Personal and family budgets
Self / Household
Bring your home budget out of the spreadsheet.
$19/ month
For individuals and households who want one source of truth for cashflow, bills, sinking funds, and quick expense capture.
Spreadsheet import and recurring budget setup Household dashboard with D3 cashflow and category charts Quick-add expense capture for day-to-day spending Dark and light mode with staged deployment support Coaches, advisors, and service businesses
Client to Customer
Manage budgets for the people you serve.
$79/ month
For businesses helping customers plan spending, coach toward goals, or deliver budgeting as a recurring service.
Multiple customer budget workspaces Import-first onboarding from client spreadsheets Stripe subscription scaffolding for managed accounts Designed to expand into Plaid-connected monitoring Families teaching kids how money works
Parent to Child
Build money habits with shared visibility.
$12/ month
For parents who want allowances, spending guardrails, and simple charts kids can understand.
Shared family view with kid-friendly categories Allowance and transfer-friendly budget model Quick-add capture for teaching moments in the moment Ready for future linked-card and account integrations