# Ozzie: Plan, Save, Budget — Personality-based money advice > AI financial assistant for Latino immigrants, personalized to money personality. (iPhone/iPad app by Ozzie.) - Source: https://appshunter.io/ios/app/ozzie-plan-save-budget/id6771783601 (this page in markdown: same URL + `.md`) - Developer: [Ozzie](https://appshunter.io/developer/6783508393) - Category: Finance, Lifestyle - Price: Free with in-app purchases - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 20 MB - Languages: American English, Brazilian Portuguese, European Spanish - Released: 2026-06-04 - Data updated: 2026-10-24 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ozzie-plan-save-budget/id6771783601/reviews.md ## What is Ozzie? Ozzie is the AI financial assistant that builds and manages your money around your Money Personality — how you actually think and feel about money. Most money apps treat your money as a math problem. Ozzie treats it as a human one. A short, science-backed quiz reveals the beliefs, habits, and emotions behind your financial decisions. Then Ozzie builds your plan and your budget around who you actually are — and manages both for you. ▶ DISCOVER YOUR MONEY PERSONALITY: Built on validated psychological research. Understand why you do what you do with money, and get guidance that works with you instead of against you. ▶ TELL OZZIE YOUR GOAL, GET A REAL PLAN: Saving for a trip, a car, an emergency fund? Ozzie tells you exactly how much to set aside each month, and when you'll get there. ▶ A BUDGET YOU NEVER HAVE TO BUILD: Ozzie turns your plan into a monthly budget built around your personality — how much you can spend, category by category — and keeps it updated. ▶ NO BANK ACCOUNT CONNECTION REQUIRED: Snap a photo of a receipt, text Ozzie what you spent, or upload a statement. Ozzie takes it from there. ▶ OZZIE ALSO LIVES IN WHATSAPP: Log an expense, ask what you can afford, or get a nudge when it's time to move money toward your goal. ▶ BUILT FOR REAL LIVES: English, Spanish, and Portuguese. Multiple currencies. Your money doesn't always run through one bank account — or one country. Discover your Money Personality free. Then try every premium feature for 2 weeks — and let Ozzie manage your money for you. After that, choose the plan that fits your life. Terms and conditions: - https://ozziemoney.com/terms - https://ozziemoney.com/privacy ## Key features - AI financial assistant - Personalized money personality assessment - Customized financial plans - Effortless budgeting - Spending tracking via chat - No bank account connection needed - Accessible via WhatsApp ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | Ozzie Plus Monthly | $7.99 | per month | | Ozzie Plus Annual | $69.99 | per year | ## Is Ozzie safe? Not enough ratings yet to assess Ozzie. ## Is Ozzie legit? Ozzie: Plan, Save, Budget has limited verification signals. The AppsHunter Legitimacy Score for Ozzie is 58 out of 100 points across 7 verification signals from App Store and developer data. ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/ozzie-plan-save-budget/id6771783601/reviews.md ### 5/5 — Can’t wait to see where they go *2026-06-19* This is the most different budgeting app I’ve ever tried. I love that I don’t have to build the budget myself and keep track of it. Whenever I spend money, I can just text Ozzie a picture of the receipt, and it automatically updates my budget. I also love that it tells me if I’m going to run out of money in a category before I do it, so I can decide if I want to keep spending. The other apps usually only send a warning afterwards. The day I’m supposed to move money to my savings, it just texts me with a reminder. I hope that in the future they’ll be able to just move my money to savings for me. I think there’s room for improvement with the budget categories and transactions, but it’s a pretty new app so I’m excited to see where they’ll go. ## Frequently asked questions about Ozzie ### What is Ozzie's Money Personality assessment? Ozzie's Money Personality assessment helps you understand your unique beliefs, habits, and emotions around money. This personalized insight guides the creation of a financial plan that works with your individual behavior, rather than against it. ### Does Ozzie require a bank account connection? No, Ozzie does not require a bank account connection. It is designed to work with all forms of money, including cash and transfers, recognizing that immigrant financial lives may not solely run through a US bank account. ### How does Ozzie help with budgeting? Ozzie makes budgeting effortless by organizing your monthly budget and keeping it updated automatically. You don't need to manage spreadsheets or manually categorize expenses; Ozzie handles it for you. ### Can I track my spending with Ozzie? Yes, you can track your spending by simply telling Ozzie what you spent via chat or WhatsApp. Ozzie will log the transaction, update your budget, and help keep your financial plan on track. ### What languages does Ozzie support? Ozzie is available in English, Portuguese, and Spanish, offering a financial companion that meets users in their preferred language. ### How often is Ozzie updated? Ozzie was last updated on June 29, 2026, with version 1.0.2. This indicates a commitment to ongoing development and improvements for its users. ### What devices does Ozzie support? Ozzie is available on iPhone and iPod devices, making it accessible to a wide range of Apple users. ### Is Ozzie suitable for all ages? Ozzie has an age rating of 4+, indicating it is suitable for a broad audience. Its financial guidance is designed to be accessible and helpful for individuals managing their money. ## Version history (last 5 releases) ### 1.5.1 — 2026-10-13 You can now sign up with a Brazilian (+55) WhatsApp number and get Ozzie on WhatsApp. Plus reliability improvements. ### 1.5.0 — 2026-10-01 Two new ways to log expenses, so you spend less time telling Ozzie what you spent. SNAP A RECEIPT
Take a photo of any receipt and send it to Ozzie. It reads the amount, logs the expense, sorts it into the right category, and updates your budget. You don't type a thing. UPLOAD A SCREENSHOT OR A STATEMENT
Screenshots of online orders or Apple Wallet work too. So do PDFs — upload a bank or credit card statement and Ozzie processes every expense in it at once. A whole month, in one upload. YOUR DOCUMENTS ARE NEVER STORED
Ozzie extracts the expense data and deletes the file immediately. Nothing stays on our servers. ### 1.4.0 — 2026-09-04 English Your goal now has a section of its own. Goals replaces "Your Future" and brings together what used to be scattered: how much you have put away, how much is left, and the date you get there at your current pace. What you can do: • See your next Money Move — how much and when, always ahead of today. Made it? One tap on "I did it". • Log a different amount on any day — including a day that has already passed, if you remembered later. • Correct or remove any move. The amount, the date, all of it. What you fix here shows up fixed in Budget too. • Change your rhythm between monthly, fortnightly and weekly. The month's total stays the same — only the size of each step changes. • Change your goal whenever you like, and see what it does to your monthly saving before you confirm. What you have already put away is never lost. Also in this version • The tabs are now Today, Budget and Goals. • Your goal's bar in Budget turns green when you complete the month. • The keyboard no longer covers the fields beneath it. Português Sua meta agora tem uma seção só dela. Goals substitui "Your Future" e reúne num lugar só o que antes estava espalhado: quanto você já guardou, quanto falta, e a data em que você chega lá no ritmo atual. O que dá para fazer: • Ver o próximo Money Move — quanto e quando, sempre à frente. Registrou? Um toque em "I did it" e pronto. • Registrar um valor diferente do combinado, em qualquer dia — inclusive num dia que já passou, se você lembrou depois. • Corrigir ou apagar qualquer movimento. O valor, a data, tudo. E o que você corrige aqui aparece corrigido no Budget também. • Mudar seu ritmo entre mensal, quinzenal e semanal. O total do mês continua o mesmo — só o tamanho de cada passo muda. • Mudar sua meta a qualquer momento, e ver o que isso faz com sua poupança mensal antes de confirmar. O que você já guardou nunca se perde. Também nesta versão • Os menus agora são Today, Budget e Goals. • A barra da sua meta no Budget fica verde quando você completa o mês. • O teclado não cobre mais os campos embaixo dele. Español Tu meta ahora tiene una sección propia. Goals reemplaza "Your Future" y reúne en un solo lugar lo que antes estaba disperso: cuánto guardaste, cuánto falta, y la fecha en que llegás a ella al ritmo actual. Qué podés hacer: • Ver tu próximo Money Move — cuánto y cuándo, siempre por delante de hoy. ¿Ya lo hiciste? Un toque en "I did it". • Registrar otro monto cualquier día — incluso un día que ya pasó, si te acordaste después. • Corregir o borrar cualquier movimiento: el monto, la fecha, todo. Y lo que corregís acá aparece corregido en Budget también. • Cambiar tu ritmo entre mensual, quincenal y semanal. El total del mes sigue igual — solo cambia el tamaño de cada paso. • Cambiar tu meta cuando quieras, y ver qué le hace a tu ahorro mensual antes de confirmar. Lo que ya guardaste nunca se pierde. También en esta versión • Los menús ahora son Today, Budget y Goals. • La barra de tu meta en Budget se pone verde cuando completás el mes. • El teclado ya no tapa los campos que están debajo. ### 1.3.0 — 2026-08-07 English New Wondering how much you can spend this month? Ask "How much can I spend this week?" right in chat and get an answer broken down by category. Mention a bill like rent once, and Ozzie remembers for good. It'll plan for it automatically every month from then on, in chat and on WhatsApp. You never have to connect a bank account. Instead, Ozzie will text you on WhatsApp early on and ask for your balance — reply with the number, and you're set. The easiest setup there is, and your numbers get sharper from day one. Improved Ozzie tells you when it's still learning your bills versus when it's sure — so you always know how much to trust the number. Portuguese Novidades Pergunte "Quanto posso gastar essa semana?" direto no chat — e receba uma resposta de verdade. Reporte uma conta fixa, como o aluguel, uma vez, e o Ozzie nunca esquece — ele passa a planejar por ela automaticamente todo mês, no chat e no WhatsApp. Você nunca precisa conectar uma conta bancária. Em vez disso, o Ozzie te manda uma mensagem no WhatsApp logo no início pedindo seu saldo — você responde com o número, e pronto. A configuração mais fácil que existe, e suas contas já ficam mais certeiras desde o começo. Melhorias O Ozzie avisa quando ainda está aprendendo suas contas e quando já tem certeza — assim você sempre sabe o quanto confiar no número. Já deu certo. Spanish (MX) Novedades Pregúntale "¿Cuánto puedo gastar esta semana?" directo en el chat — y recibe una respuesta de verdad. Cuéntale a Ozzie sobre un pago fijo, como la renta, una sola vez, y nunca lo olvida — lo planeará automáticamente cada mes desde entonces, en el chat y en WhatsApp. Nunca tienes que conectar una cuenta bancaria. En cambio, Ozzie te va a escribir por WhatsApp poco después de empezar y te va a pedir tu saldo — respondes con el número, y listo. La configuración más fácil que existe, y tus números quedan más precisos desde el primer momento. Mejoras Ozzie te dice cuándo todavía está aprendiendo tus pagos fijos y cuándo ya está seguro — así siempre sabes cuánto confiar en el número. ### 1.2.1 — 2026-07-26 Ozzie is the AI financial assistant built for Latino immigrants — personalized around how you think and feel about money, in your language. Most financial apps treat money as a math problem. Ozzie treats it as a human one. Before building your plan, Ozzie maps your Money Personality — the beliefs, habits, and emotions that drive every financial decision you make. Then it builds a plan around who you actually are. Whether you're building savings, paying off debt, supporting family abroad, or just trying to feel more in control of your money, Ozzie helps you take the next step. HOW OZZIE WORKS - DISCOVER YOUR MONEY PERSONALITY TYPE: Understand how you think, feel, and behave around money — and get guidance that works for you, not against you. - GET A PERSONALIZED FINANCIAL PLAN: Ozzie tells you exactly how much to save and when to move money, so you stay consistent without having to think about it. - BUDGETING WITHOUT THE WORK: Ozzie organizes your monthly budget and keeps it updated. No spreadsheets, no categories to manage. - TRACK SPENDING BY CHAT OR WHATSAPP: Tell Ozzie what you spent. It logs it, updates your budget, and keeps your plan on track. - NO BANK ACCOUNT CONNECTION REQUIRED: Cash, transfers, everyday spending — Ozzie works with all of it. We understand that immigrants' financial lives don't run entirely through a US bank account. - ACCESSIBLE FROM WHATSAPP: Get reminders when it's time to move money toward your goal, complete a step in your plan, or take action to stay on track. - A FINANCIAL COMPANION: The heart of Ozzie is a chat interface that knows your goal, your plan, and your personality type. It's not a generic chatbot. It's a companion who meets you where you are, helps you think through decisions, and stays with you as your situation changes — in English, Portuguese, or Spanish. BUILT FOR REAL LIFE - Most financial apps track what already happened. Ozzie helps you decide what to do next. - It builds your plan. Helps you follow it. Supports you every step of the way. - Because financial progress isn't about being perfect. It's about taking the next step. ## Apps similar to Ozzie | App | Rating | Price | Category | | --- | --- | --- | --- | | [Ozzy: Your Money Journal](https://appshunter.io/ios/app/ozzy-your-money-journal/id6761902855) | — | Free | Finance | | [Ozzy: Smart Money Coach](https://appshunter.io/ios/app/ozzy-smart-money-coach/id6748581869) | 5.0 (1) | Free | Finance | | [Polywatch.org](https://appshunter.io/ios/app/polywatchorg/id6774297438) | — | Free | Finance | | [Harbor By LogisWave](https://appshunter.io/ios/app/harbor-by-logiswave/id6780360131) | — | Free | Finance | | [Junto: Finanças compartilhadas](https://appshunter.io/ios/app/junto-financas-compartilhadas/id6787561748) | — | Free | Finance | | [calmfinance: money manager](https://appshunter.io/ios/app/calmfinance-money-manager/id6780537780) | — | Free | Finance | ## Related topics [ozzy money](https://appshunter.io/ios/topics/ozzy-money) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-10-24.*