Free Plan
A household Monthly Plan you can keep.
Goals and taxes sit with incomes and expenses in one household workspace. The demo opens without an account.
How it works
Three steps
- A
Try the demo
Sample incomes, expenses, taxes, and goals.
- B
Put the largest numbers in first
Most important income and core expenses first.
- C
Read surplus on the dashboard
The Sankey draws planned money through the month.
Capabilities
What this page covers
A real household plan
Goals and tax tracking sit on the Monthly Plan.
- Good for households keeping a monthly picture.
- More realistic net and goals-aware plan.
- Learn the workflow in the demo.
Limits you can see
Limits show in the product when you reach them.
- 5 incomes, 15 expenses, 1 household.
- Limits show in the product when you hit them.
- Help Center covers the current caps.
Demo first if you want
The demo is a practice workspace. It does not need an account.
- Open the demo without logging in.
- Pick practice mode or a saved setup.
- Demo rows stay in the demo.
FAQ
Common questions
Do I need an account to try it?
No. The demo opens without an account.
What does the first plan include?
5 incomes, 15 expenses, 1 household, plus goals and taxes.
Where do limits show?
In the product when you reach a cap, and in Help Center.
Demo or login first?
Demo to learn the workflow. Log in if you already have an account.