A secure digital vault to organize your financial accounts, property and documents for your family
Free budget calculator for irregular income, multiple pay schedules and multi-currency budgets
Stage
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Founded
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Based in
GB
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Pricing model
Paid
Freemium
Pricing
Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Free calculator and free account (saves one budget). Clear Budget Plus: $4.99/month or $39.99/year (save 33% annually, equivalent to $3.33/month).
Key features
Secure encrypted wealth inventory
Automated wellbeing check-ins
Primary Nominee legacy hand-over
Non-custodial asset tracking
AES-256 encryption at rest and TLS encryption in transit
Two-Factor Authentication for account security
UK-hosted data on Google Cloud infrastructure
Family Account linking for household transparency
Multi-step inactivity verification process
Support for multiple pay frequencies: daily, weekly, biweekly, twice-monthly, monthly, annual and custom periods
27 currencies with live exchange rate conversion
Exact contract dates and date ranges for income and expenses
Automatic proration for partial periods
Savings goals, emergency fund and investment growth tracking