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01Anyone overwhelmed
If money feels noisy.
One screen. Net cash flow at the top. Every account underneath. The signal, separated from the static.
The calm finance app
Money,
in peace.
One app for your accounts, transactions, budgets — and the questions you actually ask about your money.
Read-only via Plaid · Optional 2FA · No money movement, ever
9:41MoneyYogi
This month
Net cash flow
On pace
+$2,418
18 days remaining
Whole Foods
Groceries
Stripe payout
Income
Blue Bottle
Coffee
HomeAccountsBudgetsTasks
5 min
to your first answer
Scroll to enter
9:41Home
Tuesday
Good morning, Josh.
Net cash flow · this month
+$2,418
On pace · 18 days remaining
Cash
$12,402
Investments
$184,210
Debt
−$8,940
Property
$420,000
9:41Ask
Ask MoneyYogi
How much did I spend on coffee this month?
You spent $84.20 on coffee across 11 visits.
Blue Bottle$38.50
Sightglass$24.20
Local cafés$21.50
Ask anything…
9:41Accounts
Net worth
$607,672
+$12,418 this month
Chase
Checking ··4421
Ally
Savings ··0093
Vanguard
Brokerage
Amex
Platinum ··1009
Zillow
Home (manual)
One calm view
Your money, finally in one breath.
Just ask
Conversations replace clicking through tabs.
Every account
Cash, investments, debt — connected and current.
The conversation
Stop clicking through tabs. Just ask.
Live skill · Spend by category
Where did my money go last month?
You spent $4,812 across 187 transactions in October. The biggest movers were Groceries and Dining, together about 41% of the month.
Groceries$1,180
Dining$790
Transportation$612
Subscriptions$248
Coffee$84
Want this broken down by week, or compared to September?
Ask anything…
Things people actually ask
"How much on coffee this month?""Show me recurring charges""Top 5 merchants in October""Am I on pace with rent?""What did the LLC spend on software?"
MoneyYogi reads your own data — your accounts, your categories, your rules — and answers in plain English. No spreadsheets, no filters to learn.
Built for
Three lives, one app.
02Couples & households
Share without surrender.
Bring your partner in as editor or viewer. Same numbers, no spreadsheet emails, no logins traded back and forth.
03Self-employed
Personal and business, one login.
Spaces keep your LLC clean from your life. Switch contexts in a tap. Tax season stops being archaeology.
The modules
Four quiet places to live.
01
Accounts
Cash, investments, debt, property. Connected through Plaid, read-only.
02
Transactions
Auto-categorized by your rules. Tags, merchants, recurring — no scrolling forever.
03
Budgets
Budgeted, actual, remaining. Math that turns the month from anxious to obvious.
04
Tasks
Cancel a subscription, move savings, follow up on a bill. Money to-dos, with due dates.
Quiet by design
Secure isn't a feature. It's the floor.
PlaidRead-only · never moves money
AES-256Sensitive numbers encrypted at rest
MFARequired on every login, no bypass
RLSRow-level security on every query
MoneyYogi is not a bank, broker, or tax filer. It's a window — never a hand.
Less app.
More peace.
Seven days free. Twenty dollars a month after. Cancel in two taps.
Start your trialAnnual$199/yr
Monthly$20/mo
Mindful finance for a modern life