Pricing
Plans that grow with you
Start free on your own, and upgrade for your household or business when you need more connections, more members or reports. Every plan includes the same strong security.
Pay yearly and get 2 months free.
Getting started
Free
A simple start for your finances.
$0 forever
Start free- 1 connected financial institution
- 1 workspace member
- 10 budgets
- 10 savings goals
- 10 active subscriptions
- 10 active bills
Individuals and households
Solo
More connections and room to grow.
$29 / month
Start with Solo- 5 connected financial institutions
- 3 workspace members
- Unlimited budgets, savings goals, subscriptions, and bills
- Advanced reports
Growing businesses
Growth
More room for your financial organization.
$99 / month
Start with Growth- 15 connected financial institutions
- 20 workspace members
- Unlimited budgets, savings goals, subscriptions, and bills
- Advanced reports
Larger organizations
Portfolio
More room for your financial organization.
$249 / month
Start with Portfolio- 30 connected financial institutions
- Unlimited workspace members
- Unlimited budgets, savings goals, subscriptions, and bills
- Advanced reports
Organizations with custom needs
Custom
Tailored plans for teams. Limits set to fit you, with dedicated support and flexible billing.
Compare plans
Each plan covers one workspace. Your personal, household and business workspaces each have their own plan.
| Feature | Free Free | Solo $29 / month | Growth $99 / month | Portfolio $249 / month |
|---|---|---|---|---|
| Connected financial institutions | 1 | 5 | 15 | 30 |
| Workspace members | 1 | 3 | 20 | Unlimited |
| Budgets | 10 | Unlimited | Unlimited | Unlimited |
| Savings goals | 10 | Unlimited | Unlimited | Unlimited |
| Active subscriptions | 10 | Unlimited | Unlimited | Unlimited |
| Active bills | 10 | Unlimited | Unlimited | Unlimited |
| Accounts, net worth and assets | ||||
| Transactions and category rules | ||||
| Alerts and reminders | ||||
| Passkeys and two-step verification | ||||
| Reports and cash forecast |
Billing questions
How does billing work?
Plans are per workspace and billed monthly or yearly. Paying yearly gives you two months free. The workspace owner manages the plan and payment details.
Can I change or cancel my plan?
Yes. The workspace owner can change or cancel the plan at any time from the workspace's billing settings.
Do you offer plans for larger organizations?
Yes. The Custom plan has limits set to fit you, with dedicated support and flexible billing. Email [email protected] to talk to us.
Get your finances in one place
Start free in a few minutes. No card needed.