Accounts, spending, budgets, bills, and net worth—together in one view.
The Warm highlights
One clear view
See what matters without hunting for it.
Warm brings daily spending, longer-term goals, and your net worth together. These are the features that do most of that work.
Account Management
See connected accounts in one place
Budgeting & Goals
Set useful guardrails without following a prescribed method
Spending Analytics
Review what changed and where money is going
Spending by Category
Review category spending for the period that matters to you
Recurring Charge Review
Review detected recurring charges and normalized monthly totals
Wealth Tracking
See assets, debts, and net worth alongside daily finances
Cash Flow & Financial Context
Review cash flow, then use your financial context where it helps
Bills & Subscriptions
Keep upcoming bills and recurring charges visible
Security & Privacy
Read-only bank connections and concrete privacy controls. See our full security practices
Read-Only Access
Connected bank data, the API, and MCP are read-only and cannot move money.
No Credential Storage
Your bank password never touches our servers
See your finances in one place.
Both plans include the same Warm features. Plus includes up to 5 synced accounts. Pro includes up to 30 synced accounts.
Choose a plan by account capacity. Cancel anytime.