Prosperity - Spend on Purpose

Reduce overspending and
keep more of what you make.
Building wealth has never
been so easy!

Personal

Business Basic

Business Advanced

Business Premium

Personal Finance Portfolio

Businesses,
Non-Profits,
or Families

Businesses and
Non-Profits

Big Businesses
or People with
many Budgets

$9/Month
(First 30 Days Free)

$16/Month
(First 30 Days Free)

$20/Month
(First 30 Days Free)

$29/Month
(First 30 Days Free)

1 Personal Portfolio

includes

  • Set Up Wizard
  • Multiple Accounts
  • Basic Reports
  • Import OFX file from Bank
  • Flexible Funding features
  • Unlimited # of Envelopes

All the basics
from Plan One

plus

  • Guest Access for bookkeeper & accountant
  • Business reporting
  • Ability to add more Portfolios
  • Switch Portfolio type

All the basics
from Plan One

plus

  • 1 additional Portfolio
  • Guest Access for bookkeeper & accountant
  • Business reporting
  • Ability to add more Portfolios
  • Switch Portfolio type

All the basics
from Plan One

plus

  • 4 additional Portfolios
  • Guest Access for bookkeeper & accountant
  • Business reporting
  • Ability to add more Portfolios
  • Switch Portfolio type

Sign Up for One Portfolio

Sign Up for Two Portfolios

Sign Up for Three Portfolios

Sign Up for up to Five Portfolios

Each plan comes with a free 30 day trial. At the end of your first 30 days you will have the option
of cancelling your account or continuing on with one of our four great plans.