MoneyBrio
MoneyBrio is a personal finance software that helps users get their finances under control. It tracks spending and budgets, provides bank syncing, allows you to set financial goals, automatically categorizes transactions, sends alerts, and provides financial health reports and pr
budgeting
expense-tracking
financial-planning
bank-syncing
alerts
reports
MoneyBrio: Personal Finance Management Software
MoneyBrio is a personal finance software that helps users get their finances under control. It tracks spending and budgets, provides bank syncing, allows you to set financial goals, automatically categorizes transactions, sends alerts, and provides financial health reports and projections.
What is MoneyBrio?
MoneyBrio is a comprehensive personal finance application designed to help users manage their finances, budget, save money, invest, and plan for the future. It has an intuitive interface that connects with users' bank and credit card accounts to automatically import and categorize transactions.
Key features of MoneyBrio include:
- Spending tracking and budgeting - Set budgets for categories like groceries, dining out, etc. and track spending against those budgets. Get alerts when you go over budget.
- Bank account and credit card syncing - Securely connect accounts to automatically import transactions into MoneyBrio. Syncs with over 12,000 financial institutions.
- Automatic transaction categorization - Transactions are automatically categorized using machine learning, saving users time on manual entry.
- Customizable reports and projections - Get snapshot views of net worth over time as well as projections of savings goals and retirement readiness. Customize reports.
- Bill tracking - Add upcoming bills and due dates and get reminders to help avoid late fees.
- Investment tracking - Connect investment accounts to see balances and performance over time. Get retirement projections.
- Financial goals - Set short and long term saving goals like vacations, home down payments, etc. and track your progress.
- Alerts - Get alerts for unusual spending, large transactions, overspent budgets, and more to stay financially on track.
MoneyBrio aims to make money management and financial planning simple and stress-free. It provides the tools and insights needed for users to take control of their finances. The easy linking of financial accounts along with automatic transaction entries removes much manual work for the user. With its array of reports, budget alerts, bill reminders, and more, MoneyBrio helps users plan ahead and develop smart money habits over time.
MoneyBrio Features
Features
- Budgeting
- Bank sync
- Goal setting
- Transaction categorization
- Alerts
- Financial health reports
Pricing
- Freemium
Pros
Easy to use interface
Automatic transaction categorization
Bank sync and imports
Budget tracking and forecasting
Customizable categories and budgets
Financial health score
Cons
No investment tracking
Only connects to US/Canadian banks
Web version has fewer features than mobile
Limited reporting
No bill pay
Official Links
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