Unlimited transactions on every plan. Upgrade only for more imports, AI and storage.
Bring in one account on Free and build from there. Premium includes a 14-day trial with no card required.
Try the essentials at no cost.
For the essentials.
For your whole family.
A full side-by-side breakdown.
| Compare plans | Basic | Premium Most popular |
|---|---|---|
| Accounts & data | ||
| Accounts | 3 | Unlimited |
| Transactions | Unlimited | Unlimited |
| Family members | 1 | Up to 5 |
| Businesses / entities | 1 | 3 |
| Multi-currency with live FX | ||
| Net-worth snapshots | 12 | Unlimited |
| Import & automation | ||
| CSV import | 5 / mo | Unlimited |
| PDF statement import | ||
| OFX / QFX import | ||
| Wise statement import | ||
| Auto cross-account transfer pairing | ||
| Recurring transaction rules | 5 | Unlimited |
| Merchant auto-categorization rules | 10 | Unlimited |
| Statement storage | 50 MB | 1 GB |
| Budgeting & insights | ||
| Budgets | 3 | Unlimited |
| Cashflow forecasting | ||
| Advanced reports & exports | ||
| AI insights & analyst | ||
| Weekly email digest | ||
| Tax module | ||
| Wealth management | ||
| Holdings & asset allocation | ||
| Performance & tax lots | ||
| Estate vault | ||
| Advisor seat | ||
| Onboarding call | ||
| Security & support | ||
| AES-256 encryption at rest | ||
| Two-factor authentication | ||
| Export your data anytime | ||
| Support | Community | Email (24h) |