MyMoneyAnalytics

Optimize your financial life!

We teach you how to master your money - not just manage it. My Money Analytics blends smart tools, simple systems, and practical education to help you organize, pay off debt, and start building wealth on your terms.

Your Journey to Financial Freedom - Simplified

Our 3-part framework meets you where you are and grows with you - one smart money move at a time.

My Money Blueprint

Your 11-step roadmap to financial clarity - discover where you stand, set your goals, and design your personal wealth plan.

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My Money Flow

Turn your money into a system that runs itself - automate income, bills, savings, and investing with ease.

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My Money Breakthrough

Finally conquer debt, your way - with a strategy that fits your life and keeps you motivated to finish strong.

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Want to confirm your bank or brokerage is available before you create an account? Check supported institutions for the live US Plaid coverage currently available in My Money Analytics.

Smarter Tools for Real-World Finances

Start with live Core tracking, then preview the next planned tiers for budgeting, transactions, and advanced investing workflows.

Core

Live now

Track live balances, debt, investments, and net worth.

  • - Dashboard, Net Worth Tracker, Cash Accounts, Investment Accounts, and Liabilities
  • - Plaid linking enabled for eligible accounts, up to 8 linked institutions
  • - Balance and snapshot tracking for eligible cash, debt, and investment accounts

Power

Coming soon

Preview budgeting and transaction workflows planned for the next tier.

  • - Everything in Core
  • - Budget and Transactions sections
  • - Transaction-enabled activity for cash and debt account detail views

Pro

Coming soon

Preview portfolio and holdings workflows planned for advanced users.

  • - Everything in Power
  • - Holdings and Investment Activity sections
  • - Investment account activity unlocked

Bank-level security, guaranteed. My Money Analytics connects to your accounts through Plaid, with support for major institutions like Chase and Fidelity. Your credentials are never shared or stored, and Plaid provides read-only access to help keep your data safe.

Ready to finally feel in control?

Generate your My Money Plan in minutes!

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Want to learn more? Explore our free guides to educate yourself today.