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PLANS & BILLING

Free, Pro, and Team: what's the difference?

Free gets you the full 12-step wizard and unlimited budgets. Pro adds the summary dashboard + exports. Team adds shared household budgets.

3 min read

Free

  • Unlimited budgets with cloud save.
  • Full 12-step wizard: debt, shelter, savings, investments, discretionary.
  • Debt payoff calculator with debt-free date.
  • Retirement + investment projections.
  • Smart Allocate auto-distribution.
  • Quick Mode + budget rollover.

Pro ($5/mo)

  • Everything in Free.
  • Budget Summary dashboard with 50/30/20 health analysis.
  • PDF, Excel, and CSV export.
  • Financial goal tracking.
  • Net worth tracker with monthly snapshots.
  • Month-over-month trends + annual overview.
  • Priority support.

Team ($9/mo)

  • Everything in Pro.
  • Invite your household into the same budgeting workspace.
  • Shared household budgets.
  • Priority support.