This is the Dashboard you’ll see every day — your budget, at a glance.
Two tiers. Pick the one that fits — switch anytime, prorated automatically.
Get Started
Lite
Just $3.33/mo billed annually · Cancel anytime
- ✅ Unlimited budget categories & monthly Fund-the-Month allocation
- ✅ Full expense register — search, sort, and bulk-edit
- ✅ Income and recurring bills tracking
- ✅ Live bank sync (powered by Plaid) — 1 connected account*
- ✅ Smart CSV import from your bank
- ✅ Sales tax tracker (for no-income-tax states)
- ✅ AI-powered insights
- ✅ Automatic daily backups of your data
Full Access
Pro
Just $6.58/mo billed annually · Save $28/yr
About the cost of one coffee a week for the whole system.
Everything in Lite, plus:
- ✅ Up to 6 accounts, all with live bank sync*
- ✅ Debt payoff planner, amortization & progress reports
- ✅ Net Worth, investments & cash-flow forecasting
- ✅ The Long View — long-term financial planning
- ✅ Schedule C business tax tracking
- ✅ Bank reconciliation & compare-two-accounts
- ✅ Receipt scanning & AI auto-categorize
- ✅ Reserves, Dreams, and the “Can I Afford This?” simulator
- ✅ Full Print Center — all 20+ reports
✓ 7 days free · No charge during your trial · Cancel anytime
* Live Bank Sync is powered by Plaid, a secure bank-connection service, and is included free with your plan. CSV import is always free, too.
Why subscription, not one-time?
Your data is synced across devices, backed up automatically, and always gets the latest features. A subscription keeps the lights on and keeps the app honest — no ads, no reselling your data, no gimmicks. Just a clean tool that does its job, every month.
What you will never pay for:
- ❌ No ads — ever
- ❌ No data collection or bank-login scraping
- ❌ No confusing feature walls — both tiers clearly list exactly what’s included
- ❌ No surprise price increases without notice
- ❌ No hassle if you cancel — we just want you to try it first
Is this here to stay?
A fair question to ask of any small app. Here’s the honest answer:
- Your data is always yours. Export or back up everything in one tap — you’re never locked in.
- Built on a system that’s worked for 40+ years — not a trend that disappears next quarter.
- Backed by an established company: Personal Solutions Northwest LLC, Saint Helens, Oregon.
- On the App Store and Google Play — it passed Apple’s and Google’s review.
- You reach a real person. Email the founder directly at support@thegettingaheadguidebook.com.