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, your employees can:
See all your 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.
See more of Your Money Line:
Personalized Podcast
Stay ahead of fraud and help employees protect themselves from ID theft.
Financial Literacy Education
Track and improve spending habits—no math required.
1:1 Personalized Money Coaching
Ask a financial guide money questions via phone, text, or email.
