Financial Management Platform

Your Money.
Your Rules.

Import transactions from anywhere. Tag them your way. Understand your spending like never before.

Start Tracking Free See How It Works
100% Your Data
Any Bank Format
Unlimited Tags
Salary Deposit +$4,250.00
Income Work
Electric Bill -$142.50
Utilities Essential
Coffee Shop -$6.40
Food
Capabilities

Built for Maximum Flexibility

Stop fitting your finances into rigid categories. Moneyz adapts to how you think about money.

Universal Import

CSV, OFX, QFX, QIF - bring transactions from any bank, any format. Smart column mapping handles the rest.

  • Auto-detect file formats
  • Duplicate detection
  • Batch processing

Flexible Tagging

One tag? Five tags? Tag types? Your system, your rules. Build the taxonomy that matches your mental model.

  • Multiple tags per transaction
  • Custom tag types & colors
  • Auto-tagging rules

Insightful Analytics

See where your money actually goes. Filter by any combination of tags, accounts, and time periods.

  • Spending breakdowns
  • Trend analysis
  • Custom date ranges

Multi-Account

Track checking, savings, credit cards, investments - all in one unified view of your financial life.

  • Unlimited accounts
  • Cross-account analysis
  • Balance tracking
Workflow

Three Steps to Clarity

01

Import

Export transactions from your bank and upload. We handle the parsing.

02

Organize

Tag transactions your way. Set up rules to automate the repetitive stuff.

03

Understand

See patterns, track trends, and make informed decisions about your money.

Ready to take control?

Join Moneyz and start understanding your finances today.

Create Free Account