Free
$0
Start with no commitment
- Up to 2 accounts
- 1 active goal
- Unlimited manual entries
- Consolidated dashboard
- Data export and backup
- CSV and OFX import
- Multiple simultaneous goals
- Investment monitoring
Guided beta · Limited seats
Clear plans, without confusing tiers.
Start free. Upgrade when you need more accounts, imports, or goals. Export and backup are always treated as data portability.
Most popular
Starter
Custom
Defined during guided onboarding
- Up to 10 accounts
- Up to 10 active goals
- Unlimited manual entries
- Consolidated dashboard
- Data export and backup
- CSV and OFX import
- Direct support for 14 days
- Investment monitoring
Pro
Custom
For intensive and priority use
- Unlimited accounts
- Unlimited goals
- Unlimited manual entries
- Consolidated dashboard
- Data export and backup
- CSV and OFX import
- Priority support
- Investment monitoring soon
Downgrade never deletes your data. Creating new items may be limited until the plan fits usage.