What platforms does Summa support?

Summa is a native app available on iPhone, iPad, and Mac.

How does Summa protect user privacy with its AI features?

Summa 3.0 uses Apple Intelligence directly on your device, processing real numbers privately without sending personal data to external servers.

Can I import data from my bank or receipts into Summa?

Yes, Summa supports bank statement importing, receipt management, and direct integration with Apple Wallet accounts.

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Scheduled launch — Sep 15, 2026

Summa is listed on AI Kaptan and will enter the daily launch competition on that day. Community upvotes open on launch day.

Fintech

Freemium

Summa

Private money manager for iPhone, iPad, and Mac featuring budgeting, net worth tracking, forecasts, Apple Intelligence assistant, and Apple Wallet integration.

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Rating

Reviews

Upvotes

about 2 hours ago

Listed

Mac

Fintech

Artificial Intelligence

Personal Finance

Budgeting

Net Worth Tracking

Apple Intelligence

iOS

Money Manager

Tool information

Provider

Summa

Platforms

Mac

iPhone

iPad

Languages

English

17 languages supported

Added to directory

about 2 hours ago

Last updated

about 2 hours ago

Rating

Not available

Pricing

Freemium

About Summa

What the tool does and who it's for

Summa is a private money manager built for iPhone, iPad, and Mac that covers budgets, forecasts, net worth, goals, receipts, and bank statement imports in 17 languages. Version 3.0 introduces an on-device personal financial assistant powered by Apple Intelligence that answers questions with real numbers, proposes budget and financial changes for user approval, and allows actions to be undone. It also introduces a native Mac app with a menu bar panel, support for Apple Wallet accounts, Siri and Spotlight search integration, swipe review, and an expanded Free tier.

Key capabilities

Private, on-device AI personal financial assistant using Apple Intelligence

Real-number query answering and automated financial change proposals with undo support

Native macOS app featuring a dedicated menu bar panel

Apple Wallet account integration for transaction tracking

Siri and Spotlight search integration for quick access

Budgeting, forecasting, and goal setting

Net worth tracking across multiple accounts

Receipt scanning and bank statement import

Swipe review for quick transaction management

Multi-language support available in 17 languages

Pricing

Freemium — plans below

Free

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