

What’s included
Everything Plus offers, including:- Automatic sync of your accounts (open banking)
- PPRs and mutual funds without the Free plan limit
- Loan and credit management
- Full net-worth history
- Access to your finances from Claude and ChatGPT (the AI assistant connector)
Bank connections during the trial
During the trial you can create up to two bank connections via automatic sync — each connection brings in every account you authorize at that bank. To connect more banks, subscribe to Plus.What happens after 14 days
Before the trial ends, we email you a reminder if you haven’t added a payment method yet. If you don’t subscribe, your account automatically returns to the Free plan:- Automatic bank connections are suspended and stop syncing.
- The data you’ve already synced is kept and stays available to view.
- Access through the AI assistant connector stops working, even if it’s already set up in Claude or ChatGPT.