Take control of your finances, with confidence.

MoneyWise helps you manage your complete financial picture, simply and securely.

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Why MoneyWise?

Simplified financial view

A clear view of your money

See all your accounts in one place, with easy-to-understand summaries.

Encouragement and support

Encouragement, not judgment

We provide helpful nudges and positive reinforcement to help you reach your goals.

Bank-level security

Bank-level security

Your financial data is encrypted and protected with the highest security standards.

All the tools you need, without the clutter.

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Automatic Transaction Categorization

We automatically sort your spending, and you can easily make corrections.

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Flexible Goal Tracking

Set financial goals and track your progress. We'll help you adjust to life's ups and downs.

Investment monitoring icon

Simplified Investment Monitoring

Understand your investments without the jargon. See how your money is growing.

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Secure Family Sharing

Share accounts and financial information with family members, with full control over what they can see.

Your security is our top priority.

We use bank-level encryption and the latest security protocols to keep your financial data safe and private. You are always in control of your information.

Learn more about our security practices

See what our users are saying

"MoneyWise has been a game-changer for my family. We finally feel like we're on the same page with our finances."
- Sarah L.
"As a student, I was intimidated by budgeting apps. MoneyWise is so easy to use and has helped me save more than I thought possible."
- David C.
"I'm rebuilding my credit after a tough time. MoneyWise has been a supportive and non-judgmental tool in my financial recovery."
- Emily T.