Starter Plan — Build Your Financial Foundation

Designed for individuals who are ready to take control of their money. Get essential budgeting tools, automated tracking, and expert resources to start your wealth-building journey today.

Entry Level
$29
per month, billed annually
Get Started Now

No credit card required • Cancel anytime

Everything You Need to Start Smart

The Starter plan gives you the core tools and insights to understand your cash flow, build healthy habits, and make your first informed financial decisions.

Intelligent Budget Tracking

Connect your bank accounts securely to automatically categorize transactions, set spending limits, and visualize where your money goes each month.

Auto-Categorization Spending Limits Real-Time Sync

Monthly Financial Reports

Receive a detailed breakdown of your income, expenses, savings rate, and net worth trajectory. Includes actionable tips to improve your score.

Net Worth Tracking PDF Exports Trend Analysis

Basic Investment Tools

Access curated index fund recommendations, risk tolerance assessments, and simple portfolio allocation templates tailored for beginners.

Index Fund Picks Risk Quiz Allocation Templates

Mobile & Web Dashboard

Track your finances on-the-go with our award-winning mobile app. Set up notifications, receive alerts, and monitor goals from any device.

iOS & Android Push Notifications Cross-Device Sync

Designed For Your Next Chapter

The Starter plan is the perfect entry point if you're ready to take your first steps toward financial clarity.

🎓

Recent Graduates

Pay off student loans, build your first emergency fund, and establish healthy money habits early in your career.

💼

Young Professionals

Maximize your take-home pay, automate savings, and start investing for retirement without the guesswork.

🚀

Side Hustlers & Freelancers

Track irregular income, separate business & personal expenses, and plan for taxes with confidence.

Transparent Pricing & Terms

No hidden fees, no surprise charges. Just straightforward value for your financial journey.

Billing & Payment

  • $29/month when billed annually ($348/year)
  • $35/month if billed monthly
  • 14-day free trial on all paid plans
  • Secure payment via Stripe & PayPal
  • Invoices emailed automatically each cycle

Cancellation & Data

  • Cancel anytime with zero penalties
  • Instant downgrade to free tier upon cancellation
  • Export all your data as CSV/PDF before leaving
  • Data permanently deleted 30 days after account closure
  • Full refund within the first 30 days of billing

Starter Plan Questions

Everything you need to know before subscribing.

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Absolutely. You can upgrade at any time from your account dashboard. We'll prorate the remaining balance on your Starter plan and apply it to your new subscription seamlessly.
The Starter plan supports up to 5 linked accounts (checking, savings, credit cards, or loans). If you need more, the Professional plan allows unlimited connections.
Yes. We use read-only API connections, 256-bit encryption, and multi-factor authentication. We never store your bank login credentials, and we are SOC 2 Type II compliant.
Yes! We offer a 25% lifetime discount for verified students and registered non-profit organizations. Contact our support team with your documentation to apply.
If you don't upgrade to a paid plan, your account will automatically switch to our free tier with limited features. No charges will be applied unless you explicitly subscribe.

Ready to Take Control?

Join 50,000+ members using the Starter plan to build better financial habits. Your 14-day free trial starts now.