Pricing
Simple, transparent pricing
No AUM fees. No commissions. No surprises. Just a flat monthly or annual subscription — because fees shouldn't eat your returns.
Starter
$0
Free forever
- ✓ Expense tracking
- ✓ Up to 3 accounts
- ✓ Basic categorization
- ✓ Monthly email report
- — Portfolio tracking
- — Advanced reports
MOST POPULAR
Plus
$5/mo
or $48/year (save 20%)
30-day free trial
- ✓ Everything in Starter
- ✓ Unlimited accounts
- ✓ Portfolio tracking
- ✓ Allocation monitoring
- ✓ Rebalancing reminders
- ✓ Advanced reports
- ✓ CSV/JSON data export
- ✓ Fee analyzer
Family
$9/mo
or $86/year (save 20%)
30-day free trial
- ✓ Everything in Plus
- ✓ Up to 5 family members
- ✓ Shared family budget
- ✓ Goal tracking
- ✓ Priority support
- ✓ Tax-loss harvesting tracker