MoneyswellReviews of moneyswell.com

MoneySwell is a straightforward personal finance management tool designed to help individuals build healthy money habits, follow a clear financial plan, and achieve long-term financial wellness in just minutes a month. We cut through the complexity of traditional budgeting and tracking, focusing instead on impactful routines, consistent progress, and the big picture.Our platform provides a customized action plan based on a quick survey, guiding users through essential steps and integrating bite-sized financial education. The MoneySwell Toolbox includes one-click account syncing for tracking your assets and liabilities, a streamlined Budget Planner with monthly updates, a Financial Priorities action plan, and a dedicated Retirement Planner dashboard.MoneySwell is built on a foundation of simplicity, privacy, and focus. Our goal is to keep personal finance manageable and private. You should be able to manage your money in only minutes a month and we never sell your data, period. We also ensure a clutter-free experience with zero in-app ads.Our Mission and Values:1. Act In Users’ Best Interests: Our objective is to help users improve their financial health. Put users first.2. Keep Personal Finance Personal: We don’t sell users’ personal data. User data belongs to users. Period3. Be a Tool, Not An Advertising Platform: Our customers are our users, not credit card companies looking for advertising space.4. Focus On Action: Improving financial wellness means taking action. Strive to help users take meaningful action.5. Be Transparent: Make money transparently. Charge a reasonable fee for a great product.6. No Gimmicks: No one trick will drive holistic financial health. Focus on the big picture and the long-term.

Moneyswell (moneyswell.com) has 8 customer reviews on Five Star Index, with an average rating of 5.0 out of 5.

Also known as

moneyswell.com

Website

moneyswell.com

Category

Investments & Wealth

Location

Boulder, Colorado

Listed on Five Star Index

2026