Personal: Free forever. Family: $14.99/month or $149/year. Pro: $9.99/month standalone or $99.90/year, or $7.99/month with Family. Elite: $49.99/month for first 3 seats, $19/month per additional seat.
Free tier with limited AI usage; Pro $17/mo billed annually or $20/mo monthly; Max $200/mo
Key features
Bill Tracker - Track recurring bills with AutoPay marking
Income Tracker - Log income sources with pay frequency
Debt Payoff Calculator - Choose avalanche or snowball strategy
Bank Sync via Plaid - Automatic transaction categorization
Bank-Verified Payments - Checks against real bank activity
Budget Health Score - 0-100 score showing spending alignment
Net Worth Tracker - Track assets and debts
Invoicing and A/R - Create and track invoices with online payments
Profit & Loss Summary - Export P&L statements for accounting
Household member accounts - Up to 5 members with shared budget
Connect over 12,000 US banks and brokerages
Connect crypto exchanges and self-custody wallets
Track physical assets with live market data valuation
Real-time financial insights via call, chat, or email
Read-only access with no ability to move money
SOC 2 Type II certified encryption
Mobile-first web experience
AI-powered financial analysis connected to real accounts
What makes it different
Bank-verified payments confirm actual clearing dates against bank activity
Completely free personal tier with no credit card required
Shared household finances for up to 5 members
Built-in invoicing and business tools without separate apps
Revenue portion supports community aid for basic necessities
Built by investors specifically for investors
AI answers questions using your real numbers, not generic examples
Institutional-grade analysis in real time, 24/7
Combines account aggregation with AI financial insights
Secure with encrypted data and no credential storage
Nemonix
Silvia