Pricing & Refunds

What's free

Everything except connecting a bank. On the free plan you can import transactions by CSV, add custom accounts, categorize, reconcile, build reports and export them, with unlimited workspaces and unlimited team members, and no credit card.

Annual plan

For $40 USD/year per workspace, you can link unlimited banks so transactions pull in automatically.

Billing is per workspace, so a workspace only needs a subscription once you want to connect a bank in it. Workspaces you never link a bank to stay free.

Refund policy

If you're not satisfied with your purchase, request a refund within 7 days of your purchase date.