MoneyCEO: Personal Finance

Budget and Financial Coaching

Only for iPhone

Free · Designed for iPhone. Not verified for macOS.

iPhone

KEY FEATURES ACCOUNTS DASHBOARD MANAGE ALL YOUR ACCOUNTS IN ONE SECURE PLACE With MoneyCEO, you can see all of your accounts in one place. Get an overview of your income, expenses and savings. Manage your bank accounts, 401k, IRA, investments, stocks, and even debt, all on our dashboard. TRACK YOUR CASH FLOW The “Money In, Money Out, Money Kept” Cash Flow Chart allows you to see your total income and total expenses across all of your accounts, month over month. TRACK YOUR INVESTMENTS See how well your investments are performing. MANAGE YOUR BILLS Stay up to date with which bills are paid and still due. PLAN YOUR BUDGET Take control of your spending with budget planning. BUDGET CALENDAR Get a birds-eye-view of your finances month-to-month to learn from your spending habits to plan for the future. GOAL PLANNING Organize your purchase goals and simulate purchases to see how your future purchases will impact your bank accounts and credit card balances. DEBT ELIMINATION Use our “Pay with Purpose Debt Eliminator” to prioritize which accounts need to be paid off first to manage and eliminate your debt. PERSONALIZED COACHING You're not alone in this. Get custom private coaching on your specific financial situation. WEALTH MANAGEMENT Manage your net worth, cashflow, passive income, and tax write-offs. BANK LEVEL SECURITY - SAFE AND SECURE ● MoneyCEO is secured using SSL 256-bit encryption—the same security protocol that banks use - to ensure that your sensitive personal information is fully encrypted and securely stored. ● The MoneyCEO app uses TouchID fingerprint authentication for added privacy and security. ● MoneyCEO does not store your online banking credentials. MoneyCEO does not sell your information to anyone. FROM YOU ARE A CEO MoneyCEO is part of a suite of life achievement tools including: You Are a CEO - Life Coaching and Uplift - Mind Fitness. By installing or using MoneyCEO, you agree to our Terms: MoneyCEO currently connects to US financial institutions only.

  • 4.5
    out of 5
    8 Ratings

Fixes & Improvements

The developer, You Are a CEO Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Financial Info
    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • You Are a CEO, Inc.
Size
  • 70.2 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © @2021 MoneyCEO