Honest, simple pricing

Pick the plan that fits your household.

Free forever. Upgrade for sharing, deeper reports, and advisor tools.

Free

For getting your bearings.

$0forever
  • Manual accounts
  • Basic budgeting
  • Up to 2 goals
  • Single user
  • CSV export
Start free

Household Plus

Popular

For couples and families.

$8.99/month
  • Everything in Free
  • Unlimited accounts & goals
  • Zero-based budgeting + rollovers
  • Household sharing (up to 2 members)
  • Subscription tracking
  • Sandbox integrations
  • PDF + Excel reports
Start 14-day trial

Advisor Pro

For power users and advisors.

$14.99/month
  • Everything in Plus
  • Households > 2 members
  • Investment fee analyzer
  • Advanced reports + tax summary
  • Advisor read-only seats
  • Priority support
Start 14-day trial

Compare plans

FeatureFreeHousehold PlusAdvisor Pro
Manual accounts
Unlimited accounts
Zero-based budgeting
Household sharing2 membersUnlimited
Subscription tracking
Advanced reports
Investment fee analyzer
Advisor read-only seats
Priority support

Pricing FAQ