Core turns your roadmap into live tracking
Core is the first live paid tier. Connect eligible accounts so balances, debt, investments, and net worth update alongside your My Money Plan.
Core at a glance
Connect eligible accounts and turn your plan into live tracking for balances, debt, investments, and net worth.
What Core is built to do
Choose Core when you are ready to move from planning into live account tracking. It is built for people who want linked balances, account snapshots, and a clear view of progress against their roadmap.
Current status
Core is available today and is the first step after Free when you want linked accounts and live My Money tracking inside the app.
Compare Core pricingWhat Core includes
These items reflect the current tier definition used in pricing and app access.
- 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
What Core does not include
Use this list to understand where this tier stops and what still belongs to later roadmap stages.
- No Budget or Transactions sections at this tier.
- No Holdings or Investment Activity sections at this tier.
- Core focuses on live tracking surfaces, not the future Power or Pro workflows.
Ready to make your roadmap live?
Compare Core pricing, or build your free plan first and upgrade once you want linked-account tracking in the app.