Understanding Your Plan

The free plan includes one active owned bank account, up to 10 recurring transaction rules, and 3-, 6-, or 12-month forecasts. You can still edit scheduling periods and categories. One-off transactions, scenarios, transfer rules, and account sharing are Pro features.

Pro removes the limits on owned bank accounts and recurring rules. It also unlocks one-off transactions, scenarios, transfers between your accounts, collaborator sharing, and forecast ranges up to five years. Open Settings and follow the upgrade prompts to subscribe.

If you have Gold access, it includes the same product features as Pro.

In Settings, use Manage or cancel to open your subscription settings, or use Restore purchases if you need to reconnect an existing purchase. If you return to Free, only one owned account remains active; extra accounts stay saved but are disabled until you upgrade again or choose a different account to keep active.