Finance Overseer subscription

Straightforward pricing

Choose the plan that fits your household or business.

FOR PERSONAL USE

Personal

For personal finances with eligible family and close friends, as defined in the Terms.

Monthly

$15/ month

Billed monthly

Yearly Save 10%

$162/ year

$13.50/month · save $18

First purchase includes a one-time $20 application license. Save $10 on your first monthly subscription or $62 on your first yearly subscription.

Up to 5 linked financial institutions
For your personal finances and eligible household

FOR BUSINESSES & HIGHER USAGE

Business

For business finances or anyone who needs more linked institutions or update capacity.

Monthly

$25/ month

Billed monthly

Yearly Save 10%

$270/ year

$22.50/month · save $30

First purchase includes a one-time $20 application license. Save $15 on your first monthly subscription or $70 on your first yearly subscription.

Up to 15 linked financial institutions
Need more than 15? Contact Support about custom plans.

Washington residents: applicable sales tax is required by law and will be calculated at checkout.

High-volume update needs may require a Business or custom plan. Finance Overseer relays data that connected providers make available; if a provider has not supplied an update, we cannot deliver new data. Some Plaid-connected account data may refresh several times a day, while financial-market and real-estate values may update weekly or monthly. Timing varies by provider, so these are examples rather than guaranteed schedules. Business prices shown are current plan prices; custom billing is arranged individually.

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