MoneyYogi AI

Money, finally clear.

Name: MoneyYogi
Price: 20 USD

Every dollar, personal and business, organized, tracked, and understood. Automatically.

One place. Every dollar.

If it has a dollar sign, MoneyYogi tracks it. Everything you own, owe, earn, and spend, personal and business alike.

MoneyYogi accounts dashboard on a laptop and phone showing net worth, assets and debts, and freedom score

You connect it. MoneyYogi organizes it.

Checking, savings, credit cards, loans, investments, and property. Link what has a login, add manually what doesn't, and it all lands in the same picture.

Nothing slips through.

Every dollar in and every dollar out, sorted by category and merchant without you touching it. Watch the month take shape as it happens.

Ask anything. Get a straight answer.

Answers come from your actual numbers, not generic rules of thumb. Ask what you spent, what you can afford, or what changed, and get it back in plain language.

Organized is just the start.

Every feature serves the same practice: see your money clearly, understand what it's telling you, and act on it with intention.

Teach it once. It remembers.

Tell MoneyYogi that Costco is groceries or that this card is business, and it sticks: that merchant, that account, every time after. No rules to write, none to maintain.

Line-drawn brain surrounded by a looping arrow

Personal here. Business there.

Separate spaces keep separate money clean. Invite your spouse, partner, or financial team to one space or every space you own, and each person sees exactly what they should.

Toggle switch between a home and briefcase

Know what's coming.

MoneyYogi spots recurring bills and subscriptions on its own, even the ones you forgot about, and lays them out on a calendar: what's due, what's new, what's next.

Eye looking over a calendar with upcoming bill markers

See the patterns.

Follow any category, or drill into a single merchant, across months. What's creeping up, what's settling down, and what actually changed.

Budgets, without the guilt.

Set guardrails where you want them and skip them where you don't. MoneyYogi tracks plan against reality and gives it to you straight.

From insight to action.

Turn what you notice into goals and next steps you actually track, then watch your Freedom Score climb as you move toward your vision.

Lightning bolt beside a next-steps checklist

Work with the founder

Want to speed up your journey?

The app gives you the picture. If you want one-on-one advice from the founder himself, there are two ways to go deeper.

The 6-Week Money TurnaroundSix weeks, one on one, building the system that runs your money: what comes in, what stays, and what goes out. You finish with an operating system that runs on its own.For owners, freelancers, and anyone ready to rebuild how their money flows in and out of their life.Money HolisticsOngoing work with a fiduciary. Your investment strategy is built for you and managed for you, with planning that goes deeper with every conversation.For households with at least $250,000 invested.

Meet Joshua Humada

See it all, free

All change starts with awareness. Yours starts here.

Personal and business, every account in one view, minutes after you connect. Once you see it all, you can't unsee it.

Try MoneyYogi free

MoneyYogi is software provided by MoneyYogi LLC. It is a self-directed tracking and organization tool. MoneyYogi LLC does not provide investment advice, tax advice, or legal advice, and does not recommend any security, investment, or investment strategy. Account connections are read-only; MoneyYogi cannot initiate transfers or move funds. MoneyYogi LLC is affiliated with Boundless Wealth LLC d/b/a Money Holistics, an investment advisor, through common ownership. Use of MoneyYogi software does not create an advisory relationship, and you are not required to become an advisory client to use the software.