Money, in peace.

One calm place to organize your accounts, transactions, and budgets, personal and business, side by side, so you always know where your money stands.

Start your 14-day free trial See how it works

Read-only via Plaid · Optional 2FA · We never move your money

MoneyYogi Accounts dashboard showing net worth, assets, debts, and liquidity

Status

Calm & balanced

Scroll to enter

9:41Home

Tuesday

Good morning, Josh.

Net cash flow · this month

+$2,418

On pace · 18 days remaining

Cash

$12,402

Investments

$184,210

Debt

−$8,940

Property

$420,000

9:41Ask

Ask MoneyYogi

How much did I spend on coffee this month?

You spent $84.20 on coffee across 11 visits.

Blue Bottle$38.50

Sightglass$24.20

Local cafés$21.50

Ask anything…

9:41Accounts

Net worth

$607,672

+$12,418 this month

Chase

Checking ··4421

$8,210

Ally

Savings ··0093

$4,192

Vanguard

Brokerage

$184,210

Amex

Platinum ··1009

−$2,140

Zillow

Home (manual)

$420,000

Everything in one view

Your accounts, your budget, your month. In one quiet place.

Ask in plain English

A private space to ask questions about your own money. No spreadsheets, no judgment.

Your numbers, never ours

MoneyYogi reads your accounts so you understand them. It never moves money.

The conversation

Stop clicking through tabs. Just ask.

Live skill · Spend by category

Where did my money go last month?

You spent $4,812 across 187 transactions in October. The biggest movers were Groceries and Dining, together about 41% of the month.

Groceries$1,180

Dining$790

Transportation$612

Subscriptions$248

Coffee$84

Want this by week, by space, or compared to last month? I'll show you, you decide what to do.

Ask anything…

Things people actually ask

"How much on coffee this month?""Show me recurring charges""Top 5 merchants in October""Am I on pace with rent?""What did the LLC spend on software?"

MoneyYogi reads your own data: your accounts, your categories, your rules, and answers in plain English. It explains what's there so you can make the call. No spreadsheets, no judgment, no advice — just your own numbers, explained.

Want a human in the loop? Book a free coaching call with a real money coach, any time.

Built for

For anyone trying to get a grip.

01Anyone overwhelmed

Understand your money.

One calm place to see what's coming in, what's going out, and where you stand. For anyone who wants a clearer, healthier relationship with their money.

02Couples & households

A private place you can share.

A Space is your own calm view of your finances. Invite the people you trust, a spouse, a partner, an accountant, as editor or viewer. Same numbers, no logins traded back and forth, no spreadsheets in email.

03Self-employed

Business and personal, kept apart.

One login, separate Spaces for your life and your work. Keep business money clean from personal, switch in a tap, share each Space with only the people who belong there.

The modules

Four quiet places to live.

Accounts

Cash, investments, debt, property. Quietly synced through Plaid, read-only, always.

Transactions

Auto-categorized by your rules. Tags, merchants, recurring, all in one easy review.

Budgets

Budgeted, actual, remaining. Numbers that make the end of the month feel obvious instead of anxious.

Tasks

Cancel a subscription, move savings, follow up on a bill. Your money to-dos, with due dates and zero guilt.

Quiet by design

Secure isn't a feature. It's the floor.

PlaidRead-only connection. Never moves money.

AES-256Your data encrypted at rest and in transit.

MFAOptional two-factor authentication, on by one tap.

RLSRow-level security on every read. Your Space stays your Space.

MoneyYogi is a window into your money, never a hand on it. Not a bank, not a broker, not a tax filer.

Less stress. More peace.

Start your journey

Mindful finance for a modern life