Simple Pricing for Every Stage of Your Money System
Start free with My Money Plan, unlock live tracking with Core, and save more when you choose annual billing.
Four Tiers, One Upgrade Path
Want to verify your institution before you sign up?
Build your personalized planning workspace before you connect accounts or upgrade into live tracking.
Free
Start with My Money Plan and upgrade only when you want live tracking.
- My Money Plan workspace with Overview and Recommended Action Plan
- Money Flow, Debt Paydown, Cash & Savings, and Retirement planning views
- Personalized plan structure before you link any institutions
- No linked account tracking or My Money account surfaces yet
Unlock the live My Money tracking surfaces for balances, debt, investments, and net worth.
$29.99/yr
$2.50/mo billed annually
Save $5.89/yr vs monthly
Monthly option: $2.99/mo
- Dashboard, Net Worth Tracker, Cash Accounts, Investment Accounts, and Liabilities
- Plaid linking enabled for eligible accounts, up to 8 linked institutions
- Balance and snapshot tracking for eligible cash, debt, and investment accounts
- 30-day free trial before billing starts
- No transaction activity, budget, holdings, or investment activity at this tier
Add the budget and transactions surfaces when transaction-level workflows launch.
$99.99/yr
$8.33/mo billed annually
Save $19.89/yr vs monthly
Monthly option: $9.99/mo
- Everything in Core
- Budget and Transactions sections
- Transaction-enabled activity for cash and debt account detail views
- Built for transaction-level review and budgeting workflows
- Coming soon
Extend into portfolio surfaces when holdings and investment activity launch.
$149.99/yr
$12.50/mo billed annually
Save $29.89/yr vs monthly
Monthly option: $14.99/mo
- Everything in Power
- Holdings and Investment Activity sections
- Investment account activity unlocked
- Built for portfolio analysis and investment activity workflows
- Coming soon
Core Annual gives you a 30-day free trial, costs $29.99/yr, works out to $2.50/mo, and saves $5.89/yr each year compared with monthly.