About SimpleMonth
SimpleMonth is a personal finance app designed around monthly reconciliation instead of tracking every purchase in real time. The product description says it uses AI to reconcile the budget and tracks transactions, investments and net worth, and the site frames the routine as taking about five minutes a month.
The public site is mainly a blog with articles on the five-minute monthly money reconciliation, net worth as a single score, categorizing spending with a small set of categories and whether to track crypto in a monthly budget. It also has product, features and pricing pages and trust and security pages covering data handling, access controls and retention.
Key features
- Monthly budget reconciliation routine
- Reconciliation assisted by AI
- Transaction, investment and net worth tracking
- Short monthly review time
Good fit for
- Reviewing finances once a month
- Tracking net worth without a spreadsheet
SimpleMonth: questions and answers
- What is SimpleMonth used for?
- SimpleMonth is a monthly budgeting app built around a once-a-month reconciliation routine that tracks transactions, investments and net worth. It is a good fit for reviewing finances once a month and tracking net worth without a spreadsheet.
- How much does SimpleMonth cost?
- Paid plans for SimpleMonth start at $20 per month, and there is no free plan.
- Is SimpleMonth open source?
- No. SimpleMonth is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include Actual Budget, Sure and Financial Management.
- What are some alternatives to SimpleMonth?
- SimpleMonth competes with YNAB, Monarch and Copilot Money.
Open-source alternatives to SimpleMonth
See all
Actual Budget
Finance & Accounting
A local-first personal finance app
MITvs YNAB★ 29k
Sure
Finance & Accounting
The personal finance app for everyone (by everyone)
AGPL-3.0vs Monarch★ 10k
Financial Management
Finance & Accounting
自托管家庭资产管理 · 每月10分钟,全家资产全局图 + 真实年化(XIRR/TWR)+ AI 资产体检 · 数据自托管, 不泄密
Apache-2.0vs Monarch★ 358
Firefly III
Finance & Accounting
Firefly III: a personal finances manager
AGPL-3.0vs YNAB★ 25k
Wealthfolio
Finance & Accounting
Private, open-source investment tracker and personal finance app. Track investments, net w
AGPL-3.0vs Monarch★ 9.1k
Wallos
Finance & Accounting
Wallos is an open-source personal subscription tracker designed to empower you in managing
GPL-3.0vs Rocket Money★ 8.6k
SaaS alternatives to SimpleMonth
See all
YNAB
Finance & Accounting
Zero-based budgeting app that assigns every dollar a job
SaaS
Monarch
Finance & Accounting
Personal finance dashboard for budgets, net worth and shared households
SaaS
Copilot Money
Finance & Accounting
Personal finance app for budgeting and spending tracking on Apple devices
SaaS
Simplifi
Finance & Accounting
Personal finance app from Quicken for budgeting and spending tracking
SaaSEmpower
Finance & Accounting
Personal finance dashboard for tracking net worth, investments and retirement
SaaS
Rocket Money
Finance & Accounting
Personal finance app that tracks spending and cancels subscriptions
SaaS

