Dashboard

Choose Your Plan

Start for free, then upgrade to unlock powerful features.

Free
For individuals starting to manage their finances.
$0per month
  • Basic budgeting tools
  • Up to 2 bank connections
  • Automatic transaction categorization
  • AI saving tips
Personal Plus
For those who want a complete picture of their net worth.
$6.97per month
  • Everything in Free, plus:
  • Net worth tracking
  • Connect up to 10 accounts
  • Subscription tracking
  • Sankey diagram visualization
Investor
For savvy investors planning for the future.
$15.97per month
  • Everything in Personal Plus, plus:
  • Retirement planning simulator
  • Stock option analysis (RSUs/ISOs)
  • Advanced tax tools
  • Crypto portfolio tracking
Business Pro
For small businesses and teams.
$29.97per month
  • Everything in Investor, plus:
  • Team access (3 users)
  • Receipt scanning & management AI
  • Duplicate receipt detection
  • Accountant role permissions