Features

Less to read.
More to feel.

MoneyYogi gives you a single, breathable place for the money that's already yours.

Accounts

Every balance, in one breath.

Cash, investments, debts, property, business equity. Linked through Plaid in read-only mode, refreshed in the background, never asked to move money.

Transactions & Rules

Sorted automatically. Reviewed by you.

Plaid's enrichment plus your own rules quietly categorize everything. Tags, merchants, recurring detection, and a clean review queue when you want it.

Budgets

Budgeted. Actual. Remaining.

Per-category, per-space. The math that turns the end of the month from anxious to obvious. No guilt-tripping, no streaks, no neon.

Spaces & Sharing

Personal and business, kept honest.

One login, many spaces. Share a space with your partner, accountant, or team with owner / editor / viewer roles. Privacy stays where it belongs.

Security & Privacy

Built like a vault.

Optional two-factor authentication (TOTP). AES-256 at rest for sensitive numbers. TLS in transit. Read-only access to institutions, always. Zero impersonation.

Try it for seven quiet days.

Start your trial

Less to read.More to feel.