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: Set goals for income, saving, & spending
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 Priorities
Your personalized action plan for financial progress
Financial Priorities: Follow a customized, CFP-reviewed action plan
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.
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.