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It shows me exactly what to do next and gives me control based on the preferences I set. It’s my new money routine that’s actually kind of fun.”
I did the messy spreadsheet thing for years. But with MoneySwell, I’m focused on the meaningful parts of personal finance and it’s simpler than I thought.”
I’m more on top of my finances than ever but I’m spending less time focused on it. I guess that’s what happens when you follow a plan.”
Why MoneySwell Works
Build Healthy Money Habits
Humans are creatures of habit. MoneySwell helps you develop an impactful routine, striking a balance between involvement and automation.
Focus on Progress, Not Perfection
For most people, tracking every transaction isn’t necessary. With MoneySwell, you set recurring tasks with weekly or monthly checkpoints that are sustainable and effective.
Learn What Matters Most
Financial education matters, but shouldn’t be burdensome. MoneySwell integrates educational content and action steps directly into your customized journey.
The MoneySwell Toolbox
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Assets & Liabilities
One-click sync across all your accounts
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Budget Planner
Once a month updates to keep you on track
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Financial Priorities
Your action plan for holistic financial progress
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Retirement Planner
Your dashboard for long-term plans
Popular Posts
Financial Education
We’ve all heard the common refrain that “personal finance isn’t taught in schools.” And it’s true. By and large, it’s not. But if you’re interested…
Investing, Retirement
Credit Score
A Product Built on Values
Try for Free
When you sign up, we’ll guide you through each step to get you up and running in no time.
1. Take Your 10 Question Survey
The one minute survey helps us customize which tasks show up in your action plan.
2. Start Your Action Plan
A mix of education and action steps. You'll complete your first step in minutes.
3. Build Your Dashboards
You'll add your accounts, set up Cashflow Goals, and start your Retirement Planner.
4. Try Free For 34 Days
Use MoneySwell for a month and a bit more. You'll know if MoneySwell works for you.