# Ozzie: Save & Track Money > AI financial assistant for Latino immigrants, personalized to money personality. (iPhone/iPad app by Ozzie.) - Source: https://appshunter.io/ios/app/ozzie-save-and-track-money/id6771783601 (this page in markdown: same URL + `.md`) - Developer: [Ozzie](https://appshunter.io/developer/6783508393) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings · 1 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 19 MB - Languages: American English - Released: 2026-06-04 - Data updated: 2026-08-09 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/ozzie-save-and-track-money/id6771783601/reviews.md ## What is Ozzie? 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. ## 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 ## Recent user reviews (1 of 1) All indexed reviews: https://appshunter.io/ios/app/ozzie-save-and-track-money/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) ### 1.3.0 — 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. ### 1.2.0 — 2026-07-24 en: Your plan just got smarter Now you choose the pace — easy, medium, or aggressive — and see exactly how each one changes your monthly budget, live. We rebuilt how your goal is calculated so it’s always realistic for your actual life — never another plan you can’t keep up with. Plus some smaller improvements and fixes. Let’s go! pt: Seu plano ficou mais inteligente Agora você escolhe o ritmo: fácil, médio ou agressivo — e vê na hora como cada um muda seu orçamento mensal. Ajustamos como calculamos sua meta para que ela seja sempre realista com sua vida real — nunca mais um plano impossível de seguir. Pequenas melhorias e correções também vieram nessa atualização. Bora começar! es: Tu plan se volvió más inteligente Ahora eliges el ritmo: fácil, medio o agresivo — y ves al instante cómo cada uno cambia tu presupuesto mensual. Mejoramos cómo calculamos tu meta para que siempre sea realista con tu vida real — nunca más un plan imposible de seguir. También llegaron mejoras y correcciones menores en esta actualización. ¡Vamos! ### 1.1.0 — 2026-07-10 Save in one currency, track your money in another: Earn in dollars, save Brazilian Reals toward a home in Brazil? Now you can. Set your savings goal in the currency you're building toward, while your income and budget stay in the currency you actually earn — no more forcing everything into one number. Add every income source that's really yours: your salary, your side gig, even your partner's paycheck if you're tracking it — each with its own currency and pay schedule. Onboarding, rebuilt: Getting started now takes a few clear steps instead of a wall of questions. WhatsApp just got a lot more reliable. Messages now arrive faster and more consistently, in English, Spanish, or Portuguese — whichever you speak. Your budget got smarter too: categories are renamed and easier to understand, there's a new category for costs related to your kids, and we fixed a bug where your budget wouldn't save properly. ### 1.0.2 — 2026-06-29 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. ## Related topics [ozzii](https://appshunter.io/ios/topics/ozzii) · [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 2026-08-09.*