Pricing that scales with your financial picture.
Start with the full Warm dashboard, budget tools, imports, MCP access, and support. Choose the account capacity and billing rhythm that fit your household.
Included on every plan
Pay for scale, not a stripped-down product.
- The same dashboard, budgets, imports, MCP access, and support are included on both plans.
- Plus starts at $9.99/month for smaller setups.
- Pro starts at $24.99/month when you need more synced accounts.
Pricing
Start monthly or save with yearly billing. Cancel anytime.
Connect up to 3 synced accounts, auto-categorize transactions, track spending by category and merchant, monitor your net worth, and forecast your cash flow.
Billed $9.99 monthly
- Up to 3 synced accounts
- Auto bank sync
- Merchant budgets
- Cash flow forecasting
- Net worth tracking
Cancel anytime
Unlimited accounts, track investment holdings, set merchant budgets, get 30/60/90-day cash flow forecasts, view your financial health score, and receive spending spike alerts.
Billed $24.99 monthly
- Unlimited connected accounts
- Investment holdings tracking
- Merchant & category budgets
- Financial health score
- Manual asset tracking
- Priority support
Cancel anytime
Questions? Answers.
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What is the difference between Plus and Pro?
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Both plans include the same Warm dashboard, budgets, imports, MCP access, support, and insights. Choose the plan with the account capacity and billing option that fits your setup.
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Can I switch plans later?
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Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any differences.
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Is my financial data secure?
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Yes. We use Plaid for secure bank connections - the same infrastructure trusted by Venmo, Robinhood, Coinbase, and thousands of other financial apps. We store a secure access token that allows us to read your transaction data, but we never have permission to move money, edit data, or take any actions on your behalf. We never see or store your bank login credentials or passwords. Learn more about our security .
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What payment methods do you accept?
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We accept all major credit cards through Stripe. Your payment information is securely processed and never stored on our servers.
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Can I cancel anytime?
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Yes, you can cancel your subscription at any time. You'll continue to have access until the end of your billing period.
Want to see what you can do?
View all featuresCancel anytime · No hidden fees · Secure payment via Stripe