Pricing

Our business model is simple: Charge a reasonable fee for a great product.

Monthly

$9/month

Charged monthly after your 34-day free trial.

No commitment.

Annual

$95/annually

Charged annually after your 34-day free trial.

No commitment.

Benefit Packages

Volume-based

Discounted pricing for employers or institutions offering MoneySwell as a benefit for employees or students.

Schedule a 30 minute demo!

Start My Free Trial

No credit card required, no commitment. And we never sell your personal data.

Any Plan, All the Features

Whether you choose Monthly or Annual, every subscription to MoneySwell includes all these features.

Accounts & Net Worth Tracker

One-click sync across accounts, historical tracking, customizable update rules

Retirement Planner

Discover what you need, how much to save, & track your progress

Recurring Money Task Manager

Always know what to do next with your customizable monthly/weekly/daily money checklist

Financial Priorities Action Plan

Your customizable education & action plan to move from Financial Foundations to Financial Abundance

Budget Planner Basic (Beta!)

Stay on top of income, saving, & spending. Basic version during beta, enhanced version in 2024!

All Future Action Plans

Every guided plan we create for life’s key financial moments

All Future Features

All upcoming tools and features to ensure MoneySwell meets your needs

MoneySwell Blog

Who are we kidding? Everyone gets this! No subscription needed. ;)