Your Money Line

Budgeting tools: We provide an ideal budget tool to see exactly what you spend monthly on all categories and clearly showing how your spending stacks up against the Ideal Budget percentages.

Financial Account Integration: Connect all of your financial accounts into one place to see your comprehensive financial picture. Our AI tool will offer you some suggestions along the way to make smarter financial decisions.

Debt calculator: We provide a chart to keep track of debt and a debt calculator that will automatically reorder each debt from smallest to largest balance to help you pay it off.

Net worth calculator: Calculate your family’s net worth using our calculator to see if your assets outweigh your debts.

Power Percentage®: Your Power Percentage® is a special metric that measures healthy financial behavior. It helps users determine whether or not they’re too dependent on their income as they head toward retirement.

Stability Assessment: Our proprietary stability assessment determines how financially stable you are right now and helps you understand your relationship with stability. Based on that score, you are put into a group to coach you to a happy financial life.