Build wealth with confidence.
Meet the My Money Operating System: a complete system to build your roadmap, direct your cash flow, track progress, and know what to do next.
My Money Operating System
Blueprint - Cash Flow - Progress
My Money Blueprint
Build the roadmap for your goals, debts, savings, and retirement path.
Cash Flow
Direct every dollar with purpose so today supports the plan.
Progress
Connect tracking and next actions when you are ready.
Building wealth needs a system
Most people piece together advice, apps, and accounts without a clear way to decide what matters next.
The old way feels scattered
You compare calculators, bank apps, investment accounts, videos, and advice without one trusted system to connect the decisions.
The My Money Analytics way brings it together
The My Money Operating System combines planning, cash flow, progress tracking, education, and accountability so you can keep moving with clarity.
The My Money Operating System
Start with a free roadmap. Add live tracking when you want the system to update with your eligible accounts.
Build Your Roadmap
Use the My Money Blueprint to prioritize debt payoff, emergency reserves, savings goals, retirement progress, and the next right move.
ExploreDirect Your Cash Flow
Give every dollar a job so bills, reserves, goals, debt payments, and investing work from one clear system.
ExploreTrack Meaningful Progress
Connect tracking when you are ready so balances, debt, investments, and net worth show what is improving and what needs attention.
ExploreStart with a decision, turn it into a system.
Use the calculators to estimate a choice, then bring the answer back into your roadmap.
Compound Interest
Model how saving and investing can support the next stage of your roadmap.
Debt Paydown
Compare payoff paths, then bring the winning strategy into your roadmap.
FIRE Calculator
Estimate your independence target so the roadmap has a long-term destination.
Retirement Target
Estimate the portfolio target your current lifestyle points toward, then connect it to your roadmap.
Core makes your Operating System live.
Free builds the roadmap. Core connects eligible accounts so live balances, debt, investments, net worth, and progress tracking update inside the app.
Core
Live nowConnect accounts and track live balances, debt, investments, and net worth.
- - Dashboard, Net Worth Tracker, Cash Accounts, Investment Accounts, and Liabilities
- - Plaid linking enabled for eligible accounts, up to 8 linked institutions
- - Live balance and snapshot tracking for eligible cash, debt, and investment accounts
Power
Coming soonPreview budgeting and transaction workflows planned for the next tier.
- - Everything in Core
- - Budget and Transactions sections
- - Transaction-enabled activity for cash and debt account detail views
Pro
Coming soonPreview portfolio and holdings workflows planned for advanced users.
- - Everything in Power
- - Holdings and Investment Activity sections
- - Investment account activity unlocked
Secure account connections through Plaid. My Money Analytics connects to your accounts through Plaid, with support for major institutions like Chase and Fidelity. Your credentials are never shared or stored, and Plaid provides read-only access to help keep your data safe.
Ready to build wealth with confidence?
Start with a free roadmap, then make it live with tracking when you are ready.
