# Your Money Line Reviews **Vendor:** Your Money Line **Category:** [Benefits Support Software](https://www.g2.com/categories/benefits-support) **Average Rating:** 4.6/5.0 **Total Reviews:** 58 ## About Your Money Line Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®). Learn how Your Money Line can help your employees feel more secure, engaged, and supported at yourmoneyline.com. ## Your Money Line Pros & Cons **What users like:** - Users find **My Money Line easy to use** , appreciating its seamless setup and helpful budgeting tools without needing support. (8 reviews) - Users praise the **helpful advisors** of Your Money Line, noting their support and valuable insights for financial improvement. (7 reviews) - Users value the **convenience of linking all financial accounts** for a comprehensive overview and personalized support. (6 reviews) - Users value the **budget tool** of Your Money Line for its comprehensive overview of their finances and credit score. (6 reviews) - Users value the **extensive resources** offered by Your Money Line, enhancing their financial management experience significantly. (5 reviews) - User Experience (5 reviews) - Accessibility (3 reviews) - Customer Support (3 reviews) - Users value the **educational resources** of Your Money Line, finding them essential for financial knowledge and planning. (3 reviews) - Benefits Management (2 reviews) **What users dislike:** - Users experience frequent **linking issues** , making it difficult to connect accounts and effectively manage budgets. (3 reviews) - Users experience difficulty with **account setup** , specifically in linking their bank for budgeting purposes. (2 reviews) - Users express concerns about the **lack of information** regarding the app's confidentiality and data security. (2 reviews) - Users often experience **slow performance** , feeling the app is clunky compared to the smoother desktop website. (2 reviews) - Users report **technical problems** like account unlinking and bugs in the finances dashboard, affecting user experience. (2 reviews) - Difficult Navigation (1 reviews) - Financial Restrictions (1 reviews) - Limited Categorization (1 reviews) - Users desire more **customization options** for budgeting, including editing line items and personalized financial plans. (1 reviews) - Login Issues (1 reviews) ## Your Money Line Reviews ### 1. Effortless Setup and Powerful Budgeting Tools **Rating:** 5.0/5.0 stars **Reviewed by:** India B. | Registrar, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** It was super easy to sign up and integrate my bank accounts, as well as implement their strategy suggestions in my life after the fact. I want to note that it was so easy to use that I haven't needed to contact customer support once! The budgeting and goals features are amazing! They have truly helped me put my spending into perspective. I also really enjoy the monthly webinars that they host; they are really conversational and interactive with good choices of topics. I have yet to use their personal advisor feature, but I look forward to using it soon. I have now been using this service for maybe 4 months, and I still haven't discovered absolutely EVERYTHING that they offer. **What do you dislike about Your Money Line?** So far, I have not found any downsides in this service! **What problems is Your Money Line solving and how is that benefiting you?** They have helped me understand where my money is going. They have helped me to list out my priorities so I can adjust my spending to achieve both long-term and short-term goals. ### 2. Best Budgeting Categorization with the plus of Account Connectivity **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** The budgeting categorization here is the best I’ve come across. It really saves a lot of time and provides a clear overview of your financial situation. I also appreciate how smoothly all the accounts connect, making it easy to see your entire financial picture in one place, which is very helpful. **What do you dislike about Your Money Line?** The app feels quite clunky to use, and I find that the desktop website offers a much smoother experience. **What problems is Your Money Line solving and how is that benefiting you?** The problem of not having to manually track our budget in an excel sheet and enter in each line item costs saves a lot of time. It could be much better if you had the ability to assign charges to a "non-budget" area. (example is a family vacation that you intend to spend $500 in a month) It would be very nice to have a sub-budget, so you could keep your monthly budget consistent, but also manage the budget of a trip or some other expense. ### 3. Effortless Tracking of Upcoming Expenses **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica G. | Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I like that it shows the next 3 upcoming expenses that will be taken out of my checking account, my total available cash in all my accounts combined as well as my credit score. These are things that I like to keep track of, but often don't check individually because it takes too much time. Having all this information in one place is great! **What do you dislike about Your Money Line?** There's nothing that I dislike about Your Money Line, but I would love it if they could incorporate my retirement accounts into the program as well. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line benefits me by helping me know how much available money I have at a given time. ### 4. All-in-One Financial Overview with Helpful Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Jon D. | Purchasing Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I appreciate that it serves as an all-in-one destination for an overview of my finances. I can see my credit score and its factors, as well as access tools to help me with financial security. **What do you dislike about Your Money Line?** I can't say there is anything specifically that I dislike. YML offers so many resources I previously did not have access to, and I am grateful for the insight it gives me. **What problems is Your Money Line solving and how is that benefiting you?** YML gave me a detailed breakdown of my credit score and the factors affecting it. This has allowed me to come up with a strategy to tackle my existing debt and improve my score. ### 5. Personal Attention for the Win **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany Warren W. | Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I appreciated the personal call and time to discuss my financial goals with a qualified professional. The staff took time to listen to me and gave me useful advice. She encouraged me to continue in the plan that I had begun and gave me some useful feedback about next steps. **What do you dislike about Your Money Line?** I wish I had more time to discuss my goals with the financial professional. It would be helpful to have the chance to ask questions regularly, perhaps once a month or so. **What problems is Your Money Line solving and how is that benefiting you?** General awareness for me to know if I am on track with my money goals and plans. ### 6. Personalized Guidance and Support That Makes a Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Stefanie C. | Director of Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** The access to personal attention when I need it & their commitment to personalize the content provided to me like the weekly podcast has been very beneficial. It removes the layers of weeding through material to find information that is relevant and applicable to my personal financial journey. **What do you dislike about Your Money Line?** When the app opens, your credit score is the first thing displayed. I have had instances when I am juggling my phone and the app opens when I don't intend it to open. **What problems is Your Money Line solving and how is that benefiting you?** Helping celebrate wins and areas of opportunities that I should consider. ### 7. Insightful Tools and Expert Advisors for Financial Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** December 29, 2025 **What do you like best about Your Money Line?** I appreciate the range of tools they offer, such as AI-generated podcasts tailored to your data to help optimize financial decisions. The advisors are helpful, assisting you in setting goals and providing valuable resources. I also find the sessions with their advisors on different topics to be incredibly insightful. **What do you dislike about Your Money Line?** I haven't encountered any problems with their app or services. I'm truly pleased to have access to this benefit through my employer. **What problems is Your Money Line solving and how is that benefiting you?** The live conversations with their advisors have been extremely valuable to me. I also find their advisor sessions to be a great way to learn about various financial topics. ### 8. All-in-One Financial Overview with Expert Guidance **Rating:** 5.0/5.0 stars **Reviewed by:** Dr. Eric M. | Assistant Principal, Insurance, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I love the ability to link all of my financial accounts and see everything in one space and the access to financial advisors to work towards my financial goals. **What do you dislike about Your Money Line?** There is nothing that I dislike. I am interested to see what the future will hold, especially with AI and budgeting tools. **What problems is Your Money Line solving and how is that benefiting you?** Working in the public sector can provide a challenging salary for employees. Providing Your Money Line, as a financial wellness solution can help employees maximize their salary in order to be financially found. ### 9. A Valuable Tool for Building Financial Confidence **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Your Money Line offers a variety of great features. I especially enjoy the webinars, particularly those designed for beginners. Being able to review my finances, set goals, and track my credit score are all helpful tools that support my journey toward financial success. **What do you dislike about Your Money Line?** I do not have any dislikes at this time. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line is helping me achieve my savings goals for the future. ### 10. All-in-One Financial Overview with Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Julia A. | Accounting Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Able to see all of my credit cards, debt, credit score... all in one place. Very easy to use and support is always there when I have questions. **What do you dislike about Your Money Line?** I wish I could make a budget and edit by line items. I might be able to, but I use it primarily for other things. **What problems is Your Money Line solving and how is that benefiting you?** Putting everything in one place! ### 11. Insightful Dashboard and AI Podcast Review Enhance Financial Management **Rating:** 4.0/5.0 stars **Reviewed by:** Rob Z. | Project Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** The dashboard with the your finances and AI podcast review **What do you dislike about Your Money Line?** Some bugs with the your finances dashboard. No financial advisors that can provide specific advice for your personal situation **What problems is Your Money Line solving and how is that benefiting you?** They helped me navigate through understanding trust documents when a family member passed and provided a review of my retirement position ### 12. My money line time **Rating:** 4.0/5.0 stars **Reviewed by:** Charlie W. | Construction superintendent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Just out of the account sinks my information from my bank into my monthly budget **What do you dislike about Your Money Line?** Sometimes navigating through the app just feels kind of distracting it on the telephone **What problems is Your Money Line solving and how is that benefiting you?** We have not offered up any problems to Money Lynee to help solve yet ### 13. Helps Me Stay Organized and In Control of My Finances **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Administrative Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** It has helped me to get more organized with my money and understand where its going. **What do you dislike about Your Money Line?** There's almost too much information and one can get lost in it. **What problems is Your Money Line solving and how is that benefiting you?** Staying within my budget and putting money aside into a savings. ### 14. Outstanding Experience with Reliable Credential Management **Rating:** 5.0/5.0 stars **Reviewed by:** Chris S. | Service Advisor, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Seeing everything in one place, the tool has helped me budget better. **What do you dislike about Your Money Line?** The slow speed of renewing all credentials every time I login **What problems is Your Money Line solving and how is that benefiting you?** Showing how much money I'm losing in different aspects, i.e fast food each month ### 15. Every little bit helps **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel B. | Regional Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Your Money Line?** They have very relevant tools and content. I like the Credit Monitoring tool and the Money Vibe assessment. After I took the Money Vibe assessment, one of the recommendations was to review my auto subscriptions. I cancelled 4 of them - the money saved is adding up! **What do you dislike about Your Money Line?** Nothing at this time. I'm an administrator and I cannot say enough about all the support we get from the YML team and all the things that I've personally learned so far. **What problems is Your Money Line solving and how is that benefiting you?** Financial wellness resource for our employees, as well as personal support. ### 16. Great Budget Tools, But Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I like using the budget tool to plan my finances for the month. **What do you dislike about Your Money Line?** I worry about the app's confidentiality, and don't feel that it's clear enough about that aspect. I want to know that things like my budget planning, bank information, and credit score can't be seen by other people, especially because I've signed up through my work. **What problems is Your Money Line solving and how is that benefiting you?** It helps provide the outline for my budget each month. ### 17. Supportive and Flexible, But Sometimes Hard to Reach **Rating:** 3.0/5.0 stars **Reviewed by:** Sandy M. | Therapist, Mid-Market (51-1000 emp.) **Reviewed Date:** November 17, 2025 **What do you like best about Your Money Line?** They are extremely patient and never judgmental. They are also flexible, adjusting their pace to match your needs, whether you want to move quickly or take things slowly, to support your financial situation. **What do you dislike about Your Money Line?** There are occasions when associates are not available to assist me within the time frame I need. **What problems is Your Money Line solving and how is that benefiting you?** Money Line is giving me accounatability and a framework to become more aware. ### 18. Great Budget Tracking, But Categorization Could Be Smoother **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** What I appreciate most is the Budget Tab. It helps me track my spending more effectively by providing a visual aid. **What do you dislike about Your Money Line?** I wish it was easier to categorize my spending. **What problems is Your Money Line solving and how is that benefiting you?** This platform brings together every aspect of my finances in one place, making it much simpler for me to keep track of everything. ### 19. Excellent Podcast and Consultation Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I’ve used the consultation, but really like the podcast **What do you dislike about Your Money Line?** You can not tie your property to your account with live market updates **What problems is Your Money Line solving and how is that benefiting you?** Great way to organize your wealth and keep tabs. I’ve used Empower in the past this is much better. I wish there was more push notifications ### 20. Great tool to give you a snapshot of your finances. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** It's a great all in one tool to look at my finances and help me see the whole picture. **What do you dislike about Your Money Line?** It seems basic and I am not sure what it is capable of. **What problems is Your Money Line solving and how is that benefiting you?** It collects all my account information and gives me helpful insights into the data. ### 21. Effortless Budget Creation Makes Finances Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Being able to create budgets quickly and easily **What do you dislike about Your Money Line?** Certain accounts keep getting unlinked. I would guess it's due to safety settings. **What problems is Your Money Line solving and how is that benefiting you?** Seeing how much we spend on small items that we don't consider how much they add up over time. ### 22. Effortless Credit Monitoring at Your Fingertips **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I love the access to my credit score and history. **What do you dislike about Your Money Line?** I have had trouble linking my bank so that I can create the budget. **What problems is Your Money Line solving and how is that benefiting you?** Keeping track of my credit history and score has been very insightful. ### 23. Easy Access to Helpful Information **Rating:** 4.5/5.0 stars **Reviewed by:** Kelsey C. | Minister, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** The best feature of Your Money Line is in their expert guidance. When I am discerning a financial decision, it is quick and easy to ask the experts at YML for the things they would consider if they were in my shoes. It is easy to simply send an email or use the chat feature. The experts are nonjudgmental, supportive, and take time to remind me that there isn't a formula for perfect financial choices, but there is information that can help guide people to a wise decision. **What do you dislike about Your Money Line?** Your Money Line has more information than I could possibly use on my own. Sometimes, that means I have to sort through resources and materials that are not relevant to my wishes and wants in order to find what I actually need. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line is helping me make wise choices in the early parts of adulthood and my career that will (hopefully) set me up for success later on. ### 24. Great Money Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2025 **What do you like best about Your Money Line?** How easy it is to use. It's intuitive and simple. **What do you dislike about Your Money Line?** I haven't found anything I don't like. It's been a good experience. **What problems is Your Money Line solving and how is that benefiting you?** It's helping our team members create budgets. ### 25. Experienced Help **Rating:** 5.0/5.0 stars **Reviewed by:** Tim S. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** Your Money Line has the best of both worlds! You can read all the advice you can possibly ingest, or you can talk to a live agent! They can help you formulate a plan for a budget, and even help you pay off those pesky student loans! It is so easy to use Your Money Line; it's like having a supporter in your corner 24 hours a day 7 days a week! **What do you dislike about Your Money Line?** Nothing! Everything about Your Money Line is perfect and worthwhile! **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line is helping me stay on budget, and it is helping me have those tough conversations with my spouse in a way that meets both of our needs. ### 26. Easy to Use & Understand **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda L. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** It was easy to link my accounts. The tools are easy to understand and there are tons of resources available. I like how there are quick videos that can teach you about various topics. I'm excited to explore this more. **What do you dislike about Your Money Line?** I just recently created an account and haven't encountered any negatives yet. One downside is I was unable to add my car lease account and had to manually add it as a loan, but atleast I had the option to add it manually. **What problems is Your Money Line solving and how is that benefiting you?** Being able to see all my financials in one place and not having to set up a budget manually. Saves time. ### 27. Great interactive methods to brush up on financial skills and knowledge. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Your Money Line?** I like the service is catered to my specifc situations. They listen and let you explain thoroghly what I am going throgh before they offer advice. I also think the user interface is easy to navigate and I really like the various resources they have available. **What do you dislike about Your Money Line?** I would like to video chat instead of phone calls, other than that I cant complain too much **What problems is Your Money Line solving and how is that benefiting you?** I often have trouble sticking to a budget and with this service I am now living with in my means and have been able to cut my spending in different areas. I am also learning what potential areas I can invest into. ### 28. Helpful Information **Rating:** 4.0/5.0 stars **Reviewed by:** Karen H. | Physical Therapist/ Related Services Provider, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2024 **What do you like best about Your Money Line?** Concise information for staff, capacity to make appointments is great for further assistance ( I am making an appointment w a financial guide simply to see if there is anything else I can improve my financial "health". **What do you dislike about Your Money Line?** Feels too much like a "paid newsletter that the organization has paid for"... **What problems is Your Money Line solving and how is that benefiting you?** I do not have any problems currently ( I am a staff member using the benefits given by our organization)... ### 29. Awesome Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** I love how Your Money Line allows you to track spending easily by syncing in your bank accounts. I was amazed at the level of detail that YML can provide. For example, I use a personal financial advisor through Wells Fargo. Details regarding trades my advisor made were clearly visable on YML, that were not transparent on the Wells Fargo App. I love how YML creates graphs and charts to illustrate your spending paterns. The educational videos are also very fun to watch. **What do you dislike about Your Money Line?** Nothing. This is an amazing financial tool. **What problems is Your Money Line solving and how is that benefiting you?** It's helping me be more concious of my spending choices, by pointing out unnecessary expenses. ### 30. Very informative about my money spending habits **Rating:** 5.0/5.0 stars **Reviewed by:** Kali W. | Dealership Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** I like that it breaks every purchase down into a category and I am basically able to get a financial stability score. **What do you dislike about Your Money Line?** It is not in real time with my chekcing account. It takes a few days for everything to be synced. Especially with pending deposits. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line shows me how much useless money I spend (dining, shopping, subscriptions, etc.) ### 31. Financial Freedom Responsibly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** August 21, 2024 **What do you like best about Your Money Line?** Growing up, money was not something that was discussed at home or in school, let alone how to incorporate money with living responsibly and setting yourself up for success. Your Money Line is a great place to start getting your finances in order whether you know where to begin or not. Customer support is easy to access and efficient. It's easy to get started and explore the many resources offered. **What do you dislike about Your Money Line?** There aren't any feature I dislike at this time. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line helped me see past just earning and apending. ### 32. Money Line **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** I've enjoyed the different articles and blog posts that have been sent via email. While reading the articles, if there's a topic I'm unfamiliar with I can easily search within the Your Money Line website to find additional infomration. **What do you dislike about Your Money Line?** So far, I haven't run across anything from Your Money Line that I have disliked. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line makes difficult financial topics easier to understand. It is also a good place to start your serach on a topic and know you are getting quality infomration rather than being sold something. ### 33. Great advice and tips for staying on top of a scary topic! **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle H. | Registered dietitian, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** I absolutely love the budget feature! It really helped me see where my current spending is and where it aligns or is misaligned with the experts recommendations. **What do you dislike about Your Money Line?** I haven't found a downside at this time. **What problems is Your Money Line solving and how is that benefiting you?** It is helping me save more for retirement and for a new car purchase. ### 34. This is such a great program! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** This is a great resource for any financial questions regarding anything from investing to retirement. **What do you dislike about Your Money Line?** It is easy to skip over the emails when there's too much information being offered at once. Spreading out and simplifying the message may be creating more frequent interaction but would help me pinpoint exactly what I need when I see it being showcased **What problems is Your Money Line solving and how is that benefiting you?** I'd like to learn more about the best options for investing for example in a high yield bank account or something like that ### 35. Great Program **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** Money Line is a great resource for anybody to use. Legitimate financial advice is hard to find now a days, which can cause extreme stress. To have such a great resource available and provided by your employer is a huge deal. **What do you dislike about Your Money Line?** The program itself was hard to understand. When I first logged on I felt a little lost and didn't know where to start. I believe making the website more user friendly would be beneficial. **What problems is Your Money Line solving and how is that benefiting you?** Understanding my own finances and budgeting. ### 36. Hopped on a quick intro phone call to go over some questions and goals **Rating:** 4.5/5.0 stars **Reviewed by:** Sedona C. | Recruiter, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** The flexibility, I was able to get finanacial advice from my house. **What do you dislike about Your Money Line?** I wish they would help make a more customized plan rather than just send me articles **What problems is Your Money Line solving and how is that benefiting you?** Helping me set up a retiremnet fund and start paying my debt ### 37. Great advice and very helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** I like that my money coach is personable, flexible with time conflicts, well versed in this industry and can provide me sound financial and life advice! **What do you dislike about Your Money Line?** The only thing would be the time is too short! I always feel like I have more to say and go over time. They should be compensated more for the extra work they do! **What problems is Your Money Line solving and how is that benefiting you?** I'm learning to be more financially responsible and how to plan for an early retirement. ### 38. Your Money Line is Easy & Helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Your Money Line?** I like that Your Money Line answers my questions quickly, effectively, and without making me feel like I'm am stupid. **What do you dislike about Your Money Line?** I really have no dislikes. I think it is an innovative and quality tool to help my financial life without needing to resort to expensive experts. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line helps me to think through how to effectively use my income at this stage in my life without guilt or shame. ### 39. GREAT LIBRARY OF INSIGHTFUL FINANCIAL AID **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** Interface is inturative. Lot's of helpful and relevant articles written in a way that I can understand. Love that there is always an option to reach out futher if necessary. **What do you dislike about Your Money Line?** it feels odd and not secure to divulge all of my personal fianance information into a portal sponsored by my organization. **What problems is Your Money Line solving and how is that benefiting you?** Many great articles with helpful information. Articles influence my decision making process by ensuring I have thought of every avenue. ### 40. A great value for the cost **Rating:** 4.5/5.0 stars **Reviewed by:** Zachary L. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2023 **What do you like best about Your Money Line?** I think the cost per employee for what is offered here is really stellar. It's something like $50 per year per employee for the premium version, this includes financial wellness content, access to financial coaches, AND the premium function includes a debt/income management dashboard that I've seen sold as an entire app in other places for up to $120 a year accounting for it monthly; and that's without the access to the financial coaches. The implementation process was pretty turn-key. I did expect it to be more robust, but I guess I can't be upset about it not being too complicated, especially for the price. Our Account Manager has been super helpful, responsive, and resourceful. **What do you dislike about Your Money Line?** It's hard to get people to trust and enroll with something to do with their personal finances that their employees might have "insight" into. Better literature/emphasis for the employees could be helpful. This really needs a phone app! Maybe there is one? I can't find it if so, and I'm fairly tech savvy. **What problems is Your Money Line solving and how is that benefiting you?** In the stress of a recession and an inflation crisis, our company has been making cuts and reductions in force. Being able to provide this service to our employees that's so pertinent right now and it being as affordable as it is is a huge boon, and I feel like is something that goes a long way in making the employees feel taken care of. ### 41. Starting off with help and promise **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** They came into our company and have provide tools and access to training. That most young professional are in need of for their future and life plans. **What do you dislike about Your Money Line?** I have not seen anything that has been a detrimint. **What problems is Your Money Line solving and how is that benefiting you?** I have always though I budgeted well. However after using the service and going through the online tools. I still have more work to do!! ### 42. Resource for the whole family **Rating:** 5.0/5.0 stars **Reviewed by:** Milagros M. | Business Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** They guided me with PSLF qualification and tips. They not only help me but my daughter with her student loan. They were patient and knowledgeable to guide a person that does not know nothing about it and was in distress. **What do you dislike about Your Money Line?** there is nothing that I dislike from the Your Money Lie rep **What problems is Your Money Line solving and how is that benefiting you?** guidance on PSLF and student loan ### 43. Easy yet very informative **Rating:** 4.5/5.0 stars **Reviewed by:** Kimmie M. | Human Resources Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about Your Money Line?** The detailing of each section. I enjoyed receiving information in a way that is very encouraging. **What do you dislike about Your Money Line?** Not providing recommendations on what some suggested areas of moving your available funds to help put you in a better financial position paycheck to paycheck **What problems is Your Money Line solving and how is that benefiting you?** Money Management ### 44. Easy to understand **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** Your Money Line was simple to sign up for. Easy to understand and with so many resources available I find myself returning to the site often! **What do you dislike about Your Money Line?** I have not found anything I dislike about YML **What problems is Your Money Line solving and how is that benefiting you?** Giving me a place to research my financial choices ### 45. helped me figure out my spending **Rating:** 5.0/5.0 stars **Reviewed by:** Baker J. | Service advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** will alow me to see where my money is being spent and on what **What do you dislike about Your Money Line?** i dont like that it is not in real time from my bank account **What problems is Your Money Line solving and how is that benefiting you?** it is helping me with knowing what i am over spending money on ### 46. Your Money line is a great money management tool for people in all phases of life. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** It is easy to use, has great tools, and encourages good spending habits. **What do you dislike about Your Money Line?** I'd like for it to have a downloadable app. **What problems is Your Money Line solving and how is that benefiting you?** It allows our company to offer an easy-to-use money management tool that is free for the employees to use. ### 47. Helpful information **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** There are tons of helpful tools available. **What do you dislike about Your Money Line?** I'm not sure I have found a negative quality! **What problems is Your Money Line solving and how is that benefiting you?** In times like these, with costs high any type of money saving or budgeting tips can be used to help. ### 48. So far, so good **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** Everything was very easy to set up. Looking forward to getting some insights once all the data is imported. **What do you dislike about Your Money Line?** Nothing yet. Very easy to use. No complaints. **What problems is Your Money Line solving and how is that benefiting you?** Helps with spending habits and proper budgeting ### 49. very helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** all of your accounts are in one place. easy to use, and easy to get all of your accounts added. **What do you dislike about Your Money Line?** that it doesnt include our 401k through our company **What problems is Your Money Line solving and how is that benefiting you?** helps me budget more accuretly ### 50. Money line has taught me alot about money **Rating:** 5.0/5.0 stars **Reviewed by:** Laketsha S. | Certified Medical Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** Budgeting, it has taught me a ot about money **What do you dislike about Your Money Line?** nothing, I have nothing bad to say. I enjoyed all the information. **What problems is Your Money Line solving and how is that benefiting you?** Its helping me to budget my money better. - [View Your Money Line pricing details and edition comparison](https://www.g2.com/products/your-money-line/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-22+02%3A05%3A15+-0500&secure%5Bsession_id%5D=edeed113-cae2-447d-a10b-b164a83ed65b&secure%5Btoken%5D=77a9504607c8d513d74fccdb39c6fcb8f7903e03ddda12527e447d1899e19f99&format=llm_user) ## Your Money Line Features **Platform Content** - Education Tools - Mobile Tools - Content Library **Platform Basics** - Reporting - Interoperability - Performance **Platform Basics** - Program Management - Secure - Interoperability - Performance **Platform Content** - Enrollment Planning - Dashboard - Education - Benefits Record Management **Platform Additional Functionality** - Services - Employee Portal - Gamification - Education **Platform Additional Functionality** - Mobility - Regulatory Compliance - Third-Party Carrier Integration **Platform Data** - Dashboard & Reporting - Visualization - Platform Search - Alerts and Notifications **Platform Performance** - Reporting - Monitoring **Generative AI** - AI Text Summarization ## Top Your Money Line Alternatives - [SmartDollar](https://www.g2.com/products/smartdollar/reviews) - 4.8/5.0 (599 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (545 reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - 4.5/5.0 (4,312 reviews)