Univest app icon

Apps Like Univest for iPhone and iPad

Aggregate accounts in one place

Aggregate financial accounts from multiple institutions into one dashboard. Track transactions, add tags and notes, and attach receipt photos. Set balance and transaction alerts. Manage budgets and view spending trends.

by Univest Bank and Trust Co★ 4.88,684 ratingsFinanceFreeData updated 2026-09-11

Univest screenshots

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Bird in Hand Mobile app icon

    Bird in Hand Mobile

    Bank of Bird in Hand

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage budgets and track spending patterns.

    ★ 4.9759 ratingsFinanceFreeData updated 2026-09-14
  2. FNB Oneida app app icon

    FNB Oneida app

    FIRST NATIONAL BANK OF ONEIDA, THE

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for balance changes and scheduled payments.

    ★ 4.9796 ratingsFinanceFreeData updated 2026-09-23
  3. Diamond Bank Mobile app icon

    Diamond Bank Mobile

    Diamond Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set alerts for account activity and manage budgets.

    ★ 4.81,534 ratingsFinanceFreeData updated 2026-09-06
  1. Shamrock Bank Mobile app icon

    Shamrock Bank Mobile

    Shamrock Bank, N.A.

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Manage budgets and view spending trends. Deposit checks via photo.

    ★ 4.91,073 ratingsFinanceFreeData updated 2026-09-14
  2. TX Community Bank app icon

    TX Community Bank

    Texas Community Bank, N.A.

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check photos. Set alerts for account activity and manage budgets.

    ★ 4.91,464 ratingsFinanceFreeData updated 2026-09-06
  3. Endurance FCU Mobile app icon

    Endurance FCU Mobile

    Halliburton Emp Federal Cre Uni

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgeting tools. Transfer funds between accounts and track spending patterns.

    ★ 4.91,166 ratingsFinanceFreeData updated 2026-09-25
  4. TRUFI CU app icon

    TRUFI CU

    Country Federal Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.

    ★ 4.8823 ratingsFinanceFreeData updated 2026-09-06
  5. Siouxland Federal CU app icon

    Siouxland Federal CU

    Siouxland Federal Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.

    ★ 4.81,455 ratingsFinanceFreeData updated 2026-09-06
  6. SMBT Mobile app icon

    SMBT Mobile

    Southern Michigan Bancorp, Inc.

    Aggregate accounts, track spending, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and schedule payments. Manage budgets and track spending categories.

    ★ 4.81,522 ratingsFinanceFreeData updated 2026-09-22
  7. EDUCU Access app icon

    EDUCU Access

    Education First Credit Union, Inc

    Aggregate accounts in one view

    Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending patterns and receive financial insights.

    ★ 4.81,204 ratingsFinanceFreeData updated 2026-09-20
  8. CTCB app icon

    CTCB

    Citizens Tri-County Bank

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, attach receipts and checks. Set balance alerts and monitor spending patterns. Manage budgets and track financial goals.

    ★ 4.92,200 ratingsFinanceFreeData updated 2026-09-06
  9. myCCB app icon

    myCCB

    Clay County Bank, Inc

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and track spending categories.

    ★ 4.8549 ratingsFinanceFreeData updated 2026-10-29
  10. CCBGAontheGO app icon

    CCBGAontheGO

    Citizens Community Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage spending limits. Export statements and track account activity.

    ★ 4.9492 ratingsFinanceFreeData updated 2026-09-06
  11. Baker Boyer Mobile app icon

    Baker Boyer Mobile

    Baker Boyer National Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Manage budgets and track spending. Send money to contacts.

    ★ 4.81,110 ratingsFinanceFreeData updated 2026-09-29
  12. Highpoint Community app icon

    Highpoint Community

    Highpoint Community Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set transaction alerts and manage account settings securely.

    ★ 4.81,032 ratingsFinanceFreeData updated 2026-09-20
  13. Security CU Mobile Banking app icon

    Security CU Mobile Banking

    Security Credit Union

    Aggregate accounts, view balances, manage transactions

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set alerts for account activity. Manage balances, transfer funds, and pay bills.

    ★ 4.83,506 ratingsFinanceFreeData updated 2026-09-15
  14. ABTBG app icon

    ABTBG

    American Bank & Trust Company Inc

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and track spending patterns. Manage budgets and monitor financial goals.

    ★ 4.91,400 ratingsFinanceFreeData updated 2026-10-24
  15. Keen Bank app icon

    Keen Bank

    Keen Bank National Association

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage spending habits with budgeting tools.

    ★ 4.9510 ratingsFinanceFreeData updated 2026-09-19
  16. TCFCU Mobile Banking app icon

    TCFCU Mobile Banking

    TULARE COUNTY FEDERAL CREDIT UNION

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.

    ★ 4.91,315 ratingsFinanceFreeData updated 2026-09-21
  17. ANB Go app icon

    ANB Go

    American National Bank (NE)

    Aggregate accounts, track expenses, manage budgets

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage alerts. View spending patterns and budget categories. Transfer funds between accounts.

    ★ 4.74,483 ratingsFinanceFreeData updated 2026-09-24

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.