Frequently asked questions:
Can my partner join my account?
Yes! You can invite a partner and any number of dependents to your household at no extra cost. You and your partner will each get your own login and a joint understanding of your finances.
Is a credit card required to sign up?
Yes. At the end of the sign up flow you have the choice to select our Premium or Platinum tier and will get immediate access to the dashboard.
If you select a call instead, we won't charge your card. But, after the call if you're ready to sign up it's an easy flip of a switch since you've already provided the details.
Is there a discount for an annual plan?
Yes! We offer discounts on annual plans paid up front. Our goal is to make it incredibly easy for you to plan your finances -- including choosing the best tools to help you with your money!
Why is there no free trial?
We make an investment in our members to give them an exceptional service experience from day one.
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