Cozi has been one of the best-known free family organizers for over a decade — a shared calendar, shopping lists, and to-do lists that just work. It’s a great starting point. The question is what happens once a household also needs to track shared money and shared documents.
At a glance
Cozi
Best for: families who just need a shared calendar
Strong shopping lists, a color-coded family calendar, and a recipe box families rely on.
No finances, no document storage; the free calendar has been capped at a 30-day window since May 2024.
SameNest
Best for: couples & households sharing money too
Calendar, finances with bank statement import (CSV, Excel, or PDF), groceries, and documents in one place.
Newer app, no ad-supported free tier — 30-day trial, then $4.99/mo.
Feature comparison
| Feature | Cozi | SameNest |
|---|---|---|
| Shared calendar | Yes | Yes |
| Shopping list | Yes | Yes |
| Chore / task assignment | Basic to-dos | Yes |
| Expense tracking | No | Yes |
| Bank statement import (CSV, Excel, or PDF) | No | Yes |
| Document storage | No | Yes |
| Free tier | Limited (30-day calendar + ads) | Trial |
| Mobile app | Yes | Web + install |
On price: Cozi Gold is $39/year (~$3.25/month) and the AI-flavored Cozi Max is $79.99/year. SameNest is $4.99/month after a 30-day trial — 1 extra member included, then $1.99/mo each.
Which one should you pick?
Just need a family calendar and shared lists: Cozi. It does that job very well — just know the free calendar is now capped at a 30-day window.
Also want to track shared expenses and documents: SameNest. Cozi doesn't do either.
The bottom line
Cozi remains a solid choice for calendar-first households, even with the 30-day cap on its free tier. Once money and documents enter the picture, it stops being enough — that gap is exactly what SameNest was built to close.
If Splitwise is also on your shortlist, our SameNest vs Splitwise comparison covers the money-splitting angle, and our comparison of the best household management apps in 2026 walks through seven tools across the whole field. When the money side is the real question, start with our complete guide to shared household expenses.