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 81–100 of 1,000 ranked alternatives.

  1. Tandem Bank app icon

    Tandem Bank

    Tandem 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. Track expenses and budgets.

    ★ 4.9263 ratingsFinanceFreeData updated 2026-09-19
  2. CSB Iowa app icon

    CSB Iowa

    Community Savings Bank Iowa

    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 manage spending limits.

    ★ 4.7857 ratingsFinanceFreeData updated 2026-09-23
  3. TRCBankmobile app icon

    TRCBankmobile

    Table Rock Community Bank

    Aggregate accounts in one place

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

    ★ 4.7446 ratingsFinanceFreeData updated 2026-09-06
  1. Bank Flint Hills app icon

    Bank Flint Hills

    Bank of the Flint Hills

    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.

    ★ 4.8948 ratingsFinanceFreeData updated 2026-09-23
  2. CommerceOne Bank app icon

    CommerceOne Bank

    CommerceOne Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple banks and credit unions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Export statements and track spending categories.

    ★ 4.9376 ratingsFinanceFreeData updated 2026-09-14
  3. Wyoming Community Bank app icon

    Wyoming Community Bank

    Wyoming 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 alerts for account activity. Transfer funds between accounts. Pay bills directly.

    ★ 4.9608 ratingsFinanceFreeData updated 2026-09-20
  4. Mid American Credit Union app icon

    Mid American Credit Union

    Mid American Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View balances, transaction history, and account details. Set balance alerts and make payments to companies or individuals. Transfer funds between accounts and manage budgets.

    ★ 4.81,320 ratingsFinanceFreeData updated 2026-09-06
  5. AB&T Go app icon

    AB&T Go

    AB&T

    Aggregate accounts, track spending, 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 manage budgets. Transfer funds between accounts and monitor spending trends.

    ★ 4.9698 ratingsFinanceFreeData updated 2026-09-20
  6. 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
  7. Old West FCU app icon

    Old West FCU

    Old West Federal Credit Union

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and receive notifications. View spending patterns and budget insights.

    ★ 4.7893 ratingsFinanceFreeData updated 2026-09-06
  8. Heritage Valley Mobile Banking app icon

    Heritage Valley Mobile Banking

    Heritage Valley Federal 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 up alerts, schedule transfers, and pay bills directly.

    ★ 4.81,263 ratingsFinanceFreeData updated 2026-09-14
  9. The Seymour Bank app icon

    The Seymour Bank

    The Seymour Bank

    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 alerts for account activity. Manage budgets and track spending. Deposit checks via photo.

    ★ 4.8639 ratingsFinanceFreeData updated 2026-09-15
  10. EXCH Mobile app icon

    EXCH Mobile

    Exchange Bank (GA)

    Aggregate accounts in one secure view

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budget categories. Export statements and contact customer support directly.

    ★ 4.9852 ratingsFinanceFreeData updated 2026-09-21
  11. Green Belt Bank & Trust app icon

    Green Belt Bank & Trust

    Green Belt Bank & Trust

    Aggregate accounts in one secure view

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

    ★ 4.91,197 ratingsFinanceFreeData updated 2026-09-14
  12. mvbank app icon

    mvbank

    Platte Valley Financial Services, Inc.

    Aggregate accounts, track expenses, 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 spending categories. Export statements and sync data across devices.

    ★ 4.8701 ratingsFinanceFreeData updated 2026-09-06
  13. Scenic Community CU app icon

    Scenic Community CU

    Scenic Community Credit Union

    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 thresholds. Manage budgets and view spending trends. Deposit checks via photo.

    ★ 4.81,032 ratingsFinanceFreeData updated 2026-11-01
  14. Meadows Financial app icon

    Meadows Financial

    Meadows 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. Transfer funds between accounts and pay bills directly.

    ★ 4.8393 ratingsFinanceFreeData updated 2026-09-18
  15. SecFed Bank app icon

    SecFed Bank

    Security Federal Savings Bank

    Aggregate accounts in one place

    Manage finances by aggregating accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and monitor spending patterns. View account details and transaction history.

    ★ 4.8973 ratingsFinanceFreeData updated 2026-09-23
  16. West Shore Bank Touch app icon

    West Shore Bank Touch

    West Shore Bank

    Aggregate accounts in one place

    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 balances.

    ★ 4.81,380 ratingsFinanceFreeData updated 2026-09-20
  17. yourhometownbank app icon

    yourhometownbank

    First National Bank of Clarksdale, Inc.

    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 spending limits and receive alerts. Transfer funds between accounts and pay bills directly.

    ★ 4.9441 ratingsFinanceFreeData updated 2026-09-15

How we rank alternatives

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