MoneyWellth
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MoneyWellth
By MoneyWellth
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4.2 out of 5 stars
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MoneyWellth Reviews & Product Details - Page 2

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MoneyWellth Overview

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What is MoneyWellth?

MoneyWellth is a comprehensive financial application that can help users learn about important financial topics, from having a baby to planning for retirement. MoneyWellth has an extensive library of videos, articles, calculators, and more to help users learn about the financial topics that matter most to them. The app has powerful tools to help users track spending, create budgets, and a number of other helpful tools to help users reach their financial goals. We don't advertise or promote products to our users, we only offer unbiased recommendations of what is in their best interest

MoneyWellth Details
Discussions
MoneyWellth Community
Languages Supported
English, Spanish
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Product Description

MoneyWellth offers a better way to learn, grow and save money for a brighter financial future. No matter where participants are on their financial journey, MoneyWellth provides resources and guidance for each step of the way. Key Features Track your net worth Budget with ease Manage your spending Step-by-step financial planning Navigate through major life events with ease Money topic explained - video courses Comprehensive content library Connect all of your accounts. Let us do the heavy lifting for you. Connect your checking, savings, credit cards, loans, retirement, HSA, and investment accounts to see your accounts in one simple view - your financial snapshot. Use the Category Spending to track your transactions and see where you spend most. Tracking your spending and using a budget can help you identify areas where you can cut back on expenses. By seeing how much you spend in different categories, such as entertainment or dining out, you can adjust your spending habits and allocate more money to your financial goals. Use Top Spending and Reoccurring to identify areas to cut back. These are often the most accessible areas to shave off some extra dollars each month. Use the Budget Comparison to avoid overspending. Spending less than you make regularly is crucial to reaching financial success. Create Your Budget - a budget can help you avoid overspending by setting limits on how much you can spend in each category. By keeping track of your expenses, you can see how much money you have left for the month and avoid overspending. Learn with MoneyWellth. Hear from our experts as they guide you through major financial decisions with ease.

Seller Details
Seller
MoneyWellth
Year Founded
2019
HQ Location
Eugene, US
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Jillian K.
JK
Overview Provided by:
Jillian Krenk

Recent MoneyWellth Reviews

Arun C.
AC
Arun C.Mid-Market (51-1000 emp.)
4.5 out of 5
"Easy and Effective Money Management!"
I have been using MoneyWellth for a while now and it has really helped me take control of my finances in a more structured and easy way. Since i in...
Read more
AA
Amanda A.Small-Business (50 or fewer emp.)
3.5 out of 5
"Excellent for managing money"
It provides more personalized experience which helps me meet my financial milestones and saves a lot of time. It is very easy to navigate and under...
Read more
Peter G.
PG
Peter G.Mid-Market (51-1000 emp.)
5.0 out of 5
"Review of great money management platform: MoneyWellth"
This platform is recommended by my company owner who lives in USA to improve my finances. Though I am living in india can not use all features of i...
Read more
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0 people requested security information

MoneyWellth Media

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21 MoneyWellth Reviews

4.2 out of 5
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21 MoneyWellth Reviews
4.2 out of 5
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MoneyWellth Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for MoneyWellthQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Information Technology and Services
UI
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

Just a single dashboard to understand all your spending habits along with the categories and the graphs it shows is awesome Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

It takes some time to get used to and manage the navigation. This can be made easier Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

- Just not having any visibility into my finances, I was searching for a solution which can help with this, and this app delivers it where it shows how my finances can be managed, build my saving etc. Review collected by and hosted on G2.com.

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Anne R.
AR
Freelance Writer
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

EASY AND SIMPLE WAY TO BUDGET. Also helps you organize your investments into one place incluidng bank accounts, 401Ks, SEP IRAS, etc. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Nothing that I dislike at all but I had a hard time downloading on my new iphone Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

Keeps track of my spending and I am looking to cut out buying to many WANTS rather than NEEDS. Review collected by and hosted on G2.com.

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SR
HR Executive
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

MoneyWellth is very innovative platform for financial support. I like it's budgeting which provides very clear understanding to spending habits and how can we cut unnecessary expenses. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Honestly I have only 2 negative point

1 . Limited customizatio

2 connectivity issue Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

I want to setup a business in UAE and it is providing very clear budgeting Review collected by and hosted on G2.com.

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Deepti Y.
DY
Hr &amp; Admin Executive
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

It helps in tracking the expenses automatically which is its best part help in time saving Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

It have limited customization which cause problems. Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

It helps in understanding overall financial glances which help me in making decisions easier. Review collected by and hosted on G2.com.

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AA
Payroll Specialist
Broadcast Media
Enterprise(> 1000 emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

I like articles, videos and calculators with the topics on almost everything that concerns finance. It is more effective for this purpose, as well as being entertaining and time-effective way to learn new things about personal finance. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

For tracking of goals, the dashboard of MoneyWellth lacks quite a few features. Targets cannot be set for goals that are often long-term, and financial goals that require many small steps to reach are very difficult to establish. Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

I have benefited from MoneyWellth as a way of enhancing my understanding on how the finances work. Categorising the educational content has been easy, and the budget facility includes my regular expenditure. Review collected by and hosted on G2.com.

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Adriana S.
AS
Project Support Officer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

I like the articles, videos and calculators that help to explain various aspects of personal finance. I found that it is an all-inclusive resource that can teach about anything, from managing your first dollar to planning for retirement. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

That is why in MoneyWellth I lack elements for such goals tracking. It has a hard time getting a conception of how my spending pattern is helping/ affecting the savings I have in mind. Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

From the perspective of financial literacy, MoneyWellth has been very helpful to me. I think the array of topics and courses offered is good and the information provided is crisp and easily understandable. Review collected by and hosted on G2.com.

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Verified User in Higher Education
UH
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

It make finance easy and understandable. Great for investment and make profits with security. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

There should be an app platform for mobile users though i am not sure whether there is one Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

It makes money handling easy and profitable Review collected by and hosted on G2.com.

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Nancy L. C.
NC
Bank Centric Sales Representative
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

Great platform with easy format to follow Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

sometimes it is hard to download the information Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

Budgeting, cost of funds, planning Review collected by and hosted on G2.com.

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Verified User in Computer Games
UC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

friendly tool for managing finances and ease of use Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

limited features or occasional technical issues and bugs Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

boost financial awareness and simplify budgeting Review collected by and hosted on G2.com.

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CW
Administrator
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about MoneyWellth?

All of my accounts in one place was just an asset. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Haven't really found anything that I dislike. Review collected by and hosted on G2.com.

What problems is MoneyWellth solving and how is that benefiting you?

provides new and meaningful insights that positively impact the health and financial wellbeing of it’s users Review collected by and hosted on G2.com.

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MoneyWellth Categories on G2
Financial Wellness
Financial Wellness

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MoneyWellth