Pricing2024-12-09T13:39:27-07:00

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, volume-based pricing for employers or institutions as an employee or student benefit.

Schedule a demo!

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’s next with your customizable money checklist
Financial Priorities Action Plan Your education & action plan to move from Financial Foundations to Financial Abundance
Budget Planner (Beta!) Stay on top of income, saving, & spending with features allowing for quick and easy updates just once a month.
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. ;)

34-day free trial. No commitment, no credit card required. And we never sell your personal data.

Go to Top