Simple pricing for real peace.
Everything you need to track your finances. Pick the plan that fits.
What you get
Side by side, no fine print
| Featuresby Warm | Plus | Pro |
|---|---|---|
| Account Management | ||
CSV & OFX import | ||
Manual transactions | ||
Transaction search | ||
Bank account sync | ||
Connected accounts | 3 | 30 |
| Budgeting & Goals | ||
Smart transaction tags | Unlimited | Unlimited |
Category budgets | ||
Savings goals | ||
Merchant budgets | ||
| Spending Analytics | ||
Spending by category | ||
Spending by merchant | ||
Recurring detection | ||
Subscription tracking | ||
Subscription cancel links | ||
Duplicate subscription alerts | ||
| Wealth Tracking | ||
Net worth tracking | ||
Historical snapshots | ||
Manual asset tracking | ||
Crypto portfolio | ||
| Financial Intelligence | ||
Financial health score | ||
Spending anomaly alerts | ||
Bill calendar | ||
Cash flow forecasting | ||
AI financial assistant | ||
| Collaboration | ||
Household sharing | ||
| Support | ||
Help articles & FAQ | ||
Email support | ||
Questions? Answers.
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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.
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