| Services | Getting Started | Going Strong | Need More? Need Less? |
|---|---|---|---|
| Bank/ Credit Card Accounts | 3 | 5 | Custom |
| Categorize Bank Transactions | Up to 125 | Up to 250 | ✓ |
| Monthly Income Statement | ✓ | ✓ | ✓ |
| Monthly Balance Sheet | ✓ | ✓ | ✓ |
| Secure Cloud Storage | ✓ | ✓ | ✓ |
| Entering Purchase Invoices | Up to 15 | Up to 40 | Custom |
| Conference Calls | Quarterly | Monthly | Custom |
| Monthly Investment | $299 | $499 | Custom |