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Features
Everything working for you.
The intelligence handles the daily work, so your whole money picture stays current. Here is all of it, in one practice.
Section 1
The intelligence
Transactions arrive already sorted, so the record stays current without data entry. New to this? Read our guide on how to track your expenses.
Smart categorization
Every transaction sorted the moment it lands, with merchant memory that learns your corrections.
The MoneyYogi Sweep
A focused review queue that surfaces only what needs your eyes. Most days it takes minutes.
Recurring bills
Subscriptions and bills detected and tracked automatically so nothing sneaks up on you.
Tags
Layer your own meaning on top of categories. Trips, projects, seasons, anything.
Insights
Trends and patterns from your real behavior, not generic benchmarks.
Ask MoneyYogi
An AI guide that knows your finances and the MoneyYogi philosophy, and answers in plain language.
Net worth at a glance
Brokerage and retirement balances sit next to cash and debt, so the full picture updates itself.
The vault
A secure place for documents that matter, shared safely with your guide.
On the horizon, the MoneyYogi agent
An AI that does not just answer but acts, handling money tasks with your approval. In active development.
Section 2
The guide in the app
Ask MoneyYogi works from your live picture, in plain language, every day.
Always working from your live data
Every answer starts from the same picture the app keeps up to date.
Built around your actual numbers
Your categories, your merchants, your season, not generic benchmarks.
Plain language, on demand
Ask a question in your own words and get an answer you can act on.
Momentum you can see
Tasks and check-ins keep the work moving after week one.
Money Holistics
Want to work with a human advisor?
Josh works one on one with a limited number of clients through Money Holistics, a Texas registered investment adviser. Planning, investing, and a real person who knows your situation.
See how that worksAdvisory services are provided by Boundless Wealth LLC, dba Money Holistics, a Texas registered investment adviser. MoneyYogi LLC provides software only and does not provide investment advice.