Frequently asked questions

Paiso has two plans on sale, Basic and Advanced, and you can pay monthly or yearly. The pricing page shows the current prices and any free period on offer.

No. Paiso shows no ads and never sells your data, so subscriptions pay for the service. When Paiso runs a promotion, a new subscription starts with a free period.

Yes. You enter a card when you choose a plan. If your plan starts with a free period, Paiso charges the card when that period ends.

Yes. You can move between Basic and Advanced from Settings, under Billing, at any time.

Your plan stays active until the end of the period you paid for. After that, your account becomes read-only. Paiso keeps your data until you delete your account, and you can renew at any time.

Pro is in development and not on sale yet. It adds RSUs and vesting schedules, tax performance, and retirement and life planning.

No. Paiso never sells your data and does not use it for advertising.

No. When you connect a bank, you sign in inside Plaid. Your bank username and password never reach Paiso.

No. Paiso reads balances, transactions, holdings and liabilities. It cannot make payments or transfers.

Turn on two-factor authentication in Settings, under My Account. Paiso then asks for a code from your authenticator app when you sign in.

No. On every plan you can add accounts by hand and import transactions from CSV files. Connecting a bank is part of the Advanced plan.

Paiso connects through Plaid. You can search for your bank in the Plaid window when you select Connect a bank.

Cash, credit card, loan and mortgage accounts. Stocks, ETFs and mutual funds. Property and other assets.

Paiso will be open source, so you will be able to run it on your own server. The source code is not public yet. The self-hosting page has the details.