Simple, Transparent Pricing
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Free
Perfect for getting started with manual net worth tracking
$0
forever
- Unlimited accounts
- Net worth tracking
- Manual account entry
- Assets & liabilities tracking
- Net worth history & charts
- Basic reports
- Data export (CSV)
- Email support
- Automatic bank sync (Plaid)
- Transaction import
- Budget management
- Retirement planning tools
- Real estate management
- Tax planning tools
- Advanced analytics
- Priority support
Most Popular
Premium
Complete financial planning with automation and advanced tools
$4.95/month USD
or $49.95/year USD (save 16%)
- Everything in Free, plus:
- Automatic bank sync via Plaid
- Connect to thousands of banks
- Automatic balance updates
- Transaction import & categorization
- Budget Management
- Unlimited budget categories
- Spending tracking & insights
- Budget vs. actual reports
- Retirement Planning
- Advanced retirement calculators
- Multiple scenario modeling
- Monte Carlo simulations
- Social Security integration
- Real estate & mortgage tracking
- Tax planning tools
- Advanced analytics & charts
- Custom reports & data exports
- Goal tracking
- Priority email support
- Early access to new features
Detailed Feature Comparison
| Feature | Free | Premium |
|---|---|---|
| Number of Accounts | Unlimited | Unlimited |
| Net Worth Tracking | ||
| Manual Account Entry | ||
| Historical Charts | ||
| Automatic Bank Sync (Plaid) | ||
| Transaction Import | ||
| Budget Management | ||
| Budget Categories | — | Unlimited |
| Retirement Planning | ||
| Monte Carlo Simulations | ||
| Real Estate Tracking | ||
| Tax Planning Tools | ||
| Advanced Analytics | ||
| Goal Tracking | ||
| Data Export | CSV | CSV + JSON |
| Support | Priority Email | |
| Early Access Features |
Frequently Asked Questions
Can I try Premium before paying?
Yes! All new users get a 30-day free trial of Premium features. You can cancel anytime before the trial ends with no charge.
Can I switch between plans?
Absolutely! You can upgrade from Free to Premium anytime. If you downgrade from Premium to Free, you'll keep Premium features until the end of your billing period.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express, Discover) and PayPal. All payments are processed securely through Stripe.
Is my financial data secure?
Yes! We use bank-level 256-bit encryption for all data transmission and storage. Your bank credentials are never shared with us - they're handled securely by Plaid. We never sell your data to third parties.
What happens to my data if I cancel?
Your data remains accessible if you downgrade to Free (with Free tier limitations). If you delete your account, we'll remove your personal data within 30 days. You can export your data anytime before deletion.
Do you offer refunds?
We offer a 30-day money-back guarantee. If you're not satisfied with Premium within the first 30 days, contact us for a full refund, no questions asked.
Will the Free plan always be free?
Yes! We're committed to keeping a free tier available. While we may adjust features or limits over time, existing Free users will be grandfathered in with their current features.
Ready to Take Control of Your Finances?
Start with our free plan and upgrade when you're ready.
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