Your subscription includes the ability to connect multiple financial institutions, investment accounts, and all accounts under those institutions (such as checking, savings, credit cards, and more). You'll also get priority support and access to all Balance features.
Simple, affordable pricing
$40
/year
Connect all your accounts, bring in your investments, and have a holistic view of your finances.
Account Management
- Sync multiple financial institutions
- Connect investment accounts
- Automatic transactions sync
Transaction Intelligence
- Automatic transaction categorization
- Payments & Transfers detection
- Category Tracking
Analysis & Insights
- Transaction trends
- Daily Digests
- Low Balance Alerts
Customization & Search
- Custom Views
- Universal Search
- Granular Filtering
Pricing FAQs
What's included in the subscription?
Which countries is Balance available in?
Balance is currently available in the United States and Canada. We're working to expand to other countries soon. If you'd like to be notified when we launch in your country, please fill out this form.
Do you support multiple currencies?
Not at this time.
Do you support crypto wallets?
Not yet.
Do I need to share my bank credentials with you?
Absolutely not, and you shouldn't share your bank credentials with any app. We partner with Plaid, a trusted service, to securely connect your bank accounts to Balance. For most institutions, you'll use OAuth, the most secure method for connecting your accounts.
How do you ensure my financial data is secure?
We take extensive measures to secure your financial data, including encrypting sensitive information, enforcing HTTPS connections, and blocking compromised passwords. For a deeper dive into our security practices, check out our Security Overview.
What is your cancellation policy?
We offer a 30-day cancellation window. If you decide Balance isn't right for you within the first 30 days after subscribing, you can cancel and receive a full refund.
Have more questions? Reach out to us at [email protected].