Free to use · pay only to connect

Free for as long
as you want it.

Track everything by hand for nothing, forever. Pay only when you want your banks and brokerages to update themselves. Fourteen days of that are included when you start, no credit card.

Two plans, one of them free.

The only difference is whether your accounts update themselves.

Free

$0forever

No credit card. No time limit.

Everything in Mozaic except automatic connections. You add and update your accounts yourself.

  • Every account type: TFSA, RRSP, FHSA, RESP, crypto, real estate
  • Multi-currency net worth with daily FX
  • Add and edit accounts and transactions by hand
  • Automatic transaction categorization
  • Cash flow, budgets, and goals
  • CSV import and your full history
  • Every new feature we build, on the free plan too
Start free

Where you land after the 14 days, if you do nothing.

How your first 14 days work

Premium is switched on from the start, so you can connect an account on day one. No credit card.

  1. Today
    Connections on, no credit card

    Link your banks and brokerages and see your whole net worth in every currency. Everything works from minute one.

  2. Day 11
    A heads-up, never a surprise

    We email you that automatic syncing pauses in 3 days, and again the day before. No silent charges, ever.

  3. Day 14
    Stay on Premium, or move to Free

    Subscribe to keep your accounts updating themselves: $99 CAD/year, just $69 your first year with code MOZAIC69.$12.99 CAD/month, cancel anytime. Do nothing and you move to the Free plan. Nothing is charged, nothing is deleted.

Start free, no credit card Start free, no credit card

Start in under a minute. Cancel anytime, in one click. Your data stays either way.

Bank-grade 256-bit encryption Read-only connections We never store your credentials
Why this split

We charge for the part that costs us money.

Most free tiers are paid for by someone other than you. Ours isn't, because the free plan is genuinely cheap for us to run. Bank connections are not.

🪙

No data resale, ever.

The usual way to fund a free tier is selling transaction data or pushing financial products. We don't do either, on any plan. The free plan is free because storing your numbers costs us close to nothing.

🔒

Connections are the real cost.

Plaid and SnapTrade bill us for every account you keep connected, every month, whether you open Mozaic or not. That's the one line on our bill that scales with you, so it's the one thing we charge for.

📈

Leaving costs you nothing.

Cancel and you drop to the free plan with every account, transaction and budget still there. No export deadline, no read-only cage, no thirty days to get your data out. You just go back to entering it yourself.

How we compare

Calmly priced, Canadian-built.

Most personal-finance dashboards are built for the US, then translated. Mozaic is Canadian first, and priced like it.

Prices verified May 2026, free-plan availability August 2026. Competitors update frequently

Mozaic Finance Wealthica Monarch Copilot
Free plan, no card? Yes: manual tracking, every account type, no limit Yes: up to 3 institutions No: 7-day trial, card required No: 30-day trial, card required
Canada-native? Yes: Canadian-built, CAD-priced Yes: Montreal-based, CAD-priced US-built; Canada landing page only US-only; iOS, Mac, and web
TFSA, RRSP, FHSA, RESP as first-class accounts? Yes Yes No: supported via Plaid but not first-class No
Connects Canadian brokerages? Wealthsimple, Questrade, IBKR, TD Direct Investing + US brokers via SnapTrade Wealthsimple, Questrade, Qtrade + Canadian banks (native connectors) US brokerage focus; limited Canadian brokerage support No
Multi-currency net worth? Yes: daily FX, CAD + USD + more Yes: multi-currency portfolio with historical FX Limited: manual entry USD-only
Monthly price $12.99 CAD $19.99 CAD (Premium tier) $14.99 USD (~$21 CAD) $13.00 USD (~$18 CAD)
Annual price $99 CAD $150 CAD (Premium tier) $99.99 USD (~$137 CAD) $95.00 USD (~$130 CAD)

Competitor prices and features verified May 2026 and reviewed quarterly. Competitors change pricing and Canadian coverage frequently, so check their sites for the latest. USD ↔ CAD conversions are approximate (~1.37 CAD/USD) and don't include the foreign-transaction fee most Canadian credit cards charge on USD billings. Wealthica Premium tier shown; Monarch also offers a higher "Plus" tier above the "Core" plan compared here. Brokerage and account-type comparisons reflect publicly listed first-class support and may exclude third-party integrations. Free-plan availability was checked on each vendor's own pricing page: Wealthica, Monarch, Copilot.

Questions

The pricing fine print.

What's free, and what do I pay for?

Everything except automatic bank connections is free: your full history, manual accounts and transactions, CSV import, budgets, goals, contribution room, and net worth in every currency you hold. The subscription covers one thing, connecting a bank or brokerage so your balances and transactions update themselves. That is the part that costs us money per account, so that is the part we charge for.

What happens when my 14-day trial ends?

You move to the free plan. Nothing is charged and nothing is deleted. Your accounts, transactions and history stay where they are, and you can keep them current by hand. What stops is automatic syncing: your connected balances hold at their last update until you subscribe.

Can I cancel anytime?

Yes, in one click. There are no contracts, no "are you sure?" mazes, and no retention dark patterns. If you cancel a monthly plan your connections keep syncing until the end of the billing period, and you keep the app either way. Annual plans are refundable pro-rata within the first 30 days.

Do you support business accounts?

Not at launch. Mozaic is built for personal net worth: TFSA, RRSP, FHSA, RESP, joint accounts, brokerage, mortgages, and the rest of your household balance sheet. Sole-proprietor business banking can be added as a manual account, but accounting and incorporated-entity workflows aren't supported.

Why CAD pricing?

Because we built Mozaic for Canadians first, and pricing in CAD means no FX surprise on your card statement, no "$13 USD became $17.84 plus a foreign transaction fee." If we ever serve US or EU customers in their own currencies, we'll publish local pricing, not convert at checkout.

Is my data safe?

Read-only account connections via 256-bit TLS and bank-grade OAuth (Plaid and SnapTrade). We never store your credentials. You can revoke any connection in one tap, and deleting your account wipes everything within 30 days, or immediately if you choose. Full details on the security page.

Start free,
stay free.

No credit card. Fourteen days of automatic syncing included, then it's your call.

Free plan, no time limit No credit card CAD pricing Cancel in one click