Help · Pricing & the trial

Three plans, one honest axis.

The tiers differ on how much of your money Plumb can see — and how far the advice can reach. Every tier is the complete product for the accounts it covers.

What each tier connects

Plumb · $14.99/moChecking and savings. Your cash life, covered completely — live balances, spending, bills, safe-to-spend, emergency floor.
Plumb+ · $24.99/moAdds credit cards, student loans, mortgage, auto and personal loans. Every APR, minimum, and due date your lender shares, and a paydown plan ordered by real interest cost. Printed Year-End Report and priority support.
Plumb Premier · $34.99/moAdds brokerage, 401(k), IRA, 529, HSA, and crypto accounts — your full net worth, live. Plus the humans: quarterly CFP/AFC sessions, the outcome guarantee, phone support.

The seven free days

Every tier starts with a 7-day free trial. Cancel inside the trial and nothing is charged — your data is deleted within 30 days unless you ask us to keep it. The trial end is announced three days early; no card surprises.

Switching tiers

Move up a tier instantly — connect the new account types the same day, and we pro-rate the difference. Move down at the next billing cycle. Nothing is lost when you move down; accounts beyond your tier simply stop informing the plan.

Want the full comparison? The Pricingpage has the complete tier table, the guarantee's exact terms, and the FAQ.