MoneyMap 101
Learning Guide
Learn the in’s and out’s of MoneyMap in 5 minutes, or longer if you have the time.
Dig in
Start from the beginning
or
Accounts
5ish mins
Learn by lesson
Transactions
Spending
Budgets
Net Worth
Trends
Debts
Cash Flow
Coming soon
Goals
Investments
Accounts Tool
The Accounts Tool puts all your accounts in one location and aggregates your data to get a bird’s-eye-view of your finances. Click on the “Add Account” button to link a new account.
Dive deeper
Complete challenges
Complete challenges to earn points, learn points to win prizes.
Getting Started Video
Complete the challenge below to earn a Brownie Point! Remember, the more points you earn, the higher your chances are to win a prize.
All your accounts in one place
View account details
Manually add an account
Click on an account to view greater details of its balance, associated transactions, and more.
Manually add an account's name, type, and balance information with the "Add Manual Account" button.
View Accounts Tool support articles
Watch an Accounts Tool tutorial video
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Transactions Tool
The Transactions Tool gives you a comprehensive look at your transactions' details. Add categories and tags to increase organization, budgeting, and searchability to your transactions.
A complete look at your purchases
Split transactions
View subscriptions
Bought groceries and toothpaste at the store? Divide a single transaction into multiple categories with the "Split" feature.
View your subscriptions' payment amount and frequency with the "Subscriptions" feature.
View Transactions Tool support articles
Watch a Transactions Tool tutorial video
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Spending Tool
The Spending Tool visualizes all of your transaction categories to help you see where your income is going.
See how you’re spending
View spending over the last 90 days
View income report
Visualize your spending for specific time periods to gain a closer, more detailed look at your transactions.
Use the "Income" feature to visualize your income amounts and sources.
View Spending Tool support articles
Watch a Spending Tool tutorial video
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Budgets Tool
The Budgets Tool helps you stay on top of your spending by visualizing the budgets you create. Click the "Add New Budget" button to set a new budget category and amount.
Customize and visualize your budgets
Recalculate a budget
Recalculate and reset your budgets with the "Recalculate Budgets" feature. You can undo the results if you change your mind.
View Budgets Tool support articles
Watch a Budgets Tool tutorial video
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Net Worth Tool
The Net Worth Tool generates a report of your assets, incomes, debts, and spending to help you understand your financial standing. Click on any month to view your gains and losses during that time period.
Understand your net worth
View Net Worth Tool support articles
Watch a Net Worth Tool tutorial video
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Trends Tool
The Trends Tool displays your income and spending patterns so you can confidently make financial plans. Visualize your trends in either a graph or list format.
View your spending trends
View Trends Tool support articles
Watch a Trends Tool tutorial video
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Debts Tool
The Debts Tool gives your invaluable tools and tips to help you manage and efficiently pay off your debts. For example, use the Snowball Method to learn how to pay off multiple debts quickly.
Stay on top of your debts
Prioritize debts
View debts in a chart
Prioritize which type of debt to pay off first.
Clearly understand your debts by viewing them in a chart.
View Debts Tool support articles
Watch a Debts Tool tutorial video
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Cash Flow Tool
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Discover when your money comes and goes
Oopsie! We messed up, an updated version of this lesson will be here soon.
Goals Tool
The Goals Tool helps you set and track financial achievements that will increase your overall financial health. Create a new goal by clicking the "Add a Goal" button, then choosing the goal type and amount.
Set and achieve financial goals
Manage goal contribution
Use the "Manage" tab to make or schedule contributions to each of your goals.
View Goals Tool support articles
Watch a Goals Tool tutorial video
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Coming really soon!
Investments Tool
The Investments Tool allows you to keep tabs on your entire investment portfolio. The "Details" tab gives a comprehensive overview of all your investments.
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Track your financial investments
Allocating investments
Analyzing investments
WHOOPS! Visualize your spending for specific time periods to gain a closer, more detailed look at your transactions.
View Investments Tool support articles
Watch an Investments Tool tutorial video
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