Perfect for individuals just beginning their financial journey. Get essential tracking tools without spending a dime.
Basic account synchronization
Intuitive financial dashboard
Transaction categorization
Mobile app access
Price: Free Forever
2
Family Pro
Ideal for households managing shared finances. Coordinate spending and savings with those who matter most.
Everything in Starter
Custom financial goals
Spending alerts
Multi-user access
Bill payment reminders
Price: $7/month
3
Legacy Plan
Our premium offering for those seeking comprehensive financial management and personalized guidance.
Everything in Family Pro
AI-powered insights
Data export capabilities
Priority advisor access
Advanced reporting tools
Price: $20/month
Starter Plan: Free Financial Foundations
Start Your Financial Journey Today
Our Starter Plan gives you everything you need to begin organizing your finances without spending a penny. It's the perfect way to test our platform and establish healthy financial habits.
With basic account synchronization, you can connect your bank accounts, credit cards, and investment portfolios to get a complete picture of your financial situation in one convenient dashboard.
Unlimited transaction history
Basic spending categorization
Monthly spending summaries
Account balance alerts
Our intuitive mobile and desktop interfaces make tracking your finances simple and stress-free. Start building better financial habits without any cost.
The Family Pro plan creates a collaborative financial environment for households, partners, and families who share financial responsibilities.
Better Together: Shared Financial Management
At just $7 per month, Family Pro unlocks powerful tools for households to coordinate spending, saving, and financial planning. Share access with up to 5 family members while maintaining privacy where needed.
Set collective goals for big purchases, track household expenses, and receive alerts when spending approaches preset limits in any category.
Shared Access
Give secure, customized access to family members while maintaining account privacy.
Goal Setting
Create and track shared financial goals with progress visualization.
Spending Alerts
Receive notifications when approaching budget limits in any category.
Legacy Plan: Advanced Financial Management
Premium Tools for Comprehensive Financial Control
Our most powerful plan delivers advanced capabilities for those serious about financial optimization. At $20 per month, the Legacy Plan includes everything in our other plans plus exclusive premium features.
AI-Powered Insights
Our artificial intelligence analyzes your spending patterns, investment performance, and saving habits to provide personalized recommendations for optimizing your financial strategy.
Data Export
Export your financial data in multiple formats for tax preparation, personal record-keeping, or integration with other financial software.
Advisor Access
Connect with certified financial advisors through priority scheduling for personalized guidance on investments, debt management, and retirement planning.
Plan Comparison: Find Your Perfect Fit
All plans include our core functionality with no hidden fees. Upgrade or downgrade anytime as your needs change. Annual billing options available with a 15% discount.
Frequently Asked Questions
Can I change plans later?
Yes! You can upgrade or downgrade your plan at any time. If you upgrade, the new features will be available immediately. If you downgrade, you'll maintain access to your current features until the end of your billing cycle.
Is there a free trial for paid plans?
We offer a 14-day free trial for both our Family Pro and Legacy plans. No credit card required to start your trial—we'll remind you before it ends so you can decide if you'd like to continue.
How secure is my financial data?
We use bank-level 256-bit encryption and never store your banking credentials. Our platform is regularly audited by independent security firms and complies with all financial data protection regulations.
Can I cancel anytime?
Absolutely. There are no long-term commitments or cancellation fees. You can cancel your subscription with just a few clicks in your account settings.
Start Your Financial Journey Today
Be Among The Smart Users Who've Transformed Their Finances
Whether you're just starting to track your spending or looking for sophisticated financial management tools, we have a plan that's right for you.
Begin with our free Starter plan to experience the basics, or dive straight into our more powerful offerings with a risk-free trial.
"I started with the free plan and upgraded to Family Pro when my partner and I moved in together. Being able to coordinate our finances has completely eliminated our money arguments." — Sarah T., User since 2021