Every plan includes a 14-day free trial. Start with everyday budgeting, add deeper financial planning, or manage money together as a household.
All prices in Canadian dollars. Cancel anytime.
Core
Stay on top of everyday spending.
Build your budget, track bills, and keep your spending organized.
$5.99CAD / month
Billed annually at $71.88 after your 14-day free trial.
Save 33% vs monthly
Connect up to 2 accounts — one institution can hold several accounts; Core allows 2 accounts across up to 2 institutions
Build your budget and track spending
Recurring bills and subscriptions
Transaction search and categorization
Standard financial goals
Recommended
Advanced
See the bigger picture. Plan further ahead.
Bring all your accounts together and connect everyday decisions to your net worth, debt payoff, and retirement plans.
$8.99CAD / month
Billed annually at $107.88 after your 14-day free trial.
Save 40% vs monthly
Everything in Core, plus:
Unlimited connected accounts
Track your net worth
Investment account tracking
Debt payoff planning
Cash flow forecasting
Retirement planning with CPP and OAS
Family
Manage money together.
Get everything in Advanced, with shared budgets and a household view for up to five members.
$14.99CAD / month
Billed annually at $179.88 after your 14-day free trial.
Save 40% vs monthly
Everything in Advanced, plus:
Up to 5 household members, including you
Shared household budgets
Shared household view
Switch between personal and household views
A credit card is required to start your trial. You will not be charged until the trial ends. Listed prices exclude applicable taxes (GST/HST/PST).
14-day trial, then cancel anytime. After you subscribe, annual plans can request a refund for unused months through support. See the Terms of Service for the full terms.
Feature
Core
Advanced
Family
Accounts
Connected accounts (Flinks or Plaid)
Up to 2 accounts across up to 2 institutions
Unlimited
Unlimited
Manual accounts and CSV import
Yes
Yes
Yes
Budgeting and goals
Budgeting and spending tracking
Yes
Yes
Yes
Recurring bills and subscriptions
Yes
Yes
Yes
Transaction search and categorization
Yes
Yes
Yes
Financial goals
Standard goals (individual targets)
Standard plus advanced (multi-step programs)
Standard plus advanced (multi-step programs)
Planning
Spending and cash-flow trends
Yes
Yes
Yes
Investment tracking, including TFSA, RRSP, FHSA, and RESP
—
Yes
Yes
Track your net worth
—
Yes
Yes
Cash flow forecasting
—
Yes
Yes
Debt payoff planning
—
Yes
Yes
Retirement planning with CPP and OAS
—
Yes
Yes
CSV export
—
Yes
Yes
Access
Web app, including on a phone
Yes
Yes
Yes
Native iOS and Android apps
Internal beta — not in public stores
Internal beta — not in public stores
Internal beta — not in public stores
Household
Household members
—
—
Up to 5, including the subscriber
Shared household view and budgets
—
—
Yes
Switch between personal and household views
—
—
Yes
Questions about plans and billing
Find out how the trial works, what each plan includes, and what happens when you subscribe or cancel.