Deepti Y.
DY
Deepti Y.
Hr & Admin Executive
Small-Business (50 or fewer emp.)
"Satisfaction for software"
3.5/5
What do you like best about MoneyWellth?

It helps in tracking the expenses automatically which is its best part help in time saving Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

It have limited customization which cause problems. Review collected by and hosted on G2.com.

AA
Ayantu A.
Payroll Specialist
Broadcast Media
Enterprise (> 1000 emp.)
"Suitable for simple tracking of all spending"
4.5/5
What do you like best about MoneyWellth?

I like articles, videos and calculators with the topics on almost everything that concerns finance. It is more effective for this purpose, as well as being entertaining and time-effective way to learn new things about personal finance. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

For tracking of goals, the dashboard of MoneyWellth lacks quite a few features. Targets cannot be set for goals that are often long-term, and financial goals that require many small steps to reach are very difficult to establish. Review collected by and hosted on G2.com.

Adriana S.
AS
Adriana S.
Project Support Officer
Mid-Market (51-1000 emp.)
"Unbiased approach, free from product promotions"
4/5
What do you like best about MoneyWellth?

I like the articles, videos and calculators that help to explain various aspects of personal finance. I found that it is an all-inclusive resource that can teach about anything, from managing your first dollar to planning for retirement. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

That is why in MoneyWellth I lack elements for such goals tracking. It has a hard time getting a conception of how my spending pattern is helping/ affecting the savings I have in mind. Review collected by and hosted on G2.com.

Verified User in Higher Education
UH
Verified User in Higher Education
Small-Business (50 or fewer emp.)
"A great app for inheriting and sending your money to work for more"
4/5
What do you like best about MoneyWellth?

It make finance easy and understandable. Great for investment and make profits with security. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

There should be an app platform for mobile users though i am not sure whether there is one Review collected by and hosted on G2.com.

Nancy L. C.
NC
Nancy L. C.
Bank Centric Sales Representative
Small-Business (50 or fewer emp.)
"I use this as a financial planner"
4/5
What do you like best about MoneyWellth?

Great platform with easy format to follow Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

sometimes it is hard to download the information Review collected by and hosted on G2.com.

Verified User in Computer Games
UC
Verified User in Computer Games
Small-Business (50 or fewer emp.)
"my opinion on MoneyWellth"
4/5
What do you like best about MoneyWellth?

friendly tool for managing finances and ease of use Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

limited features or occasional technical issues and bugs Review collected by and hosted on G2.com.

CW
Connie W.
Administrator
Mid-Market (51-1000 emp.)
"So helpful for a company!"
4/5
What do you like best about MoneyWellth?

All of my accounts in one place was just an asset. Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Haven't really found anything that I dislike. Review collected by and hosted on G2.com.

karthi y.
KY
karthi y.
Owner
Small-Business (50 or fewer emp.)
"Budget tracker"
4/5
What do you like best about MoneyWellth?

It focuses on building our financial goals Review collected by and hosted on G2.com.

What do you dislike about MoneyWellth?

Sometimes the app loading takes long time Review collected by and hosted on G2.com.