Pricing

Get started with a free account. Upgrade for more advanced features.

 
 
 
 
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
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
3 Accounts
5 Budgets
5 Reminders
10 Rules
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
+ All features in Pilot
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
Investments
See your entire portfolio at one place. Monitor holdings, asset allocation and performance.
Forecast
Predicts account balances based on past spending. Useful to prevent overdraft fees and going over credit card limits.
Top Movers
Highlights categories that vary the most from previous time periods.
Timeline
Visually compares day-to-day spending with previous periods, so you can easily spot deviations from regular spending patterns.
Transaction Backups
Transactions are automatically saved to a backup service. Your data, safe with you!
+ All features in Plus
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
Goals
Create a financial plan to achieve long-term goals like retirement, buying a house, and kid's education.
Smart Alerts
Receive alerts for future situations ahead of time, so you can act before a bad situation occurs.
Access Control
Share your account with family, accountants, and others.
Multi-factor Auth
Secure your account by requiring a one-time password sent to your device or email.
Full Backups
Entire account data is automatically saved to a backup service. Your data, safe with you!
Live Chat
Get assistance from a friendly, qualified support agent.
Phone Support
Speak with a friendly, qualified support agent.
+ All features in Pro
Investments
See your entire portfolio at one place. Monitor holdings, asset allocation and performance.
Forecast
Predicts account balances based on past spending. Useful to prevent overdraft fees and going over credit card limits.
Top Movers
Highlights categories that vary the most from previous time periods.
Timeline
Visually compares day-to-day spending with previous periods, so you can easily spot deviations from regular spending patterns.
Transaction Backups
Transactions are automatically saved to a backup service. Your data, safe with you!
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
IOU Tracking
Split bills and track informal debts with friends and family.
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 an immediate refund.
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.
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