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Achieving Wealth Starts with Understanding Spending
MoneyWellth AI brings clarity to spending patterns to support smarter, more intentional financial decisions.
TRACKING
Instantly sync your accounts for a real-time look at your balances, spending, and trends. A smarter financial journey starts with seeing it all together.
January Budget
$5,000
January Spending
$3,466
Avg. Monthly Spending
$3,246
-12%STAY ON BUDGET WITHOUT SPREADSHEETS
Instantly sync your accounts for a real-time look at your balances, spending, and trends. A smarter financial journey starts with seeing it all together.
CREDIT UTILIZATION
Chase Bank | Southwest Rapid Rewards
Bank of America | Alaska Airlines Credit Card
Improve Your Credit Score With Clear Guidance
Receive smart alerts that break down the factors behind your credit score and guide you toward habits that improve it.
JANUARY CASH FLOW
$1,922Current monthly cash flow
| $6,250 Income |
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| $4,328 Spending |
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Know Exactly What’s Left to Spend
Gain visibility into income and expenses to support healthier financial habits and reduced money stress.
Change Your Relationship With Money Today
A Smarter Way to Manage Your Money
MoneyWellth is designed using behavior-change principles to bring clarity to spending and support more confident, informed financial decisions.
Discover where your money is going — instantly.
Track spending, stay ahead of bills, and build a budget that actually works for real life.
SEE YOUR ENTIRE FINANCIAL LIFE IN ONE PLACE.
Connect checking, savings, credit cards, loans, and investments to get a complete view of your finances without switching between apps.
Understand what’s impacting your credit Score — before it does.
Gain clarity on the connection between spending, payments, and credit health. Stay informed, be alerted, and protect your path to financial growth.
TURN EVERYDAY MONEY DECISIONS INTO LASTING HABITS.
Personalized insights and simple tracking tools help you stay accountable, make informed choices, and build healthier financial habits over time.
Try Premium Risk Free – Elevate Your Experience
Discover the enhanced capabilities and exclusive features available with Premium. The average MoneyWellth premium user saves $500 in the first 3 months.
FREE
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Account Linking
Link all of your accounts, checking, savings, credit cards, loans, and investment accounts to see everything in one place.
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Monthly Budget Tracking
With our free plan your transactions and balances are pulled in one time a month and can be refreshed one time a month to passively manage your budget.
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Goal Setting
Set and customize your financial goals within the app to stay focused and motivated on your path to financial success.
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Net Worth
Connect all your accounts in one place to easily view and track your net worth, giving you a clear picture of your financial landscape.
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Resource Library
Dive into our extensive library, filled with courses and articles tailored to enhance your financial literacy.
WITH PREMIUM
Everything with free and more…
Real-Time Budgeting & Enhanced Insights
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Nightly Transaction Updates
With premium your transactions will be pulled in every night allowing you to actively track your budget in each category.
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Subscription Management
View all of your subscriptions in place to know what you are paying for to see where you can cut back.
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Top Spending Insights
See your top spending locations to know where your money is going and easy ways to save more.
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Account Alerts
Receive real-time account alerts to keep you informed and in control of your budget
Enhanced Money Resources
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Active Investment Tracking
View regular updates of your balances on all of your investment accounts to actively see how your investments are growing
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Debt Payoff Insights
Receive insightful debt alerts that help you stay on top of repayments and strategize your way to becoming debt-free.
ADDITIONAL FEATURES
Explore Additional MoneyWellth Features
Learning Essentials
Dive into our extensive library, filled with courses and articles tailored to enhance your financial literacy.
Financial Planning
Explore our comprehensive 4-Step Plan designed to transform your financial life.
Tracking Tools
Stay on top of your financial progress with our intuitive trackers for debt payoff and cash building
Customer Success Story
MoneyWellth lead EHA Wellness Employees to happieer, healthier, and wealtheir lives
MoneyWellth is build by behavior change principles to helpes you stay on top of your daily habits abnd build better money habits to frow your net worth
Tap into smarter spending
MoneyWellth puts the power of smart money management right at your fingertips
