Personal finance app for people who'd rather live their life than balance a spreadsheet
Tax and financial planning from a CPA and Financial Planner team for one flat fee
Stage
Not given
Not given
Founded
Not given
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Based in
CA
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Pricing model
Free trial
Freemium
Pricing
Monthly: $7.99 CAD/month. Annual: $69.99 CAD/year billed annually (save 27%), equivalent to $5.83 CAD/month. No credit card required for 14-day free trial.
Software plans: Basic $20/month, Pro $100/month, Ultra $200/month, each with a 7-day free trial. Advisor plans (software plus CPA and Financial Planner team): Essential $3,600+/year, Plus $4,800+/year, Premier $12,000+/year. Additional state, K-1, or brokerage account: $150 each. Rental properties o
Key features
50+ smart customizable categories
Split transactions across multiple categories
Custom automation rules for edge cases
Monthly AI email recap of spending habits
Subscription audit to find forgotten subscriptions
Year-over-year spending comparisons
Real-time balances across all accounts
90-day cash flow forecast
Face ID and fingerprint lock on mobile
CSV export anytime with no vendor lock-in
Connect financial accounts securely with read-only access
AI-powered financial forecasting and scenario planning
Dedicated CPA for tax planning and filing
Dedicated Financial Planner for retirement and wealth management
Tracks for organizing financial projects and decisions
Estate and beneficiary planning coordination
Multi-state and international tax coverage options
What makes it different
One honest price with every feature included, no tiers or add-ons
Bank-grade read-only security with no data selling or training
Full feature parity on web, iOS and Android with no stripped-down app
Unlimited accounts, transactions and household members included
All-in-one: AI software, CPA, and Financial Planner on one integrated team
NewTracker
Nino