Settings, sign-in and sharing

Sign-in and security

There are no passwords. You sign in with:

• An email code. Choose Email me a sign-in code, then type the code from the email.
• A passkey. Choose Sign in with a saved passkey, or pick it from your browser's or password manager's suggestions. Under Sign-in and security, choose Add a passkey to add one for this device.

You can also turn on Two-step verification with an authenticator app. Choose Turn on, scan the QR code with your authenticator app (or type the setup key), and enter the 6-digit code to confirm. After that, the app asks for a code from your authenticator after your email code.

Household

A household is the set of people who share a plan.

• Invite your partner by email with View and edit or View only access, then Send invitation.
• Owners can change an advisor's access to Make view only or Allow editing, or choose Remove access.
• If you belong to more than one household, switch between them here.

The free plan includes a limited number of household members. Paid plans include more.

Share a read-only view

Create a link for someone who doesn't need an account, such as a family member. Fill in Who is this link for? and choose Create link. The link is shown only once, so copy it then.

Anyone with the link sees a read-only summary of your plan: chance your money lasts, savings, lifetime taxes and a yearly table. They can't make changes. Choose Turn off to end access at any time.

Display

Under Appearance, choose Match device, Light or Dark.

Plan and billing

Plan and billing shows your plan, renewal date, payment details and receipts. See the FAQ for how plans, trials and cancellation work.

Your data

Download your plan or everything in your account, import a plan file, or import from another planning tool. See importing and exporting.

Account activity

A list of recent sign-ins, sharing changes, connections and deletions on your account, so you can spot anything you don't recognize.

Delete your account

Type DELETE MY ACCOUNT and choose Delete my account and data. This removes your plans, scenarios, share links and connections. It can't be undone, so download your data first if you might want it.

Signing out

Choose Sign out. Signing out removes the copy of your plan stored on this device. It stays in your account.