Revocation, deletion, full export and read-only are in all three plans. No “security” tier, nothing to tick for a surcharge.
Pricing
Free is not a limited version.
Manual entry gives the same budget, the same calendar and the same debt plan as the paid plan. What you pay for is not having to type anything.
Free for life with manual entry
Private beta: date to be announced · 50% off
Cancellation in two taps
Yoseri is not open yet outside Canada.
This page describes the product as it works in Canada. The pension plans, the tax shelters and the connected banks here are Canadian: they do not transpose. Where you are, it would rather be the local public plan, with the local tax shelters as tax shelters and your tax administration opposite.
We do not claim to know those rules today — connecting them is work, not a translation. Tell us where you are: the order in which markets open is decided there.
Three plans
Zero, $8.99 or $17.99 a month.
One thing alone separates the first from the second: who fills in your statement. The rest is identical.
Statement
Manual entry, no banking credentials
$0
Free for life · no card
✓Unlimited manual entry · three taps per transaction
✓Eight common templates · 71% of entries in one tap
✓CSV statement import, with no month limit
✓Seven envelopes and a day-by-day calendar
✓Debts and a complete repayment plan
✓Dated goals and safety cushion
✓Full export, revocation, deletion
Join the list
Most chosen
Yoseri
No more typing — everything syncs
$8.99 / month
50% for beta testers · $4.50 / month
Everything in free, plus:
✓Automatic connection · 129 institutions
✓Refreshed four times a day
✓Up to 24 months of history imported
✓All three investment classes
✓Savings rule tracked, not just set
✓Sourced and dated findings · nine this month
Join the list
Yoseri+
To go deep into your investments
$17.99 / month
50% for beta testers · $8.99 / month
All of Yoseri, plus:
✓Monte Carlo · 10,000 simulations, fees included
✓Concentration caps per position
✓Fee comparison across the platforms where you have an account
✓Tax exports · totals prepared for your T4s
Join the list
No security feature is paid for. Revocation, deletion, full export and read-only stay free, for life, in all three plans. There is no “security” tier.
The real cost
Syncing comes with an invoice. Free does not.
This is not a commercial choice dressed up as generosity. The moment you connect a bank, someone sends Yoseri a bill.
Three connections, 4,380 reads a year.
In Jules’s case, three institutions are connected — Desjardins, National Bank and his broker — and the authorisation allows that data to be refreshed four times a day, for as long as he has not revoked access.
129 institutions available: banks, credit unions, cards and brokers
Four refreshes a day, per connection
Up to 24 months of history imported on connection
Revoking cuts the bill the same day — it is immediate
Principles
What your money does not buy.
Some things no plan unlocks, and others no cancellation takes away. Both lists are short and they do not move.