Start with a plan. Upgrade when you want live tracking.
Build your free My Money Plan first, then use Core to connect eligible accounts and track progress against the roadmap.
Free builds the roadmap. Core tracks it live.
Want to verify your institution before you sign up?
Build a practical roadmap for debt payoff, cash reserves, savings goals, and retirement before you connect accounts.
Free
Start with My Money Plan and upgrade only when you want linked accounts and live progress tracking.
- My Money Plan workspace with Overview and What to Do Now
- Money Flow, Debt Paydown, Cash & Savings, and Retirement planning views
- Personalized roadmap for goals, debts, emergency reserves, and long-term independence
- No linked account tracking or live My Money account surfaces yet
Connect eligible accounts and turn your plan into live tracking 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
- Live 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 for linked-account tracking, costs $29.99/yr, works out to $2.50/mo, and saves $5.89/yr each year compared with monthly.