Simple, Transparent Pricing
Start for free, upgrade as you grow. No hidden fees, no surprises.
MonthlyYearly (Save 20%)
Starter
Perfect for individuals just starting their financial journey.
$0/mo
- Manual Transaction Entry
- Basic Expense Tracking
- 1 Portfolio
- Monthly Reports
- Community Support
Most Popular
Pro
Advanced tools for serious investors and budgeters.
$12/mo
- Unlimited Bank Connections
- AI Financial Advisor
- Unlimited Portfolios
- Investment Analysis
- Goal Forecasting
- Priority Support
Business
For financial advisors and small family offices.
$49/mo
- Multi-User Access
- Client Management
- White-label Reports
- API Access
- Dedicated Account Manager
- Custom Integrations
Frequently Asked Questions
Yes, you can upgrade or downgrade your plan at any time. Changes will be applied to your next billing cycle.
Absolutely. We use bank-grade 256-bit encryption and never sell your data to third parties. Check our Security page for more details.
Yes! Students with a valid .edu email address get 50% off the Pro plan. Contact support to apply.
We accept all major credit cards (Visa, Mastercard, Amex) and PayPal.