$9.99/month or $69.99/year, first month free. No free tier. Billed through Apple App Store.
Free tier: $0 for 3 assets. Paid: $47/month for 3 assets; additional assets cost $15/month for assets 4-10, $10/month for assets 11-25, and $5/month from asset 26 onwards. Maximum 100 assets at $677/month. Yearly plan saves 30%: $394.80/year for 3 assets. 7-day free trial requires card.
Key features
One weekly safe-to-spend number calculated from bills and savings goals
Automatic transaction tracking and categorization via Plaid
AI assistant Bob for personalized spending guidance
Leak detection to catch recurring habits and duplicate charges
Explanation of why your spending number changes
Interactive global map with globe and country views
Track property, vehicles, boats, aircraft, land, parking and equipment
View value, income, expenses, yield and net worth for each asset
Attach documents such as deeds and insurance
Set reminders for renewals
Track loans and mortgages with debt details
Export data as PDF, Excel or CSV reports
Performance ranking showing returns across portfolio
Upload deed, invoice or contract to auto-fill asset details
Create private read-only sharing links for accountants or partners
What makes it different
Simplicity - one number instead of complex category budgets
No manual categorization or maintenance required
AI-powered personalized coaching with Bob
Read-only bank connections that never store credentials
One interactive map showing all asset types together
Values come from you, not market estimates, ensuring accuracy to your beliefs
No bank logins required or personal data collection
Tracks ownership share for properties held with partners
Works across multiple countries with globe and country views