Moosely

What it does

Monarch, YNAB, Copilot, Origin — all require Plaid. Moosely is the alternative for people who won't link their bank to anything. You export a CSV from your bank (takes 30 seconds), Moosely auto-categorizes it, and you get the same dashboards: transactions, budgets, net worth, and an AI CFO that answers questions about your spending. Built for entrepreneurs, real estate investors, and anyone who read Plaid's privacy policy and noped out. Free tier. No credit card to start.

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