Start with a plan. Add the tracking depth you need.
Build your free My Money Plan, use Core for live balance tracking, or choose Power for budgeting and transaction insights.
Free builds the roadmap. Core and Power keep it moving.
Want to verify your institution before you sign up?
Build a practical roadmap for debt payoff, cash reserves, savings goals, and retirement before you connect accounts.
Free
Start with My Money Plan and upgrade only when you want linked accounts and live progress tracking.
- My Money Plan workspace with Overview and What to Do Now
- Money Flow, Debt Paydown, Cash & Savings, and Retirement planning views
- Personalized roadmap for goals, debts, emergency reserves, and long-term independence
- No linked account tracking or live My Money account surfaces yet
Connect eligible accounts and turn your plan into live tracking for balances, debt, investments, and net worth.
$29.99/yr
$2.50/mo billed annually
Save $5.89/yr vs monthly
Monthly option: $2.99/mo
- Dashboard, Net Worth Tracker, Cash Accounts, Investment Accounts, and Liabilities
- Plaid linking enabled for eligible accounts, up to 8 linked institutions
- Live balance and snapshot tracking for eligible cash, debt, and investment accounts
- Weekly Plan Pulse with one balance observation and one plan-aware next step
- 30-day free trial before billing starts
- No transaction activity, budget, holdings, or investment activity at this tier
Direct your cash flow with budgeting, transaction review, recurring activity, merchant insights, and transfers.
$99.99/yr
$8.33/mo billed annually
Save $19.89/yr vs monthly
Monthly option: $9.99/mo
- Everything in Core
- Budget and Transactions sections
- Merchant Analysis, Recurring Activity, and Transfers sections
- Transaction-enabled activity for cash and debt account detail views
- Cash-flow and spending workflows that connect daily activity to your plan
Extend into portfolio surfaces when holdings and investment activity launch.
$149.99/yr
$12.50/mo billed annually
Save $29.89/yr vs monthly
Monthly option: $14.99/mo
- Everything in Power
- Holdings and Investment Activity sections
- Investment account activity unlocked
- Built for portfolio analysis and investment activity workflows
- Coming soon
Power Annual includes Core tracking plus budgeting and transaction insights for $99.99/yr, works out to $8.33/mo, and saves $19.89/yr each year compared with monthly.