Countorra Management
$9/month
Get started with:
Unlimited
accounts, bank connections and questions
Money
- Dashboard and net worth, every account in one place
- Transactions, categorized for you, with bank connections
- Budgets, with what is left in each category
- Recurring payments and subscriptions, found in your history
- Cash flow and reports, month by month
- Savings and pay-down goals with their progress
- Ask Countorra, answered from your own records
- Your partner included, free: their own login, the same money
Money
- Dashboard
- Accounts and net worth
- Transactions
- Categories and rules
- Budgets
- Recurring payments and subscriptions, with price-increase alerts
- Cash flow
- Reports
- Savings and pay-down goals
- Investments
- Inbox: what needs a look
- Lifeline: a plan for when income stops
Taxes
- Tax Alarm
- W-4 recommendation
- Tax Pulse
- Payroll connection
- W-2 and 1099 reading
- Receipts by email
- Tax preparation
- Filing checklist (Countorra prepares; you file)
- Accountant access and accountant pack
AI
- Ask CountorraNo question limit
- Document reading
Integrations
- Banks and cards, connected securely
- Gmail receipts, forwarded
- Receipts from Outlook
- Google Drive
- Dropbox
- Excel export
- Google Sheets
- Notion
- Calendar feed
Family
- MembersYou and your partner
- Shared spaces: yours, mine and ours
- Children's profiles, limits, allowance and chores
Security and support
- Two-step verification at every sign-in
- Each workspace isolated in the database
- Private document storage
- Email support