MoneyCEO: Personal Finance

KEY FEATURES

ACCOUNTS DASHBOARD

MANAGE ALL YOUR ACCOUNTS IN ONE SECURE PLACE

With MoneyCEO, you can see all of your accounts in one place. Get an overview of your income, expenses and savings. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard.

TRACK YOUR CASH FLOW

The “Money In, Money Out, Money Kept” Cash Flow Chart allows you to see your total income and total expenses across all of your accounts, month over month.

TRACK YOUR INVESTMENTS

See how well your investments are performing.

MANAGE YOUR BILLS

Stay up to date with which bills are paid and still due.

PLAN YOUR BUDGET

Take control of your spending with budget planning.

BUDGET CALENDAR

Get a birds-eye-view of your finances month-to-month to learn from your spending habits to plan for the future.

GOAL PLANNING

Organize your purchase goals and simulate purchases to see how your future purchases will impact your bank accounts and credit card balances.

DEBT ELIMINATION

Use our “Pay with Purpose Debt Eliminator” to prioritize which accounts need to be paid off first to manage and eliminate your debt.

PERSONALIZED COACHING

You're not alone in this. Get custom private coaching on your specific financial situation.

WEALTH MANAGEMENT

Manage your net worth, cashflow, passive income, and tax write-offs.

BANK LEVEL SECURITY - SAFE AND SECURE

● MoneyCEO is secured using SSL 256-bit encryption—the same security protocol that banks use - to ensure that your sensitive personal information is fully encrypted and securely stored.

● The MoneyCEO app uses TouchID fingerprint authentication for added privacy and security.

● MoneyCEO does not store your online banking credentials.

MoneyCEO does not sell your information to anyone.

FROM YOU ARE A CEO

MoneyCEO is part of a suite of life achievement tools including: You Are a CEO - Life Coaching and Uplift - Mind Fitness.

By installing or using MoneyCEO, you agree to our Terms:

MoneyCEO currently connects to US financial institutions only.