--- title: Your Money Line Reviews meta_title: 'Your Money Line Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 58 reviews by the users' company size, role or industry to find out how Your Money Line works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 58 scale: '5' date_modified: '2026-08-07' parent_category: name: HR url: https://www.g2.com/categories/hr --- # Your Money Line Reviews **Vendor:** Your Money Line **Category:** [Benefits Support Software](https://www.g2.com/categories/benefits-support) **Average Rating:** 4.6/5.0 **Total Reviews:** 58 ## About Your Money Line Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®). Learn how Your Money Line can help your employees feel more secure, engaged, and supported at yourmoneyline.com. ## Your Money Line Pros & Cons **What users like:** - Users value the **ease of use** of Your Money Line, which simplifies budgeting and provides a clear financial overview. (8 reviews) - Users value the **personalized attention** from Your Money Line, enhancing their financial journey with tailored advice and resources. (7 reviews) - Users appreciate the **convenience** of having all financial information accessible in one place, saving them valuable time. (6 reviews) - Users value the **effective budgeting tools** of Your Money Line, which enhance financial planning and tracking. (6 reviews) - Users appreciate the **variety of resources** offered by Your Money Line, facilitating easier financial management and learning. (5 reviews) - User Experience (5 reviews) - Accessibility (3 reviews) - Customer Support (3 reviews) - Users value the **educational resources** of Your Money Line, finding them essential for financial knowledge and planning. (3 reviews) - Benefits Management (2 reviews) **What users dislike:** - Users face **linking issues** with accounts being unlinked, disrupting budget creation and accessing live market updates. (3 reviews) - Users experience issues with **account setup** , particularly in linking their bank for budgeting and live updates. (2 reviews) - Users express concerns regarding the **lack of information** about confidentiality, particularly regarding sensitive financial data security. (2 reviews) - Users experience **slow performance** with Your Money Line, finding it clunky compared to the smoother desktop website. (2 reviews) - Users report issues with **technical problems** like unlinked accounts and dashboard bugs affecting their experience. (2 reviews) - Difficult Navigation (1 reviews) - Financial Restrictions (1 reviews) - Limited Categorization (1 reviews) - Users desire more **customization options** for budgeting, including editing line items and personalized financial plans. (1 reviews) - Login Issues (1 reviews) ## Your Money Line Reviews ### 1. Personal Attention for the Win **Rating:** 4.0/5.0 stars **Reviewed by:** Tiffany Warren W. | Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I appreciated the personal call and time to discuss my financial goals with a qualified professional. The staff took time to listen to me and gave me useful advice. She encouraged me to continue in the plan that I had begun and gave me some useful feedback about next steps. **What do you dislike about Your Money Line?** I wish I had more time to discuss my goals with the financial professional. It would be helpful to have the chance to ask questions regularly, perhaps once a month or so. **What problems is Your Money Line solving and how is that benefiting you?** General awareness for me to know if I am on track with my money goals and plans. ### 2. Personalized Guidance and Support That Makes a Difference **Rating:** 4.0/5.0 stars **Reviewed by:** Stefanie C. | Director of Business Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** The access to personal attention when I need it & their commitment to personalize the content provided to me like the weekly podcast has been very beneficial. It removes the layers of weeding through material to find information that is relevant and applicable to my personal financial journey. **What do you dislike about Your Money Line?** When the app opens, your credit score is the first thing displayed. I have had instances when I am juggling my phone and the app opens when I don't intend it to open. **What problems is Your Money Line solving and how is that benefiting you?** Helping celebrate wins and areas of opportunities that I should consider. ### 3. A Valuable Tool for Building Financial Confidence **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer S. | Teacher, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Your Money Line offers a variety of great features. I especially enjoy the webinars, particularly those designed for beginners. Being able to review my finances, set goals, and track my credit score are all helpful tools that support my journey toward financial success. **What do you dislike about Your Money Line?** I do not have any dislikes at this time. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line is helping me achieve my savings goals for the future. ### 4. Insightful Dashboard and AI Podcast Review Enhance Financial Management **Rating:** 4.0/5.0 stars **Reviewed by:** Rob Z. | Project Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** The dashboard with the your finances and AI podcast review **What do you dislike about Your Money Line?** Some bugs with the your finances dashboard. No financial advisors that can provide specific advice for your personal situation **What problems is Your Money Line solving and how is that benefiting you?** They helped me navigate through understanding trust documents when a family member passed and provided a review of my retirement position ### 5. My money line time **Rating:** 4.0/5.0 stars **Reviewed by:** Charlie W. | Construction superintendent, Small-Business (50 or fewer emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Just out of the account sinks my information from my bank into my monthly budget **What do you dislike about Your Money Line?** Sometimes navigating through the app just feels kind of distracting it on the telephone **What problems is Your Money Line solving and how is that benefiting you?** We have not offered up any problems to Money Lynee to help solve yet ### 6. Helps Me Stay Organized and In Control of My Finances **Rating:** 4.0/5.0 stars **Reviewed by:** Jennifer C. | Administrative Assistant, Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** It has helped me to get more organized with my money and understand where its going. **What do you dislike about Your Money Line?** There's almost too much information and one can get lost in it. **What problems is Your Money Line solving and how is that benefiting you?** Staying within my budget and putting money aside into a savings. ### 7. Great Budget Tools, But Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** I like using the budget tool to plan my finances for the month. **What do you dislike about Your Money Line?** I worry about the app's confidentiality, and don't feel that it's clear enough about that aspect. I want to know that things like my budget planning, bank information, and credit score can't be seen by other people, especially because I've signed up through my work. **What problems is Your Money Line solving and how is that benefiting you?** It helps provide the outline for my budget each month. ### 8. Great Budget Tracking, But Categorization Could Be Smoother **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** What I appreciate most is the Budget Tab. It helps me track my spending more effectively by providing a visual aid. **What do you dislike about Your Money Line?** I wish it was easier to categorize my spending. **What problems is Your Money Line solving and how is that benefiting you?** This platform brings together every aspect of my finances in one place, making it much simpler for me to keep track of everything. ### 9. Great tool to give you a snapshot of your finances. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** It's a great all in one tool to look at my finances and help me see the whole picture. **What do you dislike about Your Money Line?** It seems basic and I am not sure what it is capable of. **What problems is Your Money Line solving and how is that benefiting you?** It collects all my account information and gives me helpful insights into the data. ### 10. Effortless Budget Creation Makes Finances Simple **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** November 14, 2025 **What do you like best about Your Money Line?** Being able to create budgets quickly and easily **What do you dislike about Your Money Line?** Certain accounts keep getting unlinked. I would guess it's due to safety settings. **What problems is Your Money Line solving and how is that benefiting you?** Seeing how much we spend on small items that we don't consider how much they add up over time. ### 11. Easy to Use & Understand **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda L. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** It was easy to link my accounts. The tools are easy to understand and there are tons of resources available. I like how there are quick videos that can teach you about various topics. I'm excited to explore this more. **What do you dislike about Your Money Line?** I just recently created an account and haven't encountered any negatives yet. One downside is I was unable to add my car lease account and had to manually add it as a loan, but atleast I had the option to add it manually. **What problems is Your Money Line solving and how is that benefiting you?** Being able to see all my financials in one place and not having to set up a budget manually. Saves time. ### 12. Helpful Information **Rating:** 4.0/5.0 stars **Reviewed by:** Karen H. | Physical Therapist/ Related Services Provider, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2024 **What do you like best about Your Money Line?** Concise information for staff, capacity to make appointments is great for further assistance ( I am making an appointment w a financial guide simply to see if there is anything else I can improve my financial "health". **What do you dislike about Your Money Line?** Feels too much like a "paid newsletter that the organization has paid for"... **What problems is Your Money Line solving and how is that benefiting you?** I do not have any problems currently ( I am a staff member using the benefits given by our organization)... ### 13. Great advice and very helpful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** I like that my money coach is personable, flexible with time conflicts, well versed in this industry and can provide me sound financial and life advice! **What do you dislike about Your Money Line?** The only thing would be the time is too short! I always feel like I have more to say and go over time. They should be compensated more for the extra work they do! **What problems is Your Money Line solving and how is that benefiting you?** I'm learning to be more financially responsible and how to plan for an early retirement. ### 14. GREAT LIBRARY OF INSIGHTFUL FINANCIAL AID **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** Interface is inturative. Lot's of helpful and relevant articles written in a way that I can understand. Love that there is always an option to reach out futher if necessary. **What do you dislike about Your Money Line?** it feels odd and not secure to divulge all of my personal fianance information into a portal sponsored by my organization. **What problems is Your Money Line solving and how is that benefiting you?** Many great articles with helpful information. Articles influence my decision making process by ensuring I have thought of every avenue. ### 15. Simple, Helpful Resource **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** The resources are easy to understand and helpful in multiple applicable areas of personal finance. **What do you dislike about Your Money Line?** For those that are more well-versed and confident about their personal finances, the platform doesn't offer much. **What problems is Your Money Line solving and how is that benefiting you?** It's not so much problems YML is helping solve as much as it is affirming previous knowledge and behaviors. ### 16. Using because its free **Rating:** 4.0/5.0 stars **Reviewed by:** Jahsana B. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Your Money Line?** I appreciate it being offered for free by my employer and will use it occasionally. **What do you dislike about Your Money Line?** I wish the website was more intuitive. I don't find myself automatically going to MoneyLine as a resource **What problems is Your Money Line solving and how is that benefiting you?** I haven't utilized it to solve problems, more as an informational resource. - [View Your Money Line pricing details and edition comparison](https://www.g2.com/products/your-money-line/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+15%3A43%3A18+-0500&secure%5Bsession_id%5D=17bb6922-a423-42da-96f2-65acede0a44c&secure%5Btoken%5D=42c28b4b1ee4035807c381bbe6add78985f4f70d91a8dbaf9dcf42351008f6cc&format=llm_user) ## Your Money Line Integrations - [Paychex](https://www.g2.com/products/paychex/reviews) ## Your Money Line Features **Platform Content** - Education Tools - Mobile Tools - Content Library **Platform Basics** - Reporting - Interoperability - Performance **Platform Basics** - Program Management - Secure - Interoperability - Performance **Platform Content** - Enrollment Planning - Dashboard - Education - Benefits Record Management **Platform Additional Functionality** - Services - Employee Portal - Gamification - Education **Platform Additional Functionality** - Mobility - Regulatory Compliance - Third-Party Carrier Integration **Platform Data** - Dashboard & Reporting - Visualization - Platform Search - Alerts and Notifications **Platform Performance** - Reporting - Monitoring **Generative AI** - AI Text Summarization ## Top Your Money Line Alternatives - [SmartDollar](https://www.g2.com/products/smartdollar/reviews) - 4.8/5.0 (599 reviews) - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews) - [Paycom](https://www.g2.com/products/paycom/reviews) - 4.6/5.0 (4,747 reviews)