BudgetR pricing

Start with Personal. Add tax planning or trading analytics when you need them.

Personal

Available

Everyday money, cash flow and debt payoff.

$9.99/mo

or $79/yr · 14-day free trial

Accounts, balances and bank sync
Bills, paydays and a cash-flow forecast
Annual budget and spending review
Debt payoff comparison
Selected account sharing and a joint household plan

Request access See Personal

Tax

Opening soon

Everything in Personal, plus year-round tax planning.

$19.99/mo

or $159/yr · 14-day free trial

Income, business activity and deductions
Federal tax projection with source records
Loss carryforwards and recorded payments
JSON and CSV export for review

Trader

Opening soon

Everything in Tax, plus active-trading analytics.

$24.99/mo

or $199/yr · 14-day free trial

Daily P&L journal with Schwab sync
Fee schedules and return metrics
Performance separated from deposits
Gamma views

Questions

Is there a free trial?: Yes. The trial starts after your account is approved, and no credit card is needed to start it.
Does Personal cover my household?: Eligible Personal plans cover household members you invite. The original payer remains responsible for the subscription. Tax and Trader access is individual.
Can I try it before signing up?: Yes. The demo uses sample accounts, bills and spending, and does not need a bank connection.
How do I cancel?: Manage or cancel your subscription from Billing at any time.