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Account & Billing

Understand Plans and Limits

Use this guide to decide when free limits are enough and when to upgrade.

Steps

Follow these steps

A

Review free plan limits

Free plan supports core features with limits such as one income, three expenses, and one owned household.

B

Review subscriber limits

Subscribers unlock higher limits including more owned households and expanded resource usage.

C

Watch in-app limit indicators

Resource pages display upgrade actions when you hit a creation cap.

D

Upgrade from billing settings

Use billing page checkout options to move from free to paid when needed.

Tips

Helpful tips

Start free, upgrade at friction

Upgrade when limits begin slowing your normal monthly workflow.

Document household ownership needs

If you manage multiple planning contexts, check owned-household caps early.

Get Started

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Set up your household and start planning in minutes.