🦘Australia

Best Personal Finance
App Australia 2026

An honest comparison of Australian personal finance apps — what each does best, what it doesn't do, and which is right for your situation.

Australia has no shortage of finance apps, but most do only one thing well: Frollo tracks spending, Sharesight tracks investments, Pearler automates ETF purchases, and Stockspot manages portfolios. Richify is the only app that connects super, shares, property, HECS, and savings into a single AI-interpreted picture — giving you a personalised plan, not just a dashboard of numbers.

Below is an unbiased comparison. We'll tell you where Richify excels and where a competitor might better serve your specific needs.

Richify Our Pick

AI financial planning with Felix

Free (Premium available)

Best for: Australians who want AI-powered financial education, net worth tracking, and personalised retirement planning

✓ Strengths

  • AI agent (Felix) builds personalised financial plans
  • Tracks super, ASX, property, HECS in one view
  • 12 free AU-specific calculators
  • Privacy-first — no bank connections, no data selling

✗ Limitations

  • Not a transaction-level spending tracker
  • No direct bank feeds

Frollo

Open banking budgeting app

Free

Best for: Australians who want automatic spending categorisation via open banking

✓ Strengths

  • CDR/open banking integration
  • Automatic transaction categorisation
  • Carbon footprint tracking

✗ Limitations

  • No AI planning or retirement projections
  • Limited investment tracking
  • No super optimisation tools

Pocketbook

Australia's budgeting app

Free

Best for: Basic budget tracking and bill reminders

✓ Strengths

  • Simple interface
  • Bill reminders
  • Spending insights

✗ Limitations

  • No investment or super tracking
  • No retirement planning
  • No AI features
  • Limited development in recent years

Pearler

Micro-investing platform

Free for basic, $6.50/trade or $9.99/mo for unlimited

Best for: ETF investors and FIRE community members

✓ Strengths

  • Automate ETF investment
  • FIRE community features
  • Low-cost brokerage

✗ Limitations

  • Investing platform, not a planning tool
  • No super or property tracking
  • No AI guidance

Sharesight

Portfolio tracking & tax reporting

Free up to 10 holdings, $19–$39/mo for more

Best for: Active investors who need CGT and dividend tracking for tax time

✓ Strengths

  • Excellent CGT reporting
  • Dividend tracking
  • Broker integration

✗ Limitations

  • Investment-only — no super, property, or net worth view
  • No AI features
  • Paid for larger portfolios

Stockspot

Robo-adviser (AFSL licensed)

0.66% annual fee on balance

Best for: Australians who want a managed portfolio with no decisions

✓ Strengths

  • ASIC-licensed managed portfolios
  • Automatic rebalancing
  • Diversified ETF portfolios

✗ Limitations

  • Not a tracking tool — they manage your money
  • Annual fee on balance
  • No super integration

Feature Comparison

FeatureRichifyFrolloPocketbookPearlerSharesight
AI Financial Agent
Super TrackingLimited
Net Worth ViewBasicPortfolio
Property Tracking
HECS Tracking
Spending Tracker
Retirement Planner
Free Calculators12+
PriceFreeFreeFreeFrom $6.50From $19/mo

Ready to see your complete financial picture?

Felix connects your super, investments, property, and goals into one AI-powered plan. Free for all Australians — takes 3 minutes to set up.

Download Richify — Free

Frequently Asked Questions

What is the best personal finance app in Australia in 2026?

The best app depends on your needs. Richify is the only AI-powered finance app built specifically for Australians — it connects super, shares, property, and HECS into one net worth view with AI guidance from Felix. For pure budgeting, Frollo and Pocketbook are alternatives. For investment tracking, Sharesight is popular.

Is Richify free to use?

Yes — Richify is free to download on iOS and Android. Core features including AI chat with Felix, net worth tracking, goal setting, and all calculator tools are available at no cost. Premium plans unlock additional AI agent specialists for specific financial topics.

Is Richify safe and does it connect to my bank account?

Richify does not connect to your bank accounts or brokerage accounts. You manually add your own financial information. Your data is encrypted in transit and at rest. Richify does not sell your data to third parties. See our Privacy Policy for full details.

Does Richify provide financial advice?

No. Richify is a financial education platform and is not an AFS licensee. All content, calculators, and AI responses are for educational and informational purposes only. For personalised financial advice, always consult a licensed financial adviser.

How is Richify different from Frollo and Pocketbook?

Frollo and Pocketbook are primarily spending trackers — they categorise transactions and help with budgeting. Richify is a financial planning tool with an AI agent (Felix) that builds personalised plans around your super, investments, property, and retirement goals. Richify focuses on growing wealth; Frollo and Pocketbook focus on managing spending.

❓ Frequently Asked Questions

What is the best personal finance app in Australia in 2026?

The best app depends on your needs. Richify is the only AI-powered finance app built specifically for Australians — it connects super, shares, property, and HECS into one net worth view with AI guidance from Felix. For pure budgeting, Frollo and Pocketbook are alternatives. For investment tracking, Sharesight is popular.

Is Richify free to use?

Yes — Richify is free to download on iOS and Android. Core features including AI chat with Felix, net worth tracking, goal setting, and all calculator tools are available at no cost. Premium plans unlock additional AI agent specialists for specific financial topics.

Is Richify safe and does it connect to my bank account?

Richify does not connect to your bank accounts or brokerage accounts. You manually add your own financial information. Your data is encrypted in transit and at rest. Richify does not sell your data to third parties. See our Privacy Policy for full details.

Does Richify provide financial advice?

No. Richify is a financial education platform and is not an AFS licensee. All content, calculators, and AI responses are for educational and informational purposes only. For personalised financial advice, always consult a licensed financial adviser.

How is Richify different from Frollo and Pocketbook?

Frollo and Pocketbook are primarily spending trackers — they categorise transactions and help with budgeting. Richify is a financial planning tool with an AI agent (Felix) that builds personalised plans around your super, investments, property, and retirement goals. Richify focuses on growing wealth; Frollo and Pocketbook focus on managing spending.