Build financial freedom with
tidysum
Free
$0/mo
- Track unlimited accounts & transactions with manual editing
- Organize transactions with categories, tags, payees & payers
- Get insights on net worth, income & spending
- Keep your data 100% private & secure with offline local storage, plus backup & restore
- Ideal for: basic tracking
Standard
$5/mo
- Everything in Free, plus powerful tools for budgeting, goals & investment tracking
- Import & export transactions (QIF & more)
- Automate recurring transactions
- Build a budget, track up to 5 savings goals & 3 debt repayment plans
- Track up to 10 investments
- Review investment performance, asset allocation & forecasting (savings & debt)
- Ideal for: budgeters, savers & early-stage investors
Plus
$10/mo
- Everything in Standard, plus advanced insights, planning tools & investment intelligence
- Unlimited budgets, goals, debt plans & investments
- Unlimited virtual sub-accounts (cash pots) for advanced cash organization
- Unlimited split transactions for precise categorization
- Custom target portfolio
- Advanced retirement & investment insights including financial independence, safe withdrawal analysis & asset allocation drift (rebalance alerts)
- Full cashflow projection for long-term forecasting
- Ideal for: long-term planners, investors, FIRE followers, and power users
| Feature | Free | Standard | Plus |
|---|---|---|---|
| Organize & Track | |||
| Accounts & Transactions | |||
| Accounts | Unlimited | Unlimited | Unlimited |
| Virtual Sub Accounts (cash pots) | 10 | Unlimited | |
| Transactions | Unlimited | Unlimited | Unlimited |
| Split Transactions | Unlimited | ||
| Transfers | Unlimited | Unlimited | Unlimited |
| Custom Categories & Tags | Unlimited | Unlimited | Unlimited |
| Payees & Payers | Unlimited | Unlimited | Unlimited |
| Recurring Transactions | Unlimited | Unlimited | |
| Investments & Market Data | |||
| Investment Holdings | 10 | Unlimited | |
| Market Data |  |
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| Target Portfolio | |
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| Current Portfolio | |
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| Plans & Goals | |||
| Budget Plans | 1 | Unlimited | |
| Savings Goals | 5 | Unlimited | |
| Debt Repayment Plans | 3 | Unlimited | |
| Depreciation Schedule | |
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| Withdrawal Strategy | |
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| Review & Analyze | |||
| Financial Overview | |||
| Dashboard | |
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| Net Worth | |
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| Income & Spending | |
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| Balance Sheet | |
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| Investments & Retirement | |||
| Investment Performance | |
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| Asset Allocation | |
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| Portfolio Rebalance | |
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| Financial Independence | |
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| Safe Withdrawl Insights | |
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| Forecasting & Optimization | |||
| Savings Projection | |
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| Debt Repayment | |
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| Cashflow Projection | |
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| Data Management | |||
| Local storage | |
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| Transaction Import | |
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| Export | |
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| Backup & Restore | |
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