Simple pricing that grows with you
Start free with manual tracking. Upgrade whenever you want automatic bank sync, taxes and planning. Cancel anytime.
Free
$0
Free forever
Manual tracking to get your whole picture in one place.
- Net-worth dashboard
- Manual accounts & holdings
- Budgeting & transactions
- CSV / OFX import
- Two-factor authentication
Basic
$6/mo
billed yearly — save ~20%
Unlock planning, taxes and advanced investing tools.
- Everything in Free
- Taxes & tax guidance
- Life planning & Monte Carlo
- 529 plans & stock options
- Dividends, DRIP & tax lots
- Advanced analytics
Most popular
Basic + Bank Sync
$10/mo
billed yearly — save ~20%
Everything in Basic, kept up to date automatically.
- Everything in Basic
- Automatic bank & brokerage sync
- Auto-imported transactions
- Balances refreshed for you
Advanced
$15/mo
billed yearly — save ~20%
The complete Paiso for complex households.
- Everything in Bank Sync
- Dual-income planning
- All current & upcoming features
- Priority support
Questions
- Is the free plan really free?
- Yes. Manual tracking, your net-worth dashboard, budgeting and imports are free forever — no credit card required.
- Can I change plans later?
- Anytime, from Settings. Upgrade for bank sync, taxes and planning, or downgrade if your needs change.
- How does bank sync work?
- Bank Sync connects your banks and brokerages through Plaid to keep balances and transactions up to date automatically.