Pricing
Start free. Upgrade when it pays for itself.
Every plan includes secure read-only bank connections and automatic categorization.
Free
Everything you need to see your money clearly
$0forever
Start freeBanking & Transactions
- Connected bank accounts(2 accounts)
- Automatic categorization
Planning
- Budgets(Basic)
Security & Support
- Read-only bank-level encryption
- Support(Email)
Most popular
Pro
The full interconnected platform for serious money management
$9.99/month
Start free trialBanking & Transactions
- Connected bank accounts(Unlimited)
- Automatic categorization
- Transaction rules engine
- Saved filters, tags & bulk edits
- Spreadsheet import / CSV & PDF export
- Multi-currency accounts
Planning
- Budgets(Hierarchical + replication)
- Debt payoff strategies
- Goals with what-if simulator
- Subscription tracking
- Customizable dashboard
Investments & Insights
- Portfolio tracking (9 asset classes)
- Real-time prices & P&L
- Sector, currency & geographic analysis
- AI-powered insights
Security & Support
- Read-only bank-level encryption
- Support(Priority email)
Max
For high-net-worth individuals and families
$29.99/month
Talk to usBanking & Transactions
- Connected bank accounts(Unlimited)
- Automatic categorization
- Transaction rules engine
- Saved filters, tags & bulk edits
- Spreadsheet import / CSV & PDF export
- Multi-currency accounts
Planning
- Budgets(Hierarchical + replication)
- Debt payoff strategies
- Goals with what-if simulator
- Subscription tracking
- Customizable dashboard
Investments & Insights
- Portfolio tracking (9 asset classes)
- Real-time prices & P&L
- Sector, currency & geographic analysis
- AI-powered insights
- Advanced tax optimization
Security & Support
- Read-only bank-level encryption
- Support(24/7 phone)
- Family accounts(Up to 5 members)
- Dedicated financial advisor
- API access
All prices in USD. Cancel anytime — your data exports with you.
Free plan availableNo credit card requiredRead-only bank access
FAQ
Questions, answered plainly
See your money exactly as it is.
Connect your accounts in minutes and replace the spreadsheet, the guesswork, and the three other apps.
- Free plan available
- No credit card required
- Cancel anytime
- Read-only bank access
- Connected institutions
- 0+
- Asset classes tracked
- 0
- Read-only bank access
- 0%