See what each plan includes for account tracking, budgeting, organization, and household visibility.
This page shows the tools available in Starter, Align, and Legacy. Each tier adds broader financial review, organizational views, and household visibility features while keeping the platform focused on informational use.
Account visibility
Review supported connected accounts, balances, recent transactions, and account-level activity from one place.
Budgeting and cash flow
View category budgets, spending activity, and monthly income and expense summaries.
Household coordination
Support personal use first, then add shared views, shared budgets, and broader household visibility in higher tiers.
Plans built to scale with the household
A More Detailed View of what each tier actually includes
Each plan below lists the product functionality included at that tier, followed by a comparison table for faster review.
Starter
For individuals getting organized
Simple foundation
$7/month at launch
A starting tier for reviewing connected accounts, transactions, budgets, and monthly cash flow in one place.
Connected accounts & transaction tracking
Review supported connected accounts, balances, and spending/income activity from one dashboard.
Budget organization and tracking
Set category budgets, monitor progress, and review how spending compares over time.
Monthly cash flow snapshot
View income and expenses together to better understand monthly movement.
Core insights and trend views
Review categorized spending, recurring activity, and changes in spending patterns.
Bill Reminders & SMS/Email Alerts
Stay aware of upcoming bills with reminders and optional SMS or email alerts tied to your due dates.
Align
For couples or power users
Most popular
$15/month at launch
Everything in Starter, plus broader financial review, organizational views, and summary tools.
Financial Health Score
Review a platform-generated score based on available account activity and user-provided inputs.
Money Map
See a visual view of how accounts, cash flow, debt, and goals fit together.
Deeper spending insights and alerts
Get more visibility into recurring charges, category shifts, and notable spending changes.
Goal organization and progress tracking
Organize savings and payoff goals, monitor progress, and keep supporting details in one place.
Debt and savings tracking tools
Track balances, payoff progress, and savings momentum for informational review.
Savings tracking
Track balances, payoff progress, and savings momentum for informational review.
Legacy
For larger or multi-member households
Shared coordination
$39/month at launch
Everything in Align, plus broader household coordination tools for shared visibility across more members.
Multiple household members
Support a broader household setup with visibility for more participating members.
Shared budgets and goals
Review shared household budgets and goals across multiple people from one coordinated workspace.
Household activity timeline
See updates, changes, and shared household activity in one timeline.
Shared Money Map
Review a broader money map across participating members and connected accounts.
Household-level summaries
See balances, organizational views, and trend summaries at a broader household level.
14-day free trial on all plans.
Compare Plans
See what is included in each plan
Compare features across Starter, Align, and Legacy.
Connected accounts & transaction tracking
Spending insights & trend views
Budget planning & monitoring
Cash flow overview
Bill Reminders + SMS/Email Alerts
Basic goals & financial checkups
Data export
Financial Health Score
Money Map Overview & Insights
Unlimited goal tracking & organization
Debt payoff and savings tracking tools
Financial summaries & reports
Multiple household members
Shared budgets and shared goals
Household activity timeline
Shared Money Map
Household-level visibility and insights
Household accounts
Total Member Profiles
| Feature | Starter | Align | Legacy |
|---|---|---|---|
| Connected accounts & transaction tracking | |||
| Spending insights & trend views | |||
| Budget planning & monitoring | |||
| Cash flow overview | |||
| Bill Reminders + SMS/Email Alerts | |||
| Basic goals & financial checkups | |||
| Data export | |||
| Financial Health Score | — | ||
| Money Map Overview & Insights | — | ||
| Unlimited goal tracking & organization | — | ||
| Debt payoff and savings tracking tools | — | ||
| Financial summaries & reports | — | ||
| Multiple household members | — | — | |
| Shared budgets and shared goals | — | — | |
| Household activity timeline | — | — | |
| Shared Money Map | — | — | |
| Household-level visibility and insights | — | — | |
| Household accounts | Max 1 | Max 1 | Max 3 |
| Total Member Profiles | Max 1 | Max 2 | Max 10 |
Trust and safeguards
Understand how account connections, data handling, and informational platform outputs work.
These points explain account connections, data handling, and how platform information should be understood.
Connected account access is supported through third-party financial data providers.
Wealth Insight Sync does not receive or store your bank username or password.
Scores, summaries, alerts, and other platform outputs are for informational and organizational use only.
The platform does not provide financial, investment, tax, or legal advice.