FinBoard Free, Basic or Pro: which plan you need for your situation
Guide contents
1. If your problem is simply not seeing everything together
You have two or three current accounts, maybe a savings account, and no clear idea of your total. You do not need forecasting or portfolio analysis yet — you need one screen with everything on it.
That is what the free plan is for. It has quotas on accounts, categories, transactions and bank connections, and for this scenario they are usually enough to get the full picture and decide whether the habit sticks.
2. If your problem is next month, not last month
Different situation: you already know roughly what you have, but every month ends up tighter than you expected and you do not know why. What you are missing is not more accounts — it is cash flow, category analysis over time and alerts when something drifts.
That is the Basic territory: advanced analytics, cash flow, smart alerts and export. The test is simple — if you can already answer "how much do I have?" but not "will I make it to the end of the month?", this is your step.
3. If you also invest
The moment part of your money is in funds, shares or crypto, your finances stop being one number and become a distribution: how much sits in each asset type, in each currency, in each platform.
The Pro plan is built for that: investment tracking, asset allocation and diversification, multi-currency valuation and the full copilot experience. If you have ever converted a dollar balance by hand to know your real total, you already know why.
4. Where to check current prices and limits
We deliberately do not repeat prices or quotas in this guide. Plans change, and a number written into an article ages badly — the last thing you want is to decide based on a figure that stopped being true two releases ago.
The live price and quota for every plan is on finboard.me/plans, which reads them directly from our own system. Check there before you decide, and start on the free plan if you are still unsure — you can move up once you know which of the three problems above is really yours.
Want to stop updating this by hand?
Connect your banks, your broker and your exchanges to FinBoard and see your whole net worth in one currency, updated on its own.
Start free, no card needed