MyMoney
Early accessSee all your money.
Understand what changed.
Plan what comes next.
Everyday finances, planning, investments, crypto, and tax organization in one private, read-only dashboard. See what deserves attention and explore what comes next.
Sample data in the demo. No account required. MyMoney never moves your money.
A connected picture
Fewer tabs. More context.
Balances, bills, investments, and plans belong to the same financial life. MyMoney brings them together so today’s decisions and tomorrow’s plans start from the same numbers.
Know where you stand
See accounts, transactions, income, bills, budgets, and net worth together. Catch changes without hunting through separate apps.
Plan from real numbers
Track goals, explore cash-flow forecasts, and keep tax information organized using the financial picture you already built.
See more than bank balances
Bring supported bank accounts, brokerages, Coinbase wallets, and manually tracked assets into one view.
Focus on what needs attention
Choose alerts for bills, unusual activity, balance changes, and money patterns, based on your plan and preferences.
Optional AI
Ask in plain English.
Use Advisor to explore changes, organize transactions, build budgets and goals, and understand cash-flow scenarios. AI can be turned off at any time.
AI responses may be inaccurate and are not financial, investment, legal, or tax advice. Read the AI disclosure →
Simulator
Experiment without touching real money.
Try paper portfolios, backtest sample strategies, and replay market periods in a separate sandbox, without placing a trade.
Simulations are scenarios, not predictions.
Personalization
A dashboard that fits the way you think.
Choose cards, layouts, saved dashboards, and light or dark themes to keep your priorities in view.
Privacy & control
Visibility without custody.
MyMoney uses read-only financial connections. Application access requires multi-factor authentication, connection credentials are encrypted at rest, and financial records use database-level access controls. Household sharing is opt-in.
Plans
Start with what you need.
Basic
The day-to-day financial picture: connected accounts, a dashboard, and a preview of AI features, with optional add-ons.
Pro
More depth across planning, investments, AI, alerts, simulation, and personalization.
Features and connection availability depend on your plan and supported providers.
View current pricing and plan details →A few common questions.
Can MyMoney move or invest my money?
No. MyMoney is read-only. It does not initiate transfers, execute trades, or move funds.
Which accounts can I connect?
Eligible bank and card accounts through Plaid, supported brokerages through Plaid or SnapTrade, and Coinbase wallets through a read-only connection. Availability varies by institution and plan.
Do I have to use AI?
No. AI features can be disabled. When enabled, they help explain and organize information, but their output may be incomplete or wrong and is not professional advice.
Can I share finances with a partner?
MyMoney includes optional household workflows. Sharing is opt-in, and tax sharing is controlled separately.
Can I delete or export my data?
MyMoney includes account-deletion and data-export request workflows. Its Privacy and Data Retention pages explain timing and scope.
Can I try it without connecting an account?
Yes. The interactive demo uses sample data and does not require an account or live financial connection.
Why is access limited?
MyMoney is independently built and opening gradually so connections, billing, support, and the overall experience can be verified before wider release.
Built by Walsh Design Works
Software, data, and design in one product.
Our work on MyMoney spans product strategy, interface design, data modeling, third-party integrations, AI workflows, privacy controls, billing, and launch systems.
Talk to us about your product →See it for yourself.
Explore the dashboard, planning tools, investments, and themes with sample data.
Early access
Opening gradually.
Explore MyMoney with sample data, then request an invitation to connect your own accounts.
We’ll email you if a spot becomes available. Privacy notice