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Which AI money setup fits you?
Five questions. Your answers stay on this page and aren't stored.
1. Which AI assistant do you use most?
Claude
ChatGPT
Grok
A mix / not sure
2. Are you OK linking your bank accounts?
Yes, if it's read-only and revocable
I'd rather upload a redacted CSV
No, I'll type things in
3. Should the AI be able to change your budget data?
No, read-only only
Yes, with my approval
4. Do you already use a budgeting app?
None
YNAB
Monarch
Tiller
PocketSmith
Copilot Money
5. Are you in the US?
Yes
No
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