Plans & pricing
Start with a 15-day free trial of every feature — no card needed. Then choose Pro for your budget, bills and debt payoff, or Family for up to 10 household members and the tax-time summary.
$69.00/year
Save $26.88 a year compared with paying monthly
Unlimited accounts, every import and export, planners and forecasts.
$99.00/year
Save $32.88 a year compared with paying monthly
Everything in Pro plus up to 10 household members and tax-time tools.
Every account starts with a 15-day free trial of every feature — no card needed. There is no free plan: after the trial, choose Pro or Family. Prices in US dollars; sales tax, where it applies, is shown at checkout. Paid plans renew automatically until you cancel, and you can cancel online in one step. Terms · Refund & cancellation policy
Your 15-day trial unlocks everything, including the debt payoff planner, every import and export, and the tax-time summary. It never turns into a paid plan by itself.
If you don’t subscribe, the account becomes export-only for 7 days so you can download all your data, then it is deleted. Paid plans renew automatically and you can cancel online in one click.
It is an app where you give every dollar of income a job until “Ready to Assign” reaches zero. HomeVault does this with monthly envelopes, per-category rollover and “copy last month”.
No. There is no free plan. Every account starts with a 15-day free trial of every feature, with no card needed. After that, Pro is $7.99/month ($69/year) and Family is $10.99/month ($99/year).
If you choose Pro or Family, nothing changes. If you don’t, your account becomes export-only: you can still sign in and download all your data (CSV, Excel, QuickBooks, Quicken, OFX, PDF and a full backup), but nothing else works. 7 days later the account and all its data are permanently deleted. The deletion date is shown in the app.
Yes. Household members can tag accounts, transactions, bills and goals as mine, yours or ours. Pro includes 4 members; the Family plan supports up to 10 members and includes a spending-by-member report.
No. HomeVault does not use automatic bank sync, so it never asks for your bank password. You import the CSV, OFX, QFX or QBO files your bank provides. Duplicates are detected and your rules categorize transactions automatically.
Snowball pays off the smallest balance first. Avalanche pays off the highest interest rate first. HomeVault’s debt payoff planner compares both and shows payoff dates and the interest saved.
Yes. HomeVault exports QBO and CSV for QuickBooks Online, IIF for QuickBooks Desktop, QFX for Quicken, OFX for Xero, and Excel, PDF and JSON.
The Family plan’s tax-time summary totals charitable gifts, medical costs, mortgage interest, property tax, childcare, education and other categories, and exports a PDF for your tax preparer. It is not tax advice.
Yes, online in one click on the Plan & billing page. You keep your plan until the end of the period you paid for and are not charged again.
Yes. HomeVault is a web app that works in any modern browser, and its layout adjusts down to phone-sized screens. There is nothing to install.