Act In Users' Best Interests
Our objective is to help users improve their financial health. Put users first.
Go beyond the budget.
And make money management meaningful.
MoneySwell is a guided, holistic, & sustainable approach to achieving your financial goals.
Try For Free* 34 Day Free Trial. No credit card required, and we never sell your data.
“
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.”
— Denise, Florida
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
Categorize every cup of coffee if you like (it's automatic anyway). But with smart tasks, MoneySwell focuses your attention on the things that matter. And that's what makes it sustainable.
Your Financial Roadmap, Simplified
No more guessing. MoneySwell builds an action plan based on your life. Read short guides, take action, and watch your progress as you move from Foundations to Independence.
A product built on values
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Keep Personal Finance Personal
We don't sell users' personal data. User data belongs to users. Period
Be a Tool, Not An Advertising Platform
Our customers are our users, not credit card companies looking for advertising space.
Focus On Action
Improving financial wellness means taking action. Strive to help users take meaningful action.
Get Started
Sign up with no credit card and get 34 days to explore MoneySwell. Setup is quick and easy and we'll guide you through it step by step.
No surprise charges—just time to see if MoneySwell fits your money routine.
Curious about pricing? Check it out.