Frequently Asked Questions

Coastline is a personal finance app built natively for macOS. It helps you track your net worth, project your financial future, manage your portfolio, analyze taxes, set budgets, and model withdrawal scenarios — all in one place.

No. Coastline is a native macOS application. This means it's fast, integrates with your system, and your data benefits from macOS-level security. You download and run it directly on your Mac.

Coastline requires macOS 14 Sonoma or later, and works on both Apple Silicon and Intel Macs.

No. While Plaid is the easiest way to keep your accounts synced automatically, you can also add accounts manually or import transactions via CSV. You're free to mix and match — use Plaid for some accounts and manage others by hand.

Yes. Coastline comes with a 14-day free trial with full access to every feature. You'll enter your payment details when you start the trial, but you won't be charged until the 14 days are up. Cancel anytime before that and you pay nothing.

Coastline is $9.99/mo or $89.99/yr when you buy directly from us. It's also on the Mac App Store at $12.99/mo or $99.99/yr — the difference is Apple's platform fee. Either way, you get the same app with a 14-day free trial.

Absolutely. You can cancel your subscription at any time. You'll retain access to Pro features until the end of your current billing period.

If you subscribed through our website, you can manage your subscription through the Lemon Squeezy customer portal — accessible from within the app or by contacting support. If you subscribed through the Mac App Store, manage it through System Settings > Apple ID > Subscriptions.

Yes. If you're not satisfied, contact us within 14 days of your purchase for a full refund. After 14 days, you can still cancel and your access will continue until the end of your billing period.

Account connections are handled securely through Plaid, a trusted financial data provider used by thousands of apps. We never store your bank login credentials. Your account balances, transactions, and holdings are encrypted with a per-user key before being stored on our servers.

No. Your financial data is never sold, shared with third parties for marketing, or used for advertising. See our Privacy Policy for full details.

Plaid is a secure financial data service that connects your bank and investment accounts to apps like Coastline. When you link an account, you authenticate directly with your bank through Plaid — we never see your credentials.