ACCOUNT PLANS
Your money, in one clear view
A complete personal finance toolkit for one person, without limits on financial accounts.
For personal use. Commercial entities and Joint collaboration are not included.
For two people planning together
Keep money private where you want it and manage shared finances in a separate Joint profile.
2 members in total, including the owner. Personal records stay private unless shared.
More people. More possibilities.
Bring up to five people together with unlimited entities and advanced tools to understand your financial progress.
5 members in total, including the owner. No commercial entity cap; platform safeguards apply.
Prices are US-dollar reference prices. Apple App Store or Google Play will show the final local price, tax, renewal terms, and cancellation controls before confirmation. Annual prices shown per month are billed as one annual payment.
| Features | Essential | Smart | Pro |
|---|---|---|---|
| Members | 1 | 2 | 5 |
| Unlimited financial accounts, transactions, budgets, and savings goals | Included | Included | Included |
| Multi-currency tracking, imports, exports, and reports | Included | Included | Included |
| Holdings, properties, debt planning, and cash-flow forecasts | Included | Included | Included |
| A private Personal profile for each member and a separate Joint profile | Not included | Included | Included |
| Business and rental-property entities | Not included | 5 | Unlimited |
| Choose which accounts and entities to share | Not included | Included | Included |
| Wealth-change analysis with supporting records | Not included | Not included | Included |
| Financial calendar heatmap and entity money flows | Not included | Not included | Included |
| Light and Pro interface modes | Included | Included | Included |
| Connected AI assistants | Included | Included | Included |
ONE PLAN, TWO INTERFACES
Light and Pro use the same records. Switch in one click without moving or losing data.
Cash flow, activity, accounts, assets, and the essentials needed for routine decisions.
Planning views, reconciliation, portfolio context, and detailed reports.
Light and Pro are view modes included with every plan. They are not separate subscriptions, and switching does not change your plan.