Premium
Save $85.89 (55%) vs. $12.99/month
$12.99/month
$69.99/year
- Sync up to 5 US & Canadian institutions (with multiple aggregators)
- Automatic investment tracking
- Limited AI insights (chat with your money)
- Rules (bulk edit transactions)
- Squads (account sharing with household)
- Collaborate with your financial planner/advisor
- 60 bank statement uploads/year
- Goal tracking
- Create your own categories
- Create budgets, set limits, and get notified when you hit your limits
- 12 AI budgets/year (budgets created for you with ease)
- Get connected to a financial professional
- Manual accounts & transactions
- Automate recurring transactions
- Dual currency tracking (track up to 2 different currencies at the same time)
- Your data is private and secure
- Support available 24/7 via live chat
- No ads





