Assets & Liabilities
One-click sync across all your accounts
Assets & Liabilities: One-click Account Syncing
I want to see all my accounts in one place, track my financial history, and see my progress.
Features
Make real financial progress.
Designed to keep money simple so you can live your best life.
Budget Planner
Once a month updates to keep you on track
Budget Planner: Build a budget from your spending history in seconds
I want 'set-it-and-forget-it' rules that just work. Mostly, I just want to be sure I'm on pace so I have the data to stay motivated.
Financial Education & Action Plans
Customized education and action steps on a range of financial topics.
Financial Education & Action Plans: Follow customized, CFP-reviewed action plans
I want a tool that knows my data and so it can help educate me on that "next right step" for long-term financial success.
Retirement Planner
Your dashboard for long-term plans
Retirement Planner: Estimate your needs & retirement timeframe
I want to know how much I need to save to hit my target. I want an easy estimate of how my portfolio is performing without entering every trade.
Transactions
Every transaction across every account
Transactions: Get perfect clarity on where your money goes
The Action Needed tab of my transactions tool focuses my attention on the five things that actually need my attention so I'm not overwhelmed by the rest.
Bills & Subscriptions
Never forget a bill or subscription again
Bills & Subscriptions: See all your bills & subscriptions in one place
Bills and subscriptions are a fact of life these days. Having a central location to manage it all has saved me money and peace of mind!
Free for 34 Days
The first month + is on us. Find out if MoneySwell works for you without commitment. And since no credit card is required for your trial, there's no risk. Oh, and we never sell your data. Your data belongs to you. Period.