AI personal finance assistants
Guides and comparisons for AI personal finance assistants: what they do, get wrong and see of your data.
Cash advance apps like Cleo: Dave, EarnIn, Brigit, MoneyLion fees
Dave, EarnIn, Brigit and MoneyLion compared on memberships, instant-delivery fees, tips and real advance limits.
Is Cleo legit? The AI money app's fees, cash advances and FTC case
What the Cleo AI app costs in 2026, how its cash advances and express fees work, and its $17 million FTC settlement.
Evergreen.ai review: what Bill Harris's AI money adviser offers
Evergreen.ai is free through 2028 and backed by an RIA, but using it does not make you an advisory client.
Best AI-powered financial assistant (2026): 6 tools compared
Six AI money assistants compared on bank access, price and limits, from vendor documents and published reviews.
Monarch vs YNAB (2026): which budgeting app is worth paying for
Monarch Core costs $99.99 a year and has an AI assistant; YNAB costs $109 with no in-app AI. Both compared.
Best AI budgeting app: Richify vs Monarch vs YNAB compared
Richify, Monarch and YNAB compared from their own pages: AI features, bank sync outside the US, and pricing.
AI credit repair: what the tools can fix, and the scams to avoid
AI credit-repair tools can dispute real errors but can't remove accurate information. The rules, tools and red flags.
AI Tools for Financial Advisors in 2026: Uses and Rules
The AI tools financial advisors use in 2026, what they cost, what FINRA and the SEC require, and what clients can ask.
How to use AI as a financial advisor, and where it gets money wrong
What regulators, studies and testers like Which? found about AI money mistakes, and how to check an answer.
AI subscription cost calculator: ChatGPT, Claude and Gemini per year
Dated prices for ChatGPT, Claude, Google AI, Perplexity and four finance apps, with yearly totals for three budgets.
How to connect your bank to ChatGPT (Plaid), and how to revoke it
How ChatGPT's Finances connects your bank through Plaid, what each company holds, and how to revoke access.
AI Robo-Advisor Guide 2026: Can AI Manage Your Investments?
What an AI robo-advisor really automates, what the big services charge, and how to vet an AI investing app.
20 ChatGPT budget prompts that make an AI actually useful
Twenty copy-paste budget prompts for ChatGPT or Claude, with what to check in each answer and how to share data safely.
AI finance app privacy: what AI tools see of your bank data
What ChatGPT, Claude, Gemini, Plaid, Monarch and YNAB say they keep, train on and delete when you share bank data.
Claude for personal finance: the MCP connectors that work in 2026
Which finance MCP connectors work with Claude, how setup and permissions work, and how it differs from ChatGPT.
Here you will find setup guides and side-by-side comparisons of AI assistants for personal money, including ChatGPT, Claude, Gemini, Evergreen.ai, Richify, Monarch and YNAB. Each guide says what the tool can actually do with your accounts, where it makes mistakes, what data it can read and how to revoke access, and what the tier you need really costs. Prices and features link to the vendor’s own pages.