Plans & Pricing

Finance Frank plans

Finance Frank offers two plans to suit different needs.

Basic — $10/month or $100/year

Everything you need to get your finances organised:

• Unlimited entities (individual, company, trust)
• Assets & liabilities tracking
• Net worth dashboard
• Transaction import & AI categorisation
• Budgets & spending tracking
• Financial goals
• Tax position estimate & deduction tracking
• Frank AI assistant

Pro — $15/month or $150/year

Everything in Basic, plus advanced tools:

• Share portfolio tracking with market data
• Dividend tracking with franking credits
• SMSF entity type with compliance tools
• Insurance policy tracking
• Secure document storage
• Sharing & collaboration (1 free seat, then +$5/mo each)

Annual savings

Both plans offer a discount when you pay annually:

| Plan | Monthly | Annual | You save | |------|---------|--------|----------| | Basic | $10/month | $100/year | $20/year | | Pro | $15/month | $150/year | $30/year |

Choosing a plan

Choose Basic if you want to track your personal or business finances, manage entities, and use the AI assistant.

Choose Pro if you also need portfolio tracking, SMSF tools, insurance tracking, document storage, or want to share access with collaborators.

Changing your plan

You can upgrade or downgrade at any time from Settings > Billing. See Changing Your Plan for details.