Plans and Feature Limits
Plans and Feature Limits
Fiscal Flowcast offers different plans so you can start free and upgrade as your needs grow. This guide explains what each plan includes, who each tier is for, and what to do when you see a limit or locked feature.
Who Each Plan Is For
Best for:
- Testing the platform
- Simple personal tracking
- Basic budgeting needs
Limits: 1 workspace (a book: Personal, Household, or Business) • Up to 5 accounts • One spreadsheet download every 30 days (CSV file) • Net worth forecast
Best for:
- Individuals with multiple accounts
- Freelancers tracking business & personal
- Users needing export and budgets
- Users who want a range of possible outcomes
Limits: Up to 3 workspaces • Unlimited accounts • Spreadsheet and PDF download • Cash flow forecast, a range of possible outcomes, and 1 saved cash flow what-if
Best for:
- Small businesses & agencies
- Teams (up to 5 members)
- Users who want unlimited saved named scenarios
Limits: Unlimited workspaces • Team collaboration (5 users) • Unlimited saved named scenarios
Bookkeeper & partner collaboration: Premium includes up to 5 team seats on one subscription — each member gets their own individual login (not a shared account). Useful for inviting your bookkeeper, business partner, or team members. Compare value on the Pricing page (multi-entity + team vs single-household tools elsewhere).
Best for:
- CPAs and enrolled agents
- Financial managers helping clients
- Premium owners who want a tax pro looking in
Key limits: Contact us — not self-serve checkout • Client’s Premium plan pays the seats • View only — we don’t file taxes
This is a conversation, not a checkout. The client pays for Premium seats; the professional can join on Free.
Feature Comparison Table
| Feature / Limit | FREE | BASIC | PREMIUM | ENTERPRISE |
|---|---|---|---|---|
| Financial entities | 1 | Up to 3 | Unlimited | Unlimited |
| Accounts per workspace | 5 max | Unlimited | Unlimited | Unlimited |
| Data export | 1 CSV / 30 days | CSV, PDF | All formats | All formats |
| CSV import | — | ✓ | ✓ | ✓ |
| Budget planning | — | ✓ | ✓ | ✓ |
| Property & loan management | — | ✓ | ✓ | ✓ |
| Forecasting | Net worth | Cash flow forecast and a range of possible outcomes | Same as Basic | Same as Basic |
| Cash flow what-if | — | Adjustments and one-time items; 1 saved | Unlimited saved named scenarios | Unlimited saved named scenarios |
| Goal milestones | — | ✓ | ✓ | ✓ |
| Reports & insights | Basic | Advanced | Advanced | Advanced |
| Merchant spend (Transactions / Dashboard) | ✓ | ✓ | ✓ | ✓ |
| Bulk categorize & search shortcuts | ✓ | ✓ | ✓ | ✓ |
| Team collaboration | — | — | Up to 5 users | Unlimited |
| API access | — | — | ✓ | ✓ |
How to Upgrade
- From the app: When you hit a limit or see a locked feature, use the "View plans" or upgrade link to go to the pricing page.
- Pricing page: Visit Pricing, choose Basic or Premium, and complete checkout. For Enterprise, use Contact Us — there is no self-serve checkout.
- After upgrading: Refresh the app or log out and back in so your new tier is applied. If something still appears locked, try a hard refresh or contact support with your account email and plan.
Common Questions About Limits
For more details, see the Pricing page or contact support with your account email.
Related articles
- Feature Availability by TierSee which features and limits apply to FREE, BASIC, PREMIUM, and ENTERPRISE plans.
- How to Upgrade Your PlanStep-by-step instructions for upgrading from FREE to BASIC, PREMIUM, or ENTERPRISE.
- Getting Started with Fiscal FlowcastLearn how to set up your account, create your first entity, and start tracking your finances.