CapitalAsset

Simple, Transparent Pricing

Choose the plan that's right for your financial journey

Free

Free

7-day full-access trial included

  • Budget tracking
  • Net worth calculator
  • Manual transaction entry
  • 2 statement imports (PDF or CSV)
  • 50 transactions per month
  • 1 account
Most Popular

Standard

7-day trial · $1
$9.99/mo

or $8.25/mo billed annually — save $21

  • Everything in Free
  • Unlimited PDF & CSV imports
  • Unlimited transactions
  • Automatic transaction categorisation
  • Transfer detection
  • Retirement planner
  • Interactive charts & graphs
  • 12 months of history
  • Up to 3 accounts
  • Budget goals
  • Email support

Pro

7-day trial · $1
$19.99/mo

or $16.58/mo billed annually — save $41

  • Everything in Standard
  • CDR bank connections (Open Banking)
  • Up to 10 accounts
  • 36 months of history
  • Business Finance Tools
  • Profit & Loss Statements
  • GST tracking
  • Priority email support

Ultra

7-day trial · $1
$39.99/mo

or $33.25/mo billed annually — save $81

  • Everything in Pro
  • CapPilot AI — AI-powered insights
  • Financial forecasting
  • Unlimited accounts
  • Unlimited transaction history
  • Custom financial reports
  • Unlimited business profiles
  • Tax optimisation insights
  • Dedicated support
Prices in AUDBilled monthly or yearlyCancel anytime

Each paid tier includes a 7-day trial for $1 — card required, charged on signup. Full price applies from Day 8. Cancel anytime in settings.

Australian-focused
Your data stored securely
No bank connections without consent

Compare Plans

FeatureFreeStandardProUltra
Monthly priceFree$9.99$19.99$39.99
Budget tracking
Net worth calculator
Manual transactions
PDF & CSV statement import
Automatic categorisation
Transfer detection
Interactive charts
Retirement planner
Unlimited transactions
Budget goals
Recurring transactions
Full transaction history
Tracked accounts1310
Transaction history3 months12 months36 months
Higher API rate limits
SupportCommunityEmailPriority

Frequently Asked Questions

Yes! You can upgrade to a higher tier anytime. Downgrades take effect at your next billing cycle.

Yes! Choose annual billing to save up to 17% compared to monthly. Use the toggle above the pricing cards to compare monthly vs annual rates.

Yes — every paid tier (Standard, Pro, Ultra) includes a 7-day trial for $1 upfront. The $1 is a one-time access fee charged at signup to verify your card. Your full subscription price ($9.99, $19.99, or $39.99/mo) begins on Day 8. Cancel anytime in your account settings before Day 8 and you won't be charged again.

We accept all major credit cards (Visa, Mastercard, American Express) through Stripe. Your payment information is always encrypted and secure.

Absolutely! Cancel anytime from your settings. You'll have access until the end of your current billing cycle. No refunds for partial months.

Still have questions?

Contact our support team