MoneyCEO: Personal Finance 1.5.3

MoneyCEO: Personal Finance 1.5.3

You Are a CEO Inc. – Freeware – iOS
out of 6 votes
Latest Version
1.5.3
Safe to install
image/svg+xml VERY GOOD User Rating

Key Features:

  • Accounts Dashboard: Manage all your accounts in one secure place with MoneyCEO. Easily access an overview of your income, expenses, and savings, including bank accounts, 401k, IRA, investments, stocks, and debts.
  • Track Your Cash Flow: Utilize the "Money In, Money Out, Money Kept" Cash Flow Chart to monitor your total income and expenses seamlessly across accounts on a monthly basis.
  • Monitor Your Investments: Evaluate the performance of your investments effortlessly.
  • Manage Your Bills: Stay informed about paid and outstanding bills efficiently.
  • Plan Your Budget: Exercise control over your spending habits through effective budget planning tools.
  • Budget Calendar: Gain a comprehensive view of your finances month-to-month to enhance financial planning insights based on spending patterns.
  • Goal Planning: Organize purchase goals and simulate buying scenarios to assess their impact on your financial accounts and credit balances.
  • Debt Elimination: Utilize the "Pay with Purpose Debt Eliminator" to prioritize debt payments effectively for debt management and elimination.
  • Personalized Coaching: Benefit from custom private coaching tailored to address your specific financial circumstances for comprehensive guidance.
  • Wealth Management: Take charge of managing your net worth, cash flow, passive income, and maximizing tax write-offs.

Safety and Security:

  • Bank-Level Security - Safe and Secure:
    • MoneyCEO ensures your data security with SSL 256-bit encryption, similar to the safeguarding protocols employed by banks, for complete encryption of sensitive personal information.
    • The app incorporates TouchID fingerprint authentication to enhance privacy and security measures.
    • No storage of online banking credentials by MoneyCEO guarantees an added layer of protection.

Please note that MoneyCEO does not share user information with any third parties and operates as part of a suite of life achievement tools alongside You Are a CEO - Life Coaching and Uplift - Mind Fitness. By using or installing MoneyCEO, users agree to the platform's terms and conditions.

Note: MoneyCEO is currently compatible only with financial institutions in the United States.

Overview

MoneyCEO: Personal Finance is a Freeware software in the category Business developed by You Are a CEO Inc..

The latest version of MoneyCEO: Personal Finance is 1.5.3, released on 08/30/2024. It was initially added to our database on 08/30/2024.

MoneyCEO: Personal Finance runs on the following operating systems: iOS.

Users of MoneyCEO: Personal Finance gave it a rating of 4 out of 5 stars.

Pros

  • User-friendly interface that simplifies budgeting and tracking spending.
  • Offers personalized financial advice based on user inputs and goals.
  • Allows integration with bank accounts to automatically track transactions.
  • Provides tools for goal-setting, such as saving for a vacation or paying off debts.
  • Includes educational resources to improve financial literacy and decision-making.
  • Features customizable reports and insights into spending habits.

Cons

  • Limited features in the free version, requiring a paid subscription for full access.
  • Customer support may be lacking or slow to respond in some cases.
  • The app may not support all financial institutions, leading to manual entry for some users.
  • Some users report bugs or glitches that affect functionality.
  • There may be concerns about data privacy and security due to the use of personal financial information.

Screenshots (Click to view larger)

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