Every dollar, on the right path.
Coinpath is the modern, household-ready personal finance app. Budget like YNAB, see net worth like Empower, track subscriptions like Rocket Money — without the spreadsheet sprawl.
Your data sits behind row-level security and sensitive tokens never leave the server.
Download reports as PDF, Word, or Excel — plus a full account export whenever you want.
We make money from subscriptions, never from your financial data.
No contracts. Keep your Free plan and your data if you downgrade.
A 60-second tour of Coinpath
Product features
Everything a modern household needs to plan, track, and grow — in one calm app.
Match with a vetted human advisor, when you want one.
Browse our marketplace of independent financial advisors — filter by specialty (tax, retirement, investing, debt), read verified reviews, and book a session directly. The AI Financial Advisor handles the day-to-day; a human steps in for the big decisions.
Simple, honest pricing
Start free. Upgrade when you want more depth.
Free
- Up to 2 manual accounts
- 1 primary goal
- 12 months of history
- Basic dashboard & categories
Plus
Popular- Unlimited accounts & goals
- Zero-based budgeting
- Household sharing (2 members)
- Subscription tracking
- PDF + Excel reports
Pro
- Everything in Plus
- Investment fee analyzer
- Advanced reports
- Households > 2 members
- Advisor read-only seats
Ready to put every dollar on the right path?
Start free. Upgrade only when you want more depth.