See your spending, bills, goals, and net worth in one clear household dashboard.
Wealth Insight Sync helps individuals and households organize the financial picture that usually gets scattered across various bank apps, spreadsheets, notes, and mental reminders.
Create your account to choose a plan and complete onboarding in a single flow.
For informational and organizational purposes only. Not financial, investment, tax, or legal advice.
Household overview
Illustrative example household dashboard preview
Checking
$6,420
Savings
$18,250
Credit Card
$1,180
Investments
$42,940
This month
+$1,184
Cash flow snapshot
Upcoming bills
$1,920
Next 14 days
Savings goal
68%
Emergency fund progress
Household activity timeline
Illustrative example only
Consent request sent
Parents Household · 2h ago
Invite accepted
Secondary Household · 1d ago
Member access updated
Main Household · 2d ago
Monthly summary generated
Parents Household · 4d ago
Plans built for individuals, couples, and families
Choose the plan that fits your financial life - now and as it grows.
Start with Starter, Align, or Legacy. Get access in minutes and upgrade anytime as your household needs evolve.
Best for
Individuals, couples, and families
Flexibility
Upgrade anytime
Trial
14 days free
Start your 14-day free trial
Pick the plan that fits best and complete onboarding to unlock your personalized workspace.
Align
Shared planning + deeper insights
Cancel anytime
Why people switch
Many people want a clearer view of their overall finances.
Spending, bills, subscriptions, goals, and account balances often end up spread across different apps and routines. Wealth Insight Sync is designed to help organize those details in one place for easier review and day-to-day visibility.
Why consumers choose it
A financial organization platform that still feels approachable to use.
Wealth Insight Sync is designed to make it easier to review spending, bills, goals, and household activity in one place.
One place for spending, bills, and goals
Bring your core financial picture into one organized platform so you can stop jumping between apps and mental checklists.
Catch recurring expenses earlier
Spot subscriptions, monthly bills, and repeat spending patterns in one place for easier review.
Plan with your own numbers
Track savings progress and compare payoff paths using your linked data and inputs for informational planning support.
Start solo, expand to household planning
Begin with personal organization, then move into shared visibility for couples or broader household coordination later.
What this platform does
One place to see, organize, and stay on top of your household finances.
Wealth Insight Sync is a financial organization platform. It helps with visibility, budgeting, and household coordination. It does not replace personalized financial, tax, or legal advice.
Designed for financial organization across different household sizes.
Start simple now. Expand later as your household gets more complex.
You can start with a simpler setup and move into broader household coordination later if your needs change.
How it works
Set up your account and dashboard in four guided steps
The setup follows your sign-up and onboarding flow so you can start using the dashboard quickly.
Create your account and choose a plan
Start with Starter, Align, or Legacy based on how you want to organize your finances.
Complete onboarding and required acknowledgments
Finish setup details so your dashboard is configured for your selected plan.
Connect accounts or import your data
Add supported financial accounts or upload transactions to populate your workspace.
Use your dashboard and household setup tools
Review spending, budgets, goals, and household views according to your selected plan.
Pricing
Start with the level of planning you need today.
Start on your own, move into additional organization tools, or upgrade to shared household coordination when you need it.
Starter
for everyday money organization
Standard pricing $10
Align
for individuals and couples
Standard pricing $24
Legacy
for multi-gen households
Standard pricing $59
14-day free trial on all tiers.
Built with security, connection safety, and billing clarity in mind
See how account connections, billing, and data handling work upfront so you can decide whether Wealth Insight Sync feels right for your household.
Protected financial data
Your data is handled using security measures designed to help protect sensitive financial information.
Secure account connections
Connected accounts are handled through established third-party providers, and we do not store your bank login credentials.
Clear billing terms
You can review pricing before checkout and manage your subscription from your account settings or profile.
Compare plans
Choose the plan that fits your household
Compare the current features in Starter, Align, and Legacy side by side.
Connected accounts & transaction tracking
Spending insights & trend views
Budget planning & monitoring
Cash flow overview
Basic goals & financial checkups
Data export
Financial Health Score
Money Map Overview & Insights
Unlimited goal tracking & organization
Debt payoff and savings tracking tools
Financial summaries & reports
Multiple household members
Shared budgets and shared goals
Household activity timeline
Shared Money Map
Household-level visibility and insights
Household accounts
Total Member Profiles
| Feature | Starter | Align | Legacy |
|---|---|---|---|
| Connected accounts & transaction tracking | |||
| Spending insights & trend views | |||
| Budget planning & monitoring | |||
| Cash flow overview | |||
| Basic goals & financial checkups | |||
| Data export | |||
| Financial Health Score | — | ||
| Money Map Overview & Insights | — | ||
| Unlimited goal tracking & organization | — | ||
| Debt payoff and savings tracking tools | — | ||
| Financial summaries & reports | — | ||
| Multiple household members | — | — | |
| Shared budgets and shared goals | — | — | |
| Household activity timeline | — | — | |
| Shared Money Map | — | — | |
| Household-level visibility and insights | — | — | |
| Household accounts | Max 1 | Max 1 | Max 3 |
| Total Member Profiles | Max 1 | Max 2 | Max 10 |
FAQ
Common questions before you sign up
Is Wealth Insight Sync giving financial advice?
No. Wealth Insight Sync is for informational and organizational purposes only and does not provide financial, investment, tax, or legal advice.
Can I use it by myself before sharing access?
Yes. You can start with a solo setup and expand into shared household planning later if that fits your needs.
Can I manage billing from inside the app?
Yes. Billing details and subscription management are designed to be accessible from your account settings or profile area.
How do I cancel my subscription?
You can cancel your subscription at any time from your account settings. Cancelling your subscription stops future billing but does not retroactively refund charges that have already been processed.
Does Wealth Insight Sync access my bank login credentials?
No. If you choose to connect financial accounts, authentication is handled by Plaid, a third-party financial data provider. Wealth Insight Sync does not receive or store your bank username or password. Account connections are provided through Plaid and are subject to Plaid's own terms and privacy policies.
Get started
See your finances in one organized place.
Create your account to set up your dashboard and choose the plan that fits your household.