Quick Facts
Free
Pricing
17,000+
Bank Connections
Features & Capabilities
Category Tracking
Goal Setting
Bill Reminders
Credit Score
Investment Tracking
Key Features
Investment tracking
Retirement planner
Fee analyzer
Net worth tracking
401k fee checker
Portfolio analysis
Pricing Details
Plan Type:
Free
Pros and Cons
Pros
- Completely free
- Excellent investment tools
- Retirement planning
- Fee transparency
- Portfolio rebalancing suggestions
Cons
- Limited budgeting features
- Advisor sales calls
- Focus on high net worth
Last updated: 10/29/2025