Simple Pricing, Powerful Planning
Choose the plan that fits your financial goals. Built by a Big 4 CPA for Canadians.
Monthly
Annual
Essential
See your financial future 3 years ahead.
$
10
CAD / month
or $96/year (save $24)
Core Budgeting
5 bank accounts (chequing, savings, credit cards)
CSV import only (privacy-first, no Plaid)
Transaction categorization
Monthly budget tracking
3-Year Forecasting
See your bank balance 1-3 years from now
Add future income & expenses
Recurring transaction projections
Net Worth Tracking
Cash flow syncs to net worth tracker
See projected net worth 1-3 years ahead
Support
Email support (48-hour response)
Knowledge base tutorials & checklists
Most Powerful
Pro
Advanced tools for major life decisions.
$
25
CAD / month
or $240/year (save $60)
Everything in Essential, Plus:
25 bank accounts (for complex finances)
10-year cash flow forecasting (vs 3 years)
10-year net worth projections (vs 3 years)
What-If Scenario Builder Coming Q1 2026
Compare what-if scenarios side-by-side
Save & name scenarios for future reference
Scenario comparison dashboard with charts
Life Decision Templates Coming Q2 2026
🏡 Home Purchase Calculator
👶 Having Kids Financial Planner
💼 Career Change Analyzer
💸 Mortgage Payoff Optimizer
Advanced Tax Calculators Coming Q2 2026
Personal Tax Estimator (federal + provincial)
RRSP vs TFSA Optimizer
Capital Gains Tax Calculator
Priority Support
Priority email (24-hour response)
20% discount on hourly rate with designated CPA
Early access to new templates
Feature Comparison
| Feature | Essential | Pro |
|---|---|---|
| Bank Accounts | 5 accounts | 25 accounts |
| CSV Import (Privacy-First) | ✓ | ✓ |
| Transaction Categorization | ✓ | ✓ |
| Monthly Budget Tracking | ✓ | ✓ |
| Cash Flow Forecasting | 3 years | 10 years |
| Net Worth Tracking with Forecast | 3-year projections (syncs with cash flow) | 10-year projections (syncs with cash flow) |
| What-If Scenario Builder | — | ✓ Coming Q1 2026 |
| Life Decision Templates 🏡 Home Purchase, 👶 Having Kids, 💼 Career Change, 💸 Mortgage Payoff |
— | ✓ Coming Q2 2026 |
| RRSP vs TFSA Optimizer | — | ✓ Coming Q2 2026 |
| Personal Tax Estimator | — | ✓ Coming Q2 2026 |
| Capital Gains Tax Calculator | — | ✓ Coming Q2 2026 |
| Email Support | 48-hour response | Priority 24-hour response |
| 20% Discount on CPA Hourly Rate | — | ✓ |