Question 1

Does one bank connection mean only one account?

Accepted Answer

No. A connection is a single bank login, and you choose which of its accounts to bring in: one, several, or all of them, across checking, savings and credit cards. Connect Chase once and pull in every account you want, not just a single card.

Question 2

How good is the categorization, really?

Accepted Answer

Good enough that most weeks you are confirming rather than sorting, and honest enough to tell you when it is guessing. Every category carries a confidence tier and a reason, so you can see exactly what we matched on. Anything below high confidence goes to a review queue instead of quietly into your books.

Question 3

What happens when it gets something wrong?

Accepted Answer

You change it, and that change sticks: an automatic category never overwrites one you set. If the same merchant keeps landing wrong, turn your correction into a rule and it applies to every matching transaction from then on, and to the ones already in your ledger if you want.

Question 4

Which features come with which plan?

Accepted Answer

All of them, on every plan. Rules, statements, analytics, the review queue and exports are never held back for a bigger plan. Plans differ by how many connected banks and users they include, and Pro adds priority support.

Question 5

Can I change plans later?

Accepted Answer

Yes. Upgrade or downgrade any time from the billing portal, which opens from "Manage billing" in the sidebar. Your limits move with the plan straight away.

Question 6

Is my financial data secure?

Accepted Answer

Your bank credentials go to Plaid, never to us, and our access is read-only, so nothing here can move money. Data is encrypted in transit and at rest, and each business's books live in their own isolated database schema. No system is perfectly secure, so we publish exactly what we do and do not do.

Question 7

Which banks do you support?

Accepted Answer

We connect through Plaid, which covers thousands of banks and credit unions across the US, including every major institution. You can check for yours during signup, before you pay anything.

Question 8

What if I want to leave?

Accepted Answer

Cancel from the billing portal whenever you like, and export everything first: transactions, categories, rules and statements, all formats in one download. We would rather you leave with your books than be kept by the cost of rebuilding them.

Pricing built around how much you have to keep track of

What each plan costs

Who each plan is for

Every plan includes