Core keeps your live money picture in one place
Core is the first live paid tier. It turns your plan into an active tracking workspace for balances, debt, investments, and net worth.
Core at a glance
Unlock the live My Money tracking surfaces 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 day-to-day view of their money.
Current status
Core is available today and is the first step after Free if you want 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
- 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 move beyond planning into live tracking?
Compare Core pricing, or start with Free and upgrade once you want linked-account tracking in the app.