Overview
Accounts, transactions, documents and investments in one dashboard
Accounts
Every bank, card and brokerage, with net worth and trends
Transactions
Filter every charge and reconcile it with its receipt
Documents & matching
Upload or forward receipts; match them to the charges that paid for them
Investments
Holdings, allocation, cost basis and activity. Read-only.
Analytics
Where the money went, what changed and what recurs
AI Assistance
Ask about your money in plain language
Moneylogz for Google Sheets™
Sync your finances to any spreadsheet
Moneylogz for monday.com
Create monday.com workflows based on real financial data
Our Product Works with Financial APIs and Open-Banking Aggregators: We support data syncs from 12,000+ banks and credit cards while maintaining the highest data security standards.
How it Works
Learn more about how Moneylogz works
Supported Financial Institutions
See the full list of Moneylogz financial institution integrations
Security
Read more about the security measures we take
Moneylogz for Google Sheets™ Pricing
Moneylogz for monday.com Pricing
FAQs
Frequently asked questions
Support
Contact our support team
App documentation
Guides for using the Moneylogz app
In a Nutshell:
Moneylogz enables users to sync their financial data from 12,000+ financial institutions into their favorite platforms.
About Us
Read more about Moneylogz
Contact Us
We would love to hear from you
Chase
Bank of America
Citibank
Wells Fargo
Goldman Sachs
Morgan Stanley
Charles Schwab
PNC
U.S. Bank
SunTrust
TD Bank
The Bank of New York Mellon
Capital One
Fifth Third Bank
USAA
American Express
BMO Harris
Citizens Financial Group
Ally Bank
KeyCorp
UBS
Bank of the West / BNP Paribas
Northern Trust Bank
Union Bank
Ameriprise Financial
Barclays Bank (US)
RBC Bank
Santander
Regions Bank
M&T Bank
Huntington Bank
Credit Suisse Securities
Silicon Valley Bank - SVB
Discover
Deutsche Bank
Synchrony Bank
City National Bank
Comerica Bank
First Horizon Bank
State Bank (Green River Rock Springs WY) - Personal
Let us know what you need. Request Institution
Moneylogz
Moneylogz