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EMAIL ADDRESS
DETAILS
Pricing
 
 
 
 
 
BASIC
FREE
PILOT
USD 1.99 / MONTH
when billed annually
PLUS
USD 3.99 / MONTH
when billed annually
PRO
USD 4.99 / MONTH
when billed annually
PRIME
USD 9.99 / MONTH
when billed annually
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
Manual Upload
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
Multiple Currencies
Split bills and track informal debts with friends and family.
IOU Tracking
Unlimited Transactions
5 Accounts
5 Budgets
5 Reminders
10 Rules
Automatic, secure download of transactions and balances from over 10,000 financial institutions worldwide.
Automatic Bank Sync
Transactions are automatically tagged based on merchant, description and other metadata.
Automatic Tagging
Manual Upload
Multiple Currencies
IOU Tracking
Unlimited Transactions
5 Accounts
5 Budgets
5 Reminders
10 Rules
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic Tagging
Manual Upload
Multiple Currencies
IOU Tracking
Unlimited Transactions
See all your investment accounts at one place. Monitor holdings, asset allocation and performance.
Investments
Predicts account balances based on past spending. Useful to prevent overdraft fees and going over credit card limits.
Forecast
Highlights categories that vary the most from previous time periods.
Top Movers
Visually compares day-to-day spending with previous periods, so you can easily spot deviations from regular spending patterns.
Timeline
Transactions are automatically copied to a backup service (Dropbox, Google Drive, Microsoft OneDrive) everyday. Your data, safe with you!
Transaction Backups
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic Tagging
Manual Upload
Multiple Currencies
IOU Tracking
Unlimited Transactions
Create a financial plan to achieve long-term goals like retirement, buying a house, and kid's education.
Goals
Receive alerts for future situations ahead of time, so you can act before a bad situation occurs. For instance, receive an alert today if your checking account balance is expected to drop below zero next week, so you can transfer money and avoid bounced checks or overdraft fees.
Smart Alerts
Share your account with family, accountants, and others.
Access Control
Secure your account by requiring a one-time password sent to your device or email.
Multi-factor Auth
Entire account data (transactions, accounts, budgets, tags, reminders, investments) is automatically copied to a backup service (Dropbox, Google Drive, Microsoft OneDrive) everyday. Your data, safe with you!
Full Backups
Chat to get assistance from a friendly, qualified support agent.
Live Chat
Speak with a friendly, qualified support agent.
Phone Support
Send payments to friends and family to settle IOUs, send gifts or transfer money.
Payments
Investments
Forecast
Top Movers
Timeline
Transaction Backups
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic Tagging
Manual Upload
Multiple Currencies
IOU Tracking
Unlimited Transactions
 
 
 
 
 
FAQs
Do you offer a free trial?
We have a very easygoing refund and cancellation policy. If you upgrade and then cancel within the first month, you will get a full refund.
If you want to try the membership, you can upgrade, try out the product, and if for any reason you don't like it, you can cancel and get a refund (immediate for Paypal payments, 5-7 business days for credit cards).
Effectively, that's a free trial.
What is your cancellation and refund policy?
Our policy is: If you are not happy with our product, we do not want your money. We make it very easy to cancel your membership at any time and get a refund for the remaining portion of your membership.
To cancel your membership and get a refund for the remaining amount, please follow these steps:
  • Visit Settings > Membership.
  • Click 'Cancel Membership' and follow the instructions.
This will downgrade your membership immediately and issue a refund for the remainder of your membership (if any). After the downgrade, some of your data may be not visible to you. If you want to access it, please upgrade back to your original plan.
Any cancellations within the first month always get a full refund. For subsequent cancellations, we will refund on a pro-rata basis.
How can I change my membership plan?
To change your plan, visit Settings > Membership, then click "Change Membership Plan", and follow the subsequent instructions.
Will I get double charged if I change my membership plan?
No, you won't get double charged. If you change your plan, we will issue you a refund for the remaining time on your current membership, if any.
To change your plan, visit Settings > Membership, then click "Change Membership Plan", and follow the subsequent instructions.
How can I update or change my payment method?
To change your payment method, visit Settings > Membership, then click "Update Payment Method", and follow the subsequent instructions.
Note that this feature is currently only available on our desktop website, and not on our mobile interfaces.