MyMoneyConcierge

Understand where your money goes—and plan what comes next. MyMoneyConcierge is a personal finance app, expense tracker, and budget planner that brings your accounts, transactions, budgets, and savings goals together. Organize your finances, understand your spending, and make more informed money decisions with clear dashboards and useful insights. TRACK SPENDING AND TRANSACTIONS Get a clearer view of your everyday finances. • Track accounts, balances, and transactions in one place • Categorize expenses to understand where your money goes • Review transaction history and financial activity • Spot spending patterns with dashboards, trends, and summaries • Keep receipts and financial records organized Whether you manage one account or several, MyMoneyConcierge helps you keep the details together and spend less time sorting through financial information. BUILD BUDGETS AND FOLLOW YOUR GOALS Turn your plans into progress with tools for budgeting and tracking savings goals. • Create and monitor budgets • Review spending across categories • Set financial goals and track your progress • Use financial summaries to review your budget over time • Explore forecasts and insights based on your financial activity From everyday expenses to longer-term plans, see how your spending fits into your financial picture. IMPORT YOUR FINANCIAL RECORDS Bring existing financial information into MyMoneyConcierge using supported CSV, OFX, and QFX files. Organize imported transactions alongside your other records for a more complete view of your money. CHOOSE PERSONAL OR CONNECTED Personal plan Get the core tools for organizing your finances, tracking expenses, managing budgets, and following your goals. Connected plan Add supported bank connectivity to bring eligible bank accounts and transactions into MyMoneyConcierge more easily. Bank connectivity is currently available in Canada and the United States. Support varies by financial institution and account. Other app features are available more broadly. PRIVACY AND CONTROL Your financial information is personal. MyMoneyConcierge is designed with privacy and security in mind, with encryption to help protect sensitive financial information. Manage your financial records with options to export, back up, or delete your information. See your spending more clearly. Keep your finances organized. Take the next step toward your goals with MyMoneyConcierge. SUBSCRIPTIONS AND FREE TRIAL MyMoneyConcierge offers monthly and yearly auto-renewing subscriptions. Eligible new subscribers can start either plan with a 14-day free trial. Trial availability, eligibility, pricing, and subscription terms are shown in Google Play before you subscribe. After an applicable free trial, your selected subscription begins charging unless you cancel before the trial ends. Continued access to subscription features requires an active subscription. Subscriptions renew automatically unless canceled before the next renewal. Manage or cancel your subscription through your Google Play account settings. IMPORTANT INFORMATION MyMoneyConcierge provides financial organization, expense tracking, budgeting, and informational tools. It does not provide financial, investment, tax, accounting, or legal advice. App information, forecasts, and insights are not a substitute for advice from a qualified professional.