MoneyOS is the all-in-one finance dashboard for people who want to grow wealth — not just track it. Accounts, budgets, goals, and an AI that actually understands your money.
No credit card required · Free forever plan available
Features
Built for people who want real insights, not just pretty numbers.
Track accounts, transactions, investments, and net worth — all in one beautiful dashboard.
Ask plain-English questions about your finances and get smart, personalized insights instantly.
Set savings goals, track progress, and get alerts before you overspend your budget.
Monitor utilization, due dates, EMI schedules, and payoff strategies in one place.
Track stocks, mutual funds, and crypto portfolios with live P&L calculations.
JWT auth, encrypted tokens, HTTPS everywhere. Your data stays yours.
How it works
Sign up free. No credit card, no commitment.
Add bank accounts, cards, loans, and investments manually.
Ask the AI anything about your finances and watch your net worth grow.
Pricing
Start free. Upgrade when you want more.
Free
Free
Everything you need to get started
Pro
$9/mo
For serious money managers
Yes. All data is encrypted in transit (HTTPS) and at rest. Passwords are bcrypt-hashed and never stored in plain text. JWT tokens expire automatically.
Manual entry is supported for all accounts. Bank sync via Plaid is on our roadmap for the Pro plan.
Yes — you can export transactions as CSV at any time. Your data is always yours.
The AI reads summarized financial data (not raw transactions) from your account and uses that context to answer your questions. No sensitive data is sent unnecessarily.
Join thousands tracking their finances with MoneyOS. Free to start.
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