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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 a Routine, Not a Chore
Humans are creatures of habit. MoneySwell helps you build a money routine that actually sticks by striking the perfect balance between smart automation and the control you need.
Focus on Progress, Not Perfection
You don’t need to categorize every cup of coffee to get ahead. MoneySwell uses sustainable weekly and monthly checkpoints that keep you moving forward without the “data-entry” burnout.
Your Financial Roadmap, Simplified
No more guessing what to do next. MoneySwell builds a customized action plan based on your life. Read short, 2-minute guides, take action, and watch your progress circles grow as you move from Foundations to Independence.
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.
The one minute survey helps us customize which tasks show up in your action plan.
A mix of education and action steps. You'll complete your first step in minutes.
You'll add your accounts, set up Budget Planner, and start your Retirement Planner.
Use MoneySwell for a month and a bit more. You'll know if MoneySwell works for you.
in Boulder CO & San Diego CA.