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Every plan includes Net worth, Budget, Bills, Cash flow, Income, Expenses, Transaction tags, Yield, Inflation, Purchase power, Foreign exchange, Receipt split, Assets, Cash, Liabilities, Equity, Deposits, Credit cards.

Starter

Features bank statement upload, cloud storage, multi-platform access, up to 2,000 transactions, and passwordless authentication.

Basic

Includes all features from Starter plus 1 bank connection, community support, daily transaction sync, multi-platform access, up to 4,000 transactions, personalized insights, transactions categorization, multi-factor authentication, get started with AI, up to 100K tokens powering Finsight, an AI assistant.

Standard

Includes all features from Basic plus up to 3 bank connections, chat support, on demand transaction sync, geocoding, up to 300 calls, up to 8,000 transactions, and enhanced AI, up to 500K tokens.

Premium

Includes all features from Standard plus up to 6 bank connections, priority chat support, up to 9,000 transactions, and an AI financial research analyst, up to 1M tokens.