The Basic plan covers everything a single user needs to keep a real financial picture in order — checking, credit cards, bills, budget, receipts. No artificial limits on the fundamentals.
Your starting point. See your bills, budget, and a snapshot of where you stand — without needing to dig through tabs
Every checking account, every transaction, current balance always visible. Reconcile what's pending vs cleared, never wonder again.
Money Market, Savings, CDs, anything not in checking. Add accounts, track balances, watch interest accrue.
Every card you carry. Statement dates, due dates, current balance, payoff projection. Stop missing close dates.
Every recurring bill in one place. Due dates, amounts, status. Mark them paid; see what's coming up.
Monthly budget by category. Set a number, see what you've spent, see what's left. No mystery.
Lawn care, pool service, house cleaning, pest control, handyman — every recurring service provider. Who they are, what they charge, when they come, keep track of what's happening.
Transactions that show up but never finalize. Catch the stuck or unreconciled items before they break your books.
Snap a photo, forward an email (set up auto forwarding too) — receipts get parsed automatically (OCR included). Categorize, attach to transactions, keep your paper trail searchable.
Single login. Configure your accounts, your defaults, your preferences.
Release notes. What's on the horizon. Submit enhancement requests.
Release notes. What's on the horizon. Submit enhancement requests.
Premium is for households tracking a full financial picture — investments, multiple properties, beneficiaries, life-spanning projections. And it's where the Net Worth math comes together.
Everything in the Basic Dashboard, plus a live Net Worth calculation that updates as your data changes — and projects decades forward.
Track every property you own. Appraised value, mortgage balance, equity, PMI status. Plug into the Amortization tab to see when you'd be free and clear.
Run mortgage payoff scenarios. Add extra payments. See your real payoff date and total interest — works for any term.
Brokerage, retirement, every investment account. Latest values per broker, summed automatically. Feeds your Net Worth.
Budget for trips. Track airfare, lodging, activities by trip. Reconcile against your actual spend after.
Track recurring business expenses by business — set up your businesses in Settings, then tag any expense across the app for clean reporting. Financial statements (P&L, balance sheet, income statement) coming soon.
Coins and tokens with live spot prices updated to the minute. Rolls into your Net Worth automatically.
Who inherits what. Document beneficiaries per account, by percentage. The estate-planning view nobody else builds in.
Add your partner with full access. Add kids with limited access — they can submit receipts but can't change anything else. Money is a family conversation.
A few features come standard with every Abacus & Olive account — no upgrade required.
Snap a photo of any receipt. We extract the merchant, amount, and date — and let you attach it to the matching transaction. On both Basic and Premium.
Forward a receipt to your dedicated household address. We parse it and drop it into your review queue. On both Basic and Premium.
Don't want us holding your files? Connect Google Drive, OneDrive, or Dropbox. Your receipts and snapshots live in your cloud, not ours. 15% off whichever plan you pick.
Ask Stache where things live, how features work, or where to click next. Read-only, navigation-focused — Stache helps you find your way around, never financial advice.
Card on file at signup, no charge until day 91. Cancel anytime before then and you won't be billed.
