Choose the accounts Fillfolio should track.

When do refresh credits reset?

Manual brokerage, wallet, and live bank balance refresh allowances are credits per month. They reset at 00:00 UTC on the first day of each calendar month, independently of monthly or annual subscription billing. Scheduled updates follow each connection's supported refresh schedule; they are separate from these manual refresh credits. A refresh does not guarantee that an institution has new data available.

Which plans include bank connections?

Bank connections are included with ULTRA and HYPER for supported U.S. and Canadian accounts only. Supported checking and savings balances contribute cash, while supported credit-card balances appear as debt. Eligibility depends on the institution, country, account type, and permissions available during connection.

What will I pay when I upgrade?

Fillfolio shows a prorated upgrade quote before confirmation. The amount depends on your existing paid period, the new plan, and applicable tax; review the amount due now and the next renewal price before upgrading. Higher plan access begins after payment is confirmed.

What happens when I cancel?

Cancel renewal through the Customer Portal in Billing. You keep paid access until the confirmed paid-through date. After that date, paid connections and integration access stop and connections are removed. Manual records remain available according to the account's access and retention rules. Cancellation does not itself issue a refund; the Refund policy explains eligibility.

Which brokerage and exchange connections does each plan include?

PRO includes supported international brokerages and exchanges. ULTRA and HYPER include everything in PRO, plus additional supported U.S. and Canadian brokerages. Availability varies by institution, account country, account type and authorization. Bank connections and additional U.S. and Canadian brokerage connections share your plan's institution and account limits.

Which Fillfolio plan do I need?

Choose PRO for supported international brokerage and exchange connections plus wallet tracking. ULTRA adds supported U.S. and Canadian brokerages, bank balances and credit card debt; HYPER provides higher connection and refresh allowances. Bank, cash and credit card debt sync cover supported U.S. and Canadian accounts only. Subscriptions are paid, with monthly and annual billing options; review current prices and limits on Pricing. The browser extension's limited public exact-ticker price lookup works without a paid account. Personal portfolio access requires an eligible active account.

How does bank spending fit into my portfolio?

Track posted bank spending and income from supported accounts with a separate spending opt-in for each bank. Balances-only connections remain available. Bank spending stays separate from investment activity and does not get subtracted again from an imported bank balance.

• Explore Spending & Budgets

How do monthly spending budgets work?

Set monthly category budgets for each currency. Limits repeat into following months without rollover; changes apply from the selected month forward. Pending transactions do not count toward posted spending.

• Review budget calculations

Can I view portfolio and spending reports in Google Data Studio?

Use the Sheets add-on to prepare a combined portfolio, spending and budget report in Google Data Studio. The report uses an exported snapshot and requires an eligible Spending & Budgets plan plus separate Spending export permission for the spreadsheet.

• Set up a Data Studio report

Can I save a portfolio review in Notion?

Preview a stored portfolio report in Fillfolio, then approve saving it as a new child page under a Notion page you authorize. Page exports use the Notion API and do not require Notion AI. A saved review does not update itself or change Fillfolio.

• Set up Notion page exports