BetterOff
ChatGPT pluginYour accounts and crypto
Ask about your money across the bank accounts, investments, and crypto wallets connected to BetterOff. Find a restaurant charge, compare monthly spending, review subscriptions, or see your net worth and DeFi positions.
Choose what the assistant can access. Answers include dates and flag incomplete data. Category, recurring-payment, and debt-detail corrections require approval in BetterOff. The plugin cannot apply corrections, move money, pay bills, or place trades.
- Featured
- No
not on the featured shelf
Movement
From our daily snapshots over the last 30 days.
Rank by placement
Rank in Finance
4 listing changes logged · latest Nov 3: Capabilities, Description, Version and 1 more. See what changed
In its category
How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.
Finance670th of 935 by placement
| # | Plugin | Position | 7d |
|---|---|---|---|
| 668 | #7859 | 33places up | |
| 669 | #7870 | 32places up | |
| 670 | #7875 | 32places up | |
| 671 | #7894 | 31places up | |
| 672 | #7928 | 36places up |
Example prompts
- “Show my net worth across my accounts and wallets.”
- “How much have I spent at restaurants in the past three months?”
- “Show my DeFi assets and debts.”
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
Answers direct questions about BetterOff accounts, balances, net worth, transactions, cash flow, and DeFi, and prepares corrections for review in BetterOff. Use for general financial questions; use the specialist skills for monthly reviews, subscription audits, portfolio checks, debt payoff comparisons, category cleanup, financial checkups, or connection problems.
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
- Check net worth and balance dates, Find transactions and compare spending, Review recurring charges, Review investments, DeFi positions, and debts, Prepare corrections for your approval, Review your financial checklist
- Availability
- Available
- Version
- 0.5.2
- Keywords
- personal finance, net worth, spending, cash flow, debt, investments, DeFi
- Created
- October 11, 2026
- More info
- Sponsorship
- Promote this plugin