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Pricing

Choose your level of guidance.

One plan. Everything included.

MoneyYogi

$20/month

Billed monthly. 14-day free trial.

Full AI included

The system and methodology to organize your accounts, budgets, and net worth on your own.

Start 14-day trial
  • The MoneyYogi system and method
  • Unlimited accounts and transactions
  • Shared personal and business spaces
  • Budgets, goals, and net worth snapshots
  • Read-only sync and 2FA security

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 works

Advisory 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.

Read-only via Plaid · Optional 2FA · No money movement, ever

A few honest answers.

Can I cancel anytime?
Yes. Cancel from settings; you'll keep access until the end of the current billing period.
Do you offer refunds?
Yes — MoneyYogi offers a 30-day money-back guarantee on paid subscriptions. See our Refund Policy for details.
Can I export my data?
Yes. Export your data yourself from Settings → Privacy & Data — you'll get a CSV/JSON download of your accounts, transactions, budgets, goals, and net worth history. For security, we email a 6-digit verification code to the address on your account before the download is generated.
What's not included?
MoneyYogi never moves money, executes trades, or files taxes. Plaid is read-only, always.