically. No account linking. No live bank access. Just upload a statement and get a full spending breakdown in minutes.

I built this because I wanted to actually see where my money goes without handing over my bank credentials to yet another app.

How it works:
Upload

Pros & Cons

✓ Pros

  • ✓Free plan or freemium pricing
  • ✓Purpose-built for investing & portfolio

✗ Cons

  • ✗No native Android app
  • ✗Some advanced features may require higher-tier plans

Key Features

📊

Secure statement upload (PDF, CSV, OFX)

🤖

AI‑driven transaction categorisation

🔧

Spending trend visualisations

🔧

Recurring expense detection

🔔

Custom budget creation and alerts

📊

Exportable reports (CSV, PDF)

🔐

Privacy‑first design, no bank login required

🔧

Multi‑account aggregation

📋 Scripts & Prompts for RetroBudget: AI Spend Tracker +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for RetroBudget: AI Spend Tracker +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
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Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
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MCP for Alpha Vantage time-series and fundamentals data.
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**[AlphaVantage](https://mcp.alphavantage.co/)** - Connect to 100+ APIs for financial market data, including stock prices, fundamentals, and more from [AlphaVantage](https://www.alphavantage.co)
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🤖 AI Agents for RetroBudget: AI Spend Tracker +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
⬇ Import Agent Docs
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Sub-agent: Tax-Loss Harvester
▶ On-demand
Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.
https://github.com/anthropics/claude-code
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Tags

Finance & Trading Free Api iOS

Frequently Asked Questions

RetroBudget: AI Spend Tracker is available as free. Visit the tool's website for the latest pricing details and plan options.

RetroBudget: AI Spend Tracker offers a free plan. Check the website for feature limitations and upgrade options.

RetroBudget: AI Spend Tracker is available on Api, iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the RetroBudget: AI Spend Tracker website for current trial availability and duration.

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