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.
Each metric shows a progress bar indicating how much of your allowance has been used.
Colour indicators
- Blue — usage is within normal range
- Amber — usage is at 80% or above
- Red — limit reached
When a limit is reached, a Limit Reached badge appears. You won't be able to add more items of that type until you're back within the limit (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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