Understanding Your Plan

The free plan lets you create one bank account with unlimited transaction rules and entries. Collaborative access to accounts shared with you is included at no cost regardless of plan.

A paid subscription removes the one-account limit, letting you create as many bank accounts as you need. Open your account settings and follow the upgrade prompts to subscribe.

You can view, change, or cancel your subscription from the account settings page. If you cancel, your account reverts to the free plan at the end of the current billing period. Any accounts beyond the first are not deleted, but you will not be able to create new accounts until you are back within the free-plan limit.