Essentials, Growth, Reserves, Flex
Four proven budget categories that cover everything. Allocate
your combined income once — OurPlan handles the math and keeps
both of you on the same page.
Autopilot Tab
Set up autopay, scheduled transfers, and investment contributions
with a clear checklist. OurPlan shows which accounts to create and
what to automate so payday becomes repeatable.
Weekly Check-in
A guided 10-minute Money Meeting every week. Built-in agenda so
you never run out of things to say. Review spending, celebrate
wins, align on the week ahead.
Shared Goals
A house, a trip, an emergency fund — set targets together, watch
the number grow together. Goals you share are goals you actually
hit.
Insights & What-If
Spot patterns, track budget drift, and pressure-test changes
before you make them. What if one of us gets a raise? What if we
cut dining out? See it first.
Live iCloud Sync
One partner logs a transaction — the other sees it immediately. No
refresh, no "hey did you add that?" — your plan is always current
for both of you.
