Loft Advisors app icon

Apps Like Loft Advisors for iPhone and iPad

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 budgets. Track spending patterns and receive financial insights.

by First Dakota National Bank Inc★ 4.9252 ratingsFinanceFreeData updated 2026-09-18

Loft Advisors screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Pioneer Appalachia FCU app icon

    Pioneer Appalachia FCU

    Pioneer Appalachia 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 receipts or check photos. Set alerts for account activity. Manage budgets and track spending.

    ★ 4.82,363 ratingsFinanceFreeData updated 2026-09-14
  2. MyFarmers Mobile app icon

    MyFarmers Mobile

    Farmers Bank & Trust

    Aggregate accounts in one place

    Aggregate financial accounts from multiple banks and credit unions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Manage budgets and view spending patterns. Send money to contacts.

    ★ 4.85,398 ratingsFinanceFreeData updated 2026-09-17
  3. Northstar Bank Mobile Banking app icon

    Northstar Bank Mobile Banking

    Northstar Bank MI

    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.

    ★ 4.81,258 ratingsFinanceFreeData updated 2026-09-14
  1. CUSB Banking app icon

    CUSB Banking

    C US BANK Inc

    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 habits with budgeting tools.

    ★ 4.81,300 ratingsFinanceFreeData updated 2026-09-15
  2. MCTCU app icon

    MCTCU

    MCT Credit Union

    Aggregate accounts, track spending, manage budgets

    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 budgets. Export statements and schedule payments.

    ★ 4.92,675 ratingsFinanceFreeData updated 2026-09-17
  3. Magnolia Federal Credit Union app icon

    Magnolia Federal Credit Union

    Magnolia Federal Credit Union

    Aggregate accounts, track balances, manage funds

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

    ★ 4.83,091 ratingsFinanceFreeData updated 2026-09-14
  4. Mobile Dime app icon

    Mobile Dime

    The Dime Bank

    Aggregate accounts, track expenses, manage budgets

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

    ★ 4.81,868 ratingsFinanceFreeData updated 2026-09-06
  5. CSB MOBILENET app icon

    CSB MOBILENET

    Citizens State Bank

    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 alerts for balance changes and account activity.

    ★ 4.82,236 ratingsFinanceFreeData updated 2026-09-15
  6. 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
  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. Univest app icon

    Univest

    Univest Bank and Trust Co

    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.

    ★ 4.88,684 ratingsFinanceFreeData updated 2026-09-11
  9. O2 Digital Banking app icon

    O2 Digital Banking

    Old Second National Bank

    Aggregate accounts, track expenses, manage budgets

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds, pay bills, and monitor spending trends.

    ★ 4.711,470 ratingsFinanceFreeData updated 2026-09-23
  10. 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
  11. 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
  12. 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
  13. Fidelity Bank & Trust–Mobile app icon

    Fidelity Bank & Trust–Mobile

    Fidelity Bank & Trust

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for spending or balance changes. Transfer funds between accounts. View spending trends and budget summaries.

    ★ 4.82,718 ratingsFinanceFreeData updated 2026-09-17
  14. MyNBT app icon

    MyNBT

    NBT Financial Bank

    Aggregate accounts, track spending, manage budgets

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

    ★ 4.8993 ratingsFinanceFreeData updated 2026-09-19
  15. Security Federal Bank App app icon

    Security Federal Bank App

    Security Federal Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for account activity. Manage bills, transfers, and card remotely.

    ★ 4.82,791 ratingsFinanceFreeData updated 2026-09-19
  16. 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
  17. TruityCU app icon

    TruityCU

    Truity 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.

    ★ 4.87,428 ratingsFinanceFreeData updated 2026-09-19

How we rank alternatives

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