Plans
Start free. Upgrade when you want your accounts to sync or your year-end package.
Free
$0
Track expenses, import statements, and see your federal estimate.
- Manual entry and CSV import
- Auto-categorization rules
- Federal tax estimate
- Filing review checklist
- Up to 300 transactions per tax year
- Supported by ads
New accounts are closed.
Plus
$7/mo
or $59/year
Connect your bank and cards. Everything syncs.
- Everything in Free
- Bank and credit card sync, with balances and card checks
- Unlimited transactions
- Receipt storage
- Invoices with payment tracking
- Quarterly estimated-tax planner
- No ads
New accounts are closed.
Pro
$15/mo
or $129/year
Year-end processing and state tax, ready for your preparer or software.
- Everything in Plus
- Tax advisor: ranked moves that keep more money after tax
- Investment holdings by tax lot, with gain, loss, and wash-sale checks
- Year-end filing package (1040 worksheet, schedules, CSVs)
- Year close and lock
- State income tax estimate (Colorado)
- Multi-year history and carryforwards
- Priority support
New accounts are closed.
Prices in USD. Subscriptions renew automatically and can be canceled any time from the account page; access continues to the end of the paid period.