I use a personal finance app called Monarch and like it, and it makes it easier for non technical people like my wife to check budget, get alerts and categorize expenses. However accounts connected through Plaid constantly get disconnected due to MFA so it's a bit of a pain to have to reconnect every few days

I used Claude to discuss my mortgage renewal and it was pretty good but for family budget you need some place to store the data and have it properly categorized. I imagine Claude can maintain a local spreadsheet or database with the info it pulls from the bank accounts but it would be a bit of a pain to update the categories

Which accounts are you connecting? Happy to see if Mezzi can help. We use Snaptrade and Finicity in addition to Plaid. As an AI-native fiduciary financial advisor, we are more retirement, tax, and investment advice and less about budgeting.