Free
$0/month
Track your money by hand, with budgets, cash flow and net worth.
- Bank connections
- Manual entry only
- Advisor questions
- Not included
- Spending reviews
- Not included
- Portfolio reviews
- Not included
Plans and prices
Start free and track your money by hand. Paid plans link your banks and add the advisor.
Lite
$3.99/month
Sync your main bank and card, and ask the advisor now and then.
- Bank connections
- 2 banks
- Advisor questions
- 10 a day
- Spending reviews
- 2 a month
- Portfolio reviews
- Not included
Regular
$7.99/month
Sync the accounts you use every week, with room to ask.
- Bank connections
- 5 banks
- Advisor questions
- 30 a day
- Spending reviews
- 8 a month
- Portfolio reviews
- Not included
Premium
$14.99/month
Link the most banks, ask the advisor the most, and review your portfolio.
- Bank connections
- 10 banks
- Advisor questions
- 60 a day
- Spending reviews
- 30 a month
- Portfolio reviews
- 10 a month
See the whole app on sample data first. No account needed.
Compare plans
| Feature | Free$0/month | Lite$3.99/month | Regular$7.99/month | Premium$14.99/month |
|---|---|---|---|---|
| Bank connections | Manual entry only | 2 banks | 5 banks | 10 banks |
| Advisor questions | Not included | 10 a day | 30 a day | 60 a day |
| Spending reviews | Not included | 2 a month | 8 a month | 30 a month |
| Portfolio reviews | Not included | Not included | Not included | 10 a month |
Every plan includes
- Accounts and transactions you add by hand
- Budgets
- Cash flow
- Net worth
- CSV export
- Delete your account any time
Every paid plan syncs
- Transactions
- Balances
- Recurring charges
- Credit cards and loans
- Investments
From every bank you link, through Plaid.
Questions
What happens to my banks if I move to a smaller plan?
Your newest banks pause until you’re within the new plan’s bank limit. A paused bank stops updating and keeps everything it brought in. You choose which banks stay active: on Accounts, Use this bank swaps a paused bank for an active one, any time. After 30 days paused, Meridian disconnects the bank and keeps its history, read-only.
Do I lose any data by changing plans?
No. Changing plans never deletes anything: your transactions, the accounts and transactions you added by hand, budgets, recurring charges and past insights all stay. Only removing a bank yourself, or deleting your account, removes data.
Is the advisor financial advice?
No. The advisor reads your own numbers and gives you information, not financial advice. It never moves money or trades, and it can get things wrong, so check figures that matter before you act on them.
How do I cancel, or delete my account?
Paid plans aren’t on sale yet. Once they are, cancelling one moves you to Free, and your banks pause as described above. To delete your account, open Settings and go to Your data: Meridian first revokes its access to your banks, then removes your records. Download your data there first if you want to keep it.