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Simple, Transparent Pricing
Choose a plan for budgeting, net worth tracking, and debt planning that fits how much automation you want.
Free
$0
Start with manual tracking, budgeting, goals, documents, and net worth without connected automation.
- Manual accounts and investments
- Budgets, goals, documents, and reviews
- Statement imports
- AI assistant and financial insights
- Connected bank automation
- Connected brokerage sync
- Live calendar export
Pro Monthly
$8.99/mo
60-day free trial. Adds Pro AI, live calendar export, and connected bank and brokerage automation.
- Manual accounts and investments
- Budgets, goals, documents, and reviews
- Statement imports
- AI assistant and financial insights
- Connected bank automation
- Connected brokerage sync
- Live calendar export
SAVE 16%
Pro Yearly
$89.99/yr
60-day free trial. Same Pro access with a lower effective monthly price.
- Manual accounts and investments
- Budgets, goals, documents, and reviews
- Statement imports
- AI assistant and financial insights
- Connected bank automation
- Connected brokerage sync
- Live calendar export