Plans built around your next decision

Start free with your cash flow and net worth. Upgrade when you want the plan to keep watching your budget for you.

Starter

See where you stand today.

$0 forever

For anyone whose finances have more than one moving part.

$349 per year

For when the timing of your income matters more than the size of it.

$599 per year

Moving down a plan never deletes anything. Locked entries stay on your account and unlock again the moment you move back up.

Goals
Every goal is kept. On the entry plan the newest ones beyond the included allowance are locked — still listed, still on the timeline, just not editable until you move back up.
Seen on: Goals & timeline
Linked bank & investment accounts
Linked accounts and their last known balances are kept, and syncing pauses. Moving back up resumes syncing on the same accounts — nothing needs relinking.
Seen on: Accounts
Budget targets & history
Your targets and the months already tracked are kept. Tracking and off-track alerts pause, and pick up where they left off on the way back.
Seen on: Budget
Investment holdings for capital gains
Holdings, costs and purchase dates are kept exactly as entered; only the tax-aware analysis is locked.
Seen on: Capital gains
College savings plans
Each child's plan is kept in full and keeps projecting on every plan.
Seen on: College
Intake, cash flow and net worth
Your intake and every itemized line stay available on every plan, including free.
Seen on: Plan & printable summary

Educational tool — not investment, tax or legal advice.