Buxfer

Buxfer is a personal finance application that brings banking, investment, and retirement accounts together in one place, helping users track spending, set budgets, and plan for future expenses and goals. It supports bank sync across more than 20,000 institutions in over 70 countries, manual statement uploads, and tracking of assets such as homes, vehicles, and cryptocurrencies.

Core capabilities include nested tags and automatic tagging, custom rules for categorizing and renaming transactions, budget tracking with alerts, spending insights and reports, forecasting of future balances and net worth, investment tracking across multiple currencies, a retirement planner, IOU tracking, reminders for recurring bills, and access control for sharing with accountants or family members. An API is available for custom integrations and reports, and data can be backed up to services like Dropbox, Google Drive, and OneDrive. The application is available on desktop and mobile.

Buxfer is aimed at individuals who want detailed control over their finances, including power users and those managing accounts across currencies or sharing access with others. It is packaged in three editions—Plus, Pro, and Prime—offered on annual or monthly billing, with a free starting tier and a 14-day money-back guarantee. Features such as Forecast and Rules are available from the Pro tier, while Investments, Retirement Planner, Access Control, Backups, and API access are included in the Prime tier.