Plans That Grow With Your Financial Life
Start with the core edition. Upgrade when your complexity demands it.
AI-assisted summaries are informational only and are not financial, investment, tax, insurance, or legal advice.
Free
Your financial front page, started.
First-time readers
Core briefing access for getting oriented before upgrading.
- ✓2 AI statement imports
- ✓1 country workspace
- ✓1 active goal
- ✓AI Assistant
- ✓Transaction Sync
- ✓Bank Auto-Sync
Plus
For growing financial lives.
Everyday households
More room for accounts, goals, exports, and planning basics.
Everything in Free, plus:
- ✓Unlimited AI statement imports
- ✓Unlimited goals
- ✓Guardrails and zero-based budgets
- ✓AI Assistant
- ✓Custom Alerts
- ✓Monte Carlo Scenarios
$120/yr. Renews automatically each year until canceled. Cancel anytime in Settings → Billing.
Pro
For portfolio depth and multi-account planning.
Investors with deeper planning needs
Portfolio analytics, rebalancing, Financial Freedom planning, and unlimited statement imports.
Best balance of depth and everyday usefulness.
Everything in Plus, plus:
- ✓2 country workspaces
- ✓Portfolio rebalancing
- ✓Portfolio analytics
- ✓Monte Carlo Scenarios
- ✓Family Sharing
- ✓Unlimited AI statement imports
$290/yr. Renews automatically each year until canceled. Cancel anytime in Settings → Billing.