ProsperSync plans

Choose a plan for how your household manages money

Starter gives one organizer a free financial foundation. Household brings up to six people into shared day-to-day money management. Wealth adds advanced investment planning and tax-report tools for the same household size.

See the plans How the plans differ

Plans

Choose the plan for how you use ProsperSync

Start with the household foundation, bring up to six people together with Household, and choose Wealth for advanced investment planning.

Starter

Free

A free foundation for one organizer to record and understand household finances.

Create free accountNo payment card needed at signup.

Manual transaction, budget, and goal tools
AI-assisted extraction within plan limits
Chat summaries within plan limits
Basic portfolio tracking and raw data export

Family plan

Household

Family finances

For a household that wants to manage day-to-day finances and investments together.

Choose HouseholdCurrent billing and eligible trial terms are shown before subscription.

Up to 6 household members, including the owner
Shared finances with member roles
Household reports, alerts, and voice tools
Portfolio history, performance, and current allocation
Higher bounded AI and chat allowances

Wealth

Advanced planning

For the same household when investment decisions and tax reporting become more complex.

Choose WealthReview current billing and trial terms before subscribing.

Everything in Household, for the same 6 members
Allocation targets, drift monitoring, and rebalancing
Investment scenarios and projections
Portfolio Insights and advanced investment reports
IRPF and tax-report artifacts

Which ProsperSync plan fits your household?

Choose based on how many people need to collaborate and whether your household needs current financial visibility or advanced investment planning.

Choose Starter to establish the foundation

Starter is for one household organizer who wants core transaction, budget, goal, basic portfolio, export, and bounded AI tools without adding other members.

Choose Household to manage money together

Household supports up to six people total, including the owner, with member roles, shared finances, reports, alerts, voice tools, and portfolio history and performance.

Choose Wealth for investment complexity

Wealth keeps the same six-member household capacity and adds allocation targets, drift monitoring, rebalancing, scenarios, Portfolio Insights, and supported IRPF and tax-report artifacts.

ProsperSync plan questions

Is ProsperSync Starter free?

Yes. Starter is the free plan for one household organizer. It includes core finance and basic portfolio tools plus AI-assisted extraction and chat within plan limits. No payment card is needed to create the account.

What is the difference between Household and Wealth?

Both plans support one household with up to six members total. Household focuses on shared day-to-day finances and current portfolio visibility. Wealth adds advanced investment planning, scenarios, rebalancing, and tax-report tools.

Where can I review billing, trial, and cancellation terms?

Current billing and any eligible trial terms are shown before subscription. Subscription changes and cancellation are managed from account billing settings.