Reduce overspending and
keep more of what you make.
Building wealth has never
been so easy!
Personal |
Business Basic |
Business Advanced |
Business Premium |
Personal Finance Portfolio |
Businesses,
Non-Profits,
or Families |
Businesses and
Non-Profits |
Big Businesses
or People with
many Budgets |
$9/Month |
$16/Month |
$20/Month |
$29/Month |
1 Personal Portfolio
includes
- Set Up Wizard
- Multiple Accounts
- Basic Reports
- Import OFX file from Bank
- Flexible Funding features
- Unlimited # of Envelopes
|
All the basics
from Plan One
plus
- Guest Access for bookkeeper & accountant
- Business reporting
- Ability to add more Portfolios
- Switch Portfolio type
|
All the basics
from Plan One
plus
- 1 additional Portfolio
- Guest Access for bookkeeper & accountant
- Business reporting
- Ability to add more Portfolios
- Switch Portfolio type
|
All the basics
from Plan One
plus
- 4 additional Portfolios
- Guest Access for bookkeeper & accountant
- Business reporting
- Ability to add more Portfolios
- Switch Portfolio type
|
|
|
|
|