OpenTeller, explained.
Everything you can do in OpenTeller, in plain language. Pick a topic below, or start at the beginning.
OpenTeller is a personal budgeting app that works with any bank in the world, because you bring the data in yourself. No Plaid, no aggregators, no handing your bank password to a company you've never heard of. These docs cover how all of that works.
When you open the app you pick where your data lives. That choice decides what's private, what syncs, and which features you get:
iCloud mode. No account. Your data stays in your own iCloud, end-to-end encrypted. We never see it. The app is the only way in.
OpenTeller account. Your data lives on our servers so it can sync to the web, your household, and AI tools. More power, less secrecy. Full breakdown →
Browse the guides
Getting started
Set up in about 15 seconds and pick your mode.
Getting transactions in
Screenshot, CSV, or one-tap bank sync. Three ways in.
Budgets & insights
Dashboard, category limits, recurring charges, projections.
Ask · the AI assistant
Ask anything about your money. It can act, you approve.
MCP & API
Connect Claude or any AI tool to your own data.
Privacy & your data
What we can and can't see, encryption, deletion.
Plans & billing
Pro vs Pro+, the free trial, and managing your subscription.
FAQ
Quick answers to the things people ask most.
Can't find it?
Email us any time at support@openteller.app. A real person reads it.