For a brief overview of MoneyDesktop or MoneyMobile, we invite you to watch the videos below

TELL YOUR MONEY TO SHAPE UP

MoneyDesktop delivers a better way to budget. Visualize and interact with your budgets in a more meaningful way – using bubbles!

Since not all budgets are created equal, using circles or “bubbles” to represent budgets allows you to quickly identify budgets that need the most attention.

At a glance, you will be able to determine a budget’s:

• State/Status (color) over, under, or near budget
• Relative Value (size)
• Spending Progress (meter)
• Relationship to other budgets

TELL YOUR MONEY TO MAKE UP ITS MIND

Don’t just track spending, know your spending! Get powerful insights on where, when, and how you spend.

MoneyDesktop automatically categorizes and tracks spending from all your accounts, so you can see where your money is really going. Unlike other spending pies, MoneyDesktop reinforces the parent-child relationship of categories, giving you in-depth insights into your spending habits.

TAKE CONTROL OF YOUR FINANCIAL FUTURE

MoneyDesktop allows you to create a customized financial plan that fits your lifestyle.

This includes data visualization that reflects debt details – allowing a user to quickly see which debts are being paid down and for how long.

At some point in our lives, most of us have borrowed beyond our means. If you’re in over your head, MoneyDesktop is designed to give you step-by-step instructions on how to get out of debt, and stay out for good.

GET THE BIG PICTURE

The Net Worth app displays data that can be immediately actionable and motivating.

For those users that have a lot of debt and slow changes each month, net worth can be a daunting report. The Net Worth app allows you a contextually accurate data visualization of your assets vs. liabilities.

Quickly determine if you are moving in the right direction – and to what degree. Even the smallest changes are easy to see and place in context.