Free
$0.00
Free foreverPlans
Compare plans
Find the right plan for how you organize and share your finances.
Every new user starts with 7 days free, all features, and 20 AI interactions total — no card required, one time only.
Your subscription is monthly with automatic billing. Cancel anytime with no cancellation fee.
Pro
$3.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
Premium
$5.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
Investor
$13.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
| Feature | Free$0.00Free forever | Pro$3.99/moAutomatic monthly billingCancel anytime with no cancellation fee. | Premium$5.99/moAutomatic monthly billingCancel anytime with no cancellation fee. | Investor$13.99/moAutomatic monthly billingCancel anytime with no cancellation fee. |
|---|---|---|---|---|
| Plan and subscription | ||||
| Price | $0.00 | $3.99/mo | $5.99/mo | $13.99/mo |
| Billing | — | Monthly, automatic | Monthly, automatic | Monthly, automatic |
| Automatic renewal | — | |||
| Cancellation | — | Anytime, no fee | Anytime, no fee | Anytime, no fee |
| Trial for new users | ||||
| Trial duration | 7 days | 7 days | 7 days | 7 days |
| Access during trial | All commercial features | All commercial features | All commercial features | All commercial features |
| Investment insights and analysis | ||||
| Card required to start trial | No card required | No card required | No card required | No card required |
| Trial availability | One time per account | One time per account | One time per account | One time per account |
| AI interactions during trial | 20 interactions total during the trial | 20 interactions total during the trial | 20 interactions total during the trial | 20 interactions total during the trial |
| Financial management | ||||
| Personal workspace | ||||
| Financial accounts (active)On the Free plan, only active accounts count toward the limit. Archived or inactive accounts do not consume the quota. | Up to 2 | Up to 50 | Up to 50 | Up to 50 |
| Statement | ||||
| Income and expenses | ||||
| Categories | ||||
| Financial calendar | ||||
| Dashboard | ||||
| Reports | Basic | |||
| Cards and invoices | ||||
| Credit card management | ||||
| Invoices | ||||
| Advanced card and invoice features | ||||
| Reminders and notifications | ||||
| Bill and due date reminders | ||||
| In-app notifications | ||||
| Email reminders | ||||
| Collaboration | ||||
| Create shared workspace | ||||
| Maximum shared workspaces | 0 | Up to 2 | Up to 10 | Up to 10 |
| People per shared workspaceThe limit includes the workspace owner. Pending invites count toward the limit; declined, expired, or canceled invites do not. | — | Up to 5 | Up to 30 | Up to 30 |
| People management | ||||
| Permissions | ||||
| Import and export | ||||
| Import | ||||
| Export | ||||
| DashyBot / artificial intelligence | ||||
| DashyBot scope | — | — | Financial analysis and assistance | Financial analysis + investments |
| Interactions after trial | — | — | 100 interactions/month (non-cumulative) | 300 interactions/month (non-cumulative) |
| Investment insights and analysisInvestment insights and analyses are individual to each user and are not automatically shared with other workspace members. | ||||
| Additional interactions* | — | — | Available | Available |
On Pro, Premium, and Investor plans, you can have up to 50 active financial accounts. Archived or inactive accounts do not count toward the limit.
* Additional interactions can be purchased separately. Your plan's monthly allowance is used first; purchased additional interactions remain available in later months while you still have a balance.
Plan and subscription
Price
- Free
- $0.00
- Pro
- $3.99/mo
- Premium
- $5.99/mo
- Investor
- $13.99/mo
Billing
- Free
- —
- Pro
- Monthly, automatic
- Premium
- Monthly, automatic
- Investor
- Monthly, automatic
Automatic renewal
- Free
- —
- Pro
- Premium
- Investor
Cancellation
- Free
- —
- Pro
- Anytime, no fee
- Premium
- Anytime, no fee
- Investor
- Anytime, no fee
Trial for new users
Trial duration
- Free
- 7 days
- Pro
- 7 days
- Premium
- 7 days
- Investor
- 7 days
Access during trial
- Free
- All commercial features
- Pro
- All commercial features
- Premium
- All commercial features
- Investor
- All commercial features
Investment insights and analysis
- Free
- Pro
- Premium
- Investor
Card required to start trial
- Free
- No card required
- Pro
- No card required
- Premium
- No card required
- Investor
- No card required
Trial availability
- Free
- One time per account
- Pro
- One time per account
- Premium
- One time per account
- Investor
- One time per account
AI interactions during trial
- Free
- 20 interactions total during the trial
- Pro
- 20 interactions total during the trial
- Premium
- 20 interactions total during the trial
- Investor
- 20 interactions total during the trial
Financial management
Personal workspace
- Free
- Pro
- Premium
- Investor
Financial accounts (active)
On the Free plan, only active accounts count toward the limit. Archived or inactive accounts do not consume the quota.
- Free
- Up to 2
- Pro
- Up to 50
- Premium
- Up to 50
- Investor
- Up to 50
Statement
- Free
- Pro
- Premium
- Investor
Income and expenses
- Free
- Pro
- Premium
- Investor
Categories
- Free
- Pro
- Premium
- Investor
Financial calendar
- Free
- Pro
- Premium
- Investor
Dashboard
- Free
- Pro
- Premium
- Investor
Reports
- Free
- Basic
- Pro
- Premium
- Investor
Cards and invoices
Credit card management
- Free
- Pro
- Premium
- Investor
Invoices
- Free
- Pro
- Premium
- Investor
Advanced card and invoice features
- Free
- Pro
- Premium
- Investor
Reminders and notifications
Bill and due date reminders
- Free
- Pro
- Premium
- Investor
In-app notifications
- Free
- Pro
- Premium
- Investor
Email reminders
- Free
- Pro
- Premium
- Investor
Collaboration
Create shared workspace
- Free
- Pro
- Premium
- Investor
Maximum shared workspaces
- Free
- 0
- Pro
- Up to 2
- Premium
- Up to 10
- Investor
- Up to 10
People per shared workspace
The limit includes the workspace owner. Pending invites count toward the limit; declined, expired, or canceled invites do not.
- Free
- —
- Pro
- Up to 5
- Premium
- Up to 30
- Investor
- Up to 30
People management
- Free
- Pro
- Premium
- Investor
Permissions
- Free
- Pro
- Premium
- Investor
Import and export
Import
- Free
- Pro
- Premium
- Investor
Export
- Free
- Pro
- Premium
- Investor
DashyBot / artificial intelligence
DashyBot scope
- Free
- —
- Pro
- —
- Premium
- Financial analysis and assistance
- Investor
- Financial analysis + investments
Interactions after trial
- Free
- —
- Pro
- —
- Premium
- 100 interactions/month (non-cumulative)
- Investor
- 300 interactions/month (non-cumulative)
Investment insights and analysis
Investment insights and analyses are individual to each user and are not automatically shared with other workspace members.
- Free
- Pro
- Premium
- Investor
Additional interactions*
- Free
- —
- Pro
- —
- Premium
- Available
- Investor
- Available
On Pro, Premium, and Investor plans, you can have up to 50 active financial accounts. Archived or inactive accounts do not count toward the limit.
* Additional interactions can be purchased separately. Your plan's monthly allowance is used first; purchased additional interactions remain available in later months while you still have a balance.