Plans for your statements.
Choose Personal Finance for your own statements or a CA Workspace for client records.
Personal plans organise your own financial accounts. Professional client processing needs a CA workspace.
Checking local billing currency…
Free
Personal essentials
Free
2 uploads/month · 50 pages/month
- PDF, CSV and image statement imports, including password-protected PDFs
- One personal financial account
- Transaction review, basic spending insights and 3 active budgets
- CSV and Excel downloads
- Money Assistant: up to 90 days per question
Start freePlus
Everyday money management
INR 199.00/month
20 uploads/month · 350 pages/month
- Everything in Personal Free
- Up to 3 personal bank, card or wallet accounts
- Advanced budgets and subscription tracking
- Extended analytics and Money Assistant: up to 2 years per question
Pro
More history and analysis
INR 349.00/month
40 uploads/month · 800 pages/month
- Everything in Personal Plus
- Up to 6 personal financial accounts
- Cash-flow summaries and financial reports
- Scheduled exports, JSON and Money Assistant: up to 10 years per question