How to upgrade your plan

Get to know the Free, Pro, Business, and Enterprise plans, then upgrade in a few steps from the pricing page.

Available on all plans
FreeProBusinessEnterprise

You can upgrade your plan whenever your needs grow. On every plan your data is encrypted and each workspace is kept separate. Upgrading is completed from the pricing page through a secure checkout step.

The four plans at a glance

  • Free: Single user; enough to get started with the calendar, notes, and Finance (1 wallet), no card required.
  • Pro: The power pack for a single user: unlimited wallets, budget limits on all categories, News and Markets, email reminders.
  • Business: For teams of 2-10; billed per user, every user gets the full Pro features, includes a shared workspace and roles.
  • Enterprise: Custom pricing for 10+ users and corporate needs; talk to our sales team.

Upgrade from the pricing page

Go to the pricing page, choose the plan that fits you, and complete the checkout step. Once the upgrade is confirmed, the new features unlock right away. You can set your theme and language in your profile and strengthen your account with two-factor authentication (2FA).

Settings
ProUpgrade

Frequently asked questions

Can I change my plan later?

Yes. You can move to a higher plan at any time from the pricing page, and the new features become active after confirmation.

How is payment taken?

Payment is taken through the secure checkout step on the pricing page. Your data is encrypted and each workspace is kept separate. The Enterprise plan uses custom pricing; contact our sales team to get started.

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