Onboarding Checklist
Subscription Plan
Manage your subscription and view usage limits.
Free Plan
Basic net worth tracking with limited premium features
Active
No expiration
Current Plan Features
- Unlimited net worth tracking
- 3 real estate properties
- Basic financial tools
- Core retirement planning
Upgrade Benefits
- Unlimited real estate properties
- Advanced AI financial advisory
- Premium analytics & insights
- Priority customer support
- Advanced retirement projections
Current Usage
Real Estate Properties
0
/ 3 properties
Plaid API Calls
0
/ 20 calls
Profile Details
Update your profile information below.
Download Your Data
Download a copy of all your data before deleting your profile.
This will download a JSON file containing your profile, net worth data, bank accounts, retirement goals, real estate portfolio, and all budgeting information including expenses, income, and budget categories.
Authorized Users
Invite your spouse or family members to access your account.
Invite New User
Delete Your Profile
Permanently delete your account and all associated data.
Warning: This action cannot be undone. All your data will be permanently deleted.