SMART BUDGETING & INSIGHTS

Give employees clarity on their spending

Knowing where your money is going is a core pillar of financial stability. With automatic budgeting and smart insights, employees get a clear view of where their money is going each month, without the manual work.

Help employees spend smarter and save with confidence

Knowing where your money is going is a core pillar of financial stability. With automatic budgeting and smart insights, employees get a clear view of where their money is going each month, without the manual work.

With smart budgeting from Your Money Line, employees can:

See all their money in one place

Connect over 16,000 types of accounts for consolidated, real-time tracking and even catching duplicate charges, all in one place

Create a budget in seconds

Automatically populate a monthly budget based on their recent transactions, spending categories, and income.

Easily track & categorize spending in real time

Eliminate the need to save receipts or jump from app to app. With a connected account, YML tracks their spending and their budget all in one spot.

Save with smart spending insights

Flag issues and unusual spending with smart spending alerts before things like duplicate charges or subscription increases start to add up.

1,000+ 5-Star Employee Reviews

Proof that life is better with someone to call

96%

Employees feel 96% more confident in their finances after talking to a YML guide

It's nice to have another human.

"Sometimes it's nice to have another human to share ideas and get a second opinion. That's exactly the way I felt while talking to my guide this morning. Thanks, Your Money Line, for giving me an opportunity for this second opinion!”

I'm so grateful to my company.

"YML financial guides always go above and beyond to provide the best and most complete information, answering questions that I didn't even know I had! Thank you so much - I am so grateful to my company for this benefit!”

Support and answers

"My guide has been nothing but OUTSTANDING! She has provided a ton of info and support to my husband and I walking through PSLF requirements. I know she will always have support and answers for us."

Thank you for responding so quickly

"Wow! So much to consider. I appreciate all your feedback which helps me not to make any sudden decisions. Thank you for responding so quickly. I'm glad I was able to connect with you and receive some very valuable information."

Ready to guide your employees to financial stability? 

Watch a demo