Pricing
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Prime
23.99USD / month
20.99USD / month
Investments
See your entire portfolio at one place. Monitor holdings, asset allocation and performance.
Retirement Planner
Create a financial plan to achieve long-term goals like retirement, buying a house, and kid's education.
Access Control
Share your account with family, accountants, and others.
Backups
Entire account data is automatically saved to a backup service. Your data, safe with you!
Favorites
Save your favorite pages for easy access
+ All features in Pro
Forecast
Predicts account balances based on past spending. Useful to prevent overdraft fees and going over credit card limits.
Top Movers
Highlights categories that vary the most from previous time periods.
Timeline
Visually compares day-to-day spending with previous periods, so you can easily spot deviations from regular spending patterns.
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
 
Pro
11.99USD / month
9.99USD / month
Forecast
Predicts account balances based on past spending. Useful to prevent overdraft fees and going over credit card limits.
Top Movers
Highlights categories that vary the most from previous time periods.
Timeline
Visually compares day-to-day spending with previous periods, so you can easily spot deviations from regular spending patterns.
+ All features in Plus
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
 
Plus
9.99USD / month
7.99USD / month
Unlimited Accounts
Unlimited Budgets
Unlimited Reminders
Unlimited Rules
Automatic Bank Sync
Automatic, secure download of transactions and balances from over 20,000 financial institutions worldwide.
Automatic Tagging
Transactions are automatically tagged based on merchant, description and other metadata.
Multiple Currencies
Supports over 130 currencies across the world. Conversion rates are automatically kept uptodate.
Manual Upload
Easily upload statements and documents from banks and other financial softwares (Quicken, Mint, etc.) Supported formats include Excel, CSV, OFX, QIF among others.
IOU Tracking
Split bills and track informal debts with friends and family.
Unlimited Transactions
FAQs
Do you offer a free trial?
We have a very easygoing refund and cancellation policy. If you upgrade and then cancel within the first month, you will get a full refund.
If you want to try the membership, you can upgrade, try out the product, and if for any reason you don't like it, you can cancel and get an immediate refund.
Effectively, that's a free trial.
What is your cancellation and refund policy?
Our policy is: If you are not happy with our product, we do not want your money. We make it very easy to cancel your membership at any time and get a refund for the remaining portion of your membership.
To cancel your membership and get a refund for the remaining amount, please follow these steps:
  • Click your email near the bottom right of the page, then click Settings, then click Membership.
  • Click 'Cancel Membership' and follow the instructions.
This will downgrade your membership immediately and issue a refund for the remainder of your membership (if any). After the downgrade, some of your data may be not visible to you. If you want to access it, please upgrade back to your original plan.
Any cancellations within the first month always get a full refund. For subsequent cancellations, we will refund on a pro-rata basis.
How can I cancel my membership?
To cancel your membership, please follow these steps:
  • Click 'My Account' near the bottom right of the page, then click Settings, then click Membership.
  • Click 'Cancel Membership' and follow the instructions.
This will downgrade your membership immediately and issue a refund for the remainder of your membership (if any). After the downgrade, some of your data may be not visible to you. If you want to access it, please upgrade back to your original plan.
Any cancellations within the first month always get a full refund. For subsequent cancellations, we will refund on a pro-rata basis.
How can I change my membership plan?
To change your plan, visit Settings > Membership, then click "Change Membership Plan", and follow the subsequent instructions.
Will I get double charged if I change my membership plan?
No, you won't get double charged.
Depending on your payment method, we will do one of the following:
  • Apply the balance to your future membership payment(s).
  • Issue a refund for any unused period on your current plan.
How can I update or change my payment method?
To change your payment method, visit Settings > Membership, then click "Update Payment Method", and follow the subsequent instructions.
Note that this feature is currently only available on our desktop website, and not on our mobile interfaces.
When will I get a refund after I cancel my membership?
We issue refunds automatically when you cancel your membership. If you paid with a credit card, it may take up to 7 days for the refund to show up. Paypal refunds should be instant.