The Usage page gives you a real-time view of how much of your plan's allowance you've used across all features.
What's tracked
| Metric | LITE | PRO |
|---|---|---|
| Portfolios | 1 | Up to 10 |
| Assets | Up to 5 | Unlimited |
| Debts | Up to 5 | Unlimited |
| Auto-updating assets | Up to 3 | Unlimited |
| Bank accounts | 1 | Up to 20 |
| Viewer sharing | Yes | Yes |
| Editor sharing | No | Yes |
| AI chat daily credits | 5 | 100 |
| AI chat monthly credits | 20 | 500 |
| AI tiers | Standard only | Standard, Enhanced, Expert |
Users who signed up during Beta may have increased limits on the free tier — go to your usage page to see your limits.
What counts as a "bank account"
Every individual account a bank exposes counts toward the limit — not just the institutions you've connected. Linking your bank might bring in a current account, a savings pot, and a credit card, which is three accounts under your 20-account cap. If you don't want to track all of them, remove the ones you don't need from the connection's detail page and they'll stop syncing.
How the page is laid out
The page leads with the limits worth acting on — on LITE that's whatever you've run up against, and on PRO it's portfolios and bank accounts, the only two things PRO still counts. Everything else sits in a smaller strip underneath, either with room to spare or marked no limit.
Each metric shows a progress bar and a label saying how tight it is:
- N% used — within normal range
- Nearly full — usage is at 80% or above
- Limit reached — the bar turns amber
When a limit is reached you won't be able to add more items of that type until you're back within it (by removing items or upgrading your plan).
AI credit resets
Daily credits reset at midnight UTC each day. Monthly credits reset on the first of each month. The Usage page shows the exact date and time of the next reset.
Viewing the page
Go to Usage from the account menu. Your current plan is displayed in the top right corner of the page.
If you're on the LITE plan, the page highlights what upgrading to PRO unlocks. View pricing and plans →
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