Skip to content
Pricing

Start free. Upgrade when it pays off.

No card to begin. Cancel anytime. Every plan is encrypted and read-only.

MonthlyAnnual · save ~17%

Free

For getting started

$0/mo

  • All dashboards
  • Budgets & goals
  • 100 Advice AI messages / mo
  • Bank-level security
Most popular

Plus

For getting ahead

$10/mo

billed $120 annually

  • Everything in Free
  • Debt & portfolio tools
  • Deeper Advice AI + scenarios
  • Proactive alerts
  • Unlimited budgets & goals

Premium

For full command

$24/mo

billed $290 annually

  • Everything in Plus
  • Unlimited Advice AI depth
  • Household accounts
  • Priority guidance

Questions, answered

Is there really a free plan?+

Yes. The Free plan includes every dashboard, budgets and goals, and 100 Advice AI messages a month — no card required to start.

Can I cancel anytime?+

Anytime, from your settings. Paid plans are month-to-month (or annual if you choose), and you keep access until the end of the period.

How is my financial data protected?+

Bank connections are read-only via Plaid, access tokens are encrypted with AES-256-GCM, and your data is isolated per account at the database level. See our Security page.

Does Advice AI give financial advice?+

MoneyWealth AI provides grounded, educational information based on your real data — not personalized financial, investment, tax or legal advice.

What happens to my data if I cancel?+

You can export or delete your data anytime. Deleting your account disconnects your banks and purges your data.