Wealth Insight Sync
Financial organization platform
See what each plan includes for account tracking, budgeting, organization, and household visibility.
This page shows the tools available in Starter, Align, and Legacy. Each tier adds broader financial review, organizational views, and household visibility features while keeping the platform focused on informational use.
Account visibility
Review supported connected accounts, balances, recent transactions, and account-level activity from one place.
Budgeting and cash flow
Track category budgets, spending progress, and monthly income versus expenses with simple review tools.
Household coordination
Support personal use first, then add shared views, shared budgets, and broader household visibility in higher tiers.
Plans built to scale with the household
Compare what each tier actually includes.
Each plan below lists the product functionality included at that tier, followed by a comparison table for faster review.
Simple foundation
Starter
For individuals getting organized
Starting at
$5/month at launch
A starting tier for reviewing connected accounts, transactions, budgets, and monthly cash flow in one place.
Included at this tier
Single-user account review, budgeting, cash flow visibility, and basic financial organization tools.
Connected account overview
Review supported connected accounts, balances, and recent activity from one dashboard.
Unified transaction tracking
See spending and income activity across connected accounts in one organized feed.
Budget organization and tracking
Set category budgets, monitor progress, and review how spending compares over time.
Monthly cash flow snapshot
View income and expenses together to better understand monthly movement.
Core insights and trend views
Review categorized spending, recurring activity, and changes in spending patterns.
Exports for your records
Export selected information for personal recordkeeping and offline review.
Most popular
Align
For broader personal organization or shared visibility
Starting at
$10/month at launch
Everything in Starter, plus broader financial review, organizational views, and summary tools.
Included at this tier
Adds Financial Health Score, Money Map, additional spending visibility, debt tracking, savings tracking, and summaries.
Everything in Starter
Includes connected accounts, transaction review, budget tools, cash flow visibility, and exports.
Financial Health Score
Review a platform-generated score based on available account activity and user-provided inputs.
Money Map
See a visual view of how accounts, cash flow, debt, and goals fit together.
Deeper spending insights and alerts
Get more visibility into recurring charges, category shifts, and notable spending changes.
Goal organization and progress tracking
Organize savings and payoff goals, monitor progress, and keep supporting details in one place.
Debt and savings tracking tools
Track balances, payoff progress, and savings momentum for informational review.
Shared coordination
Legacy
For larger or multi-member households
Starting at
$25/month at launch
Everything in Align, plus broader household coordination tools for shared visibility across more members.
Included at this tier
Adds multi-member household access, shared goals, shared budgets, household activity tracking, and broader shared visibility.
Everything in Align
Includes score views, Money Map, organizational tools, summaries, and deeper visibility features.
Multiple household members
Support a broader household setup with visibility for more participating members.
Shared budgets and goals
Review shared household budgets and goals across multiple people from one coordinated workspace.
Household activity timeline
See updates, changes, and shared household activity in one timeline.
Shared Money Map
Review a broader money map across participating members and connected accounts.
Household-level summaries
See balances, organizational views, and trend summaries at a broader household level.
At-a-glance comparison
Compare what is included in each plan.
Use this table to quickly see which account, budget, organizational, summary, and household features are included in Starter, Align, and Legacy.
Trust and safeguards
Important context about connected accounts, data handling, and platform outputs.
These points explain account connections, data handling, and how platform information should be understood.
Connected account access is supported through third-party financial data providers.
Wealth Insight Sync does not receive or store your bank username or password.
Scores, summaries, alerts, and other platform outputs are for informational and organizational use only.
The platform does not provide financial, investment, tax, or legal advice.