BetterOff
ChatGPT pluginSee net worth and spending
Use BetterOff in ChatGPT to understand your own finances. Sign in and approve access to your BetterOff household, then ask about balances, net worth, spending by category, cash flow, recurring payments, investments, DeFi positions, and debts. Results include currencies, dates, source freshness, and warnings when data is incomplete. You can prepare category, recurring-payment, and debt-detail corrections for approval in BetterOff. The plugin cannot apply a correction, approve or execute transfer requests, pay bills, or place trades. With separate feedback permission, you can ask the agent to send an approved diagnostic report to BetterOff support. Reports must exclude financial records and credentials.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance663rd of 717 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 661 | #7844 | 1,005places down | |
| 662 | #7868 | 1,517places down | |
| 663 | #7871 | — | |
| 664 | #7872 | — | |
| 665 | #7878 | — |
Example prompts
- “Show my net worth and its valuation date.”
- “Where did my money go last month?”
- “Compare my spending by category last month with the month before.”
Skills
categorize-transactions
Finds miscategorized BetterOff transactions and prepares category corrections for approval in batches. Use when the user asks to fix, clean up, recategorize, or review transaction categories.
connect-and-setup
Checks BetterOff setup and connection health and directs the user to the fix. Use when the user asks what is left to set up, why data is missing or stale, why an account does not appear, or how to reconnect an institution.
debt-plan
Compares BetterOff debt payoff scenarios and collects missing debt terms for approval. Use when the user asks how to pay off debt, when they will be debt-free, avalanche versus snowball, or the effect of paying extra each month.
financial-checkup
Reviews the household's BetterOff readiness checklist and ranks the next steps. Use when the user asks what to do next with their finances, how prepared the household is, or about insurance, estate documents, an emergency fund, or credit freezes.
household-review
Reads BetterOff household finances and prepares corrections for authenticated user review in BetterOff. Use for accounts, net worth, transactions, spending, cash flow, recurring payments, investments, DeFi, debts, financial findings, and permitted financial activity.
monthly-review
Runs a BetterOff monthly money review for the last complete month. Use when the user asks for a monthly review, month-end check-in, "how did I do last month", or a recurring financial check-in.
portfolio-check
Summarizes BetterOff investment and DeFi holdings by allocation and concentration, with coverage limits. Use when the user asks about their portfolio, allocation, concentration, largest holdings, DeFi exposure, or whether they need to rebalance.
subscription-audit
Audits BetterOff recurring payments for subscriptions and bills worth reviewing, and prepares bill or subscription classifications for approval. Use when the user asks to review subscriptions, find recurring charges, spot price increases or duplicates, or cut recurring costs.
- Categories
- Made by
- FinSync LLC · Website
- Sign-in
- On Install
- Capabilities
- Review net worth and account freshness, Analyze spending and cash flow, Inspect investments, DeFi, and debt, Prepare corrections for approval, Review financial checklist progress, Send user-approved diagnostic feedback
- Availability
- Available
- Version
- 0.5.1
- Keywords
- personal finance, net worth, spending, cash flow, debt, investments, DeFi
- Created
- October 11, 2026
- More info
- Sponsorship
- Promote this plugin