--- 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 & Product Details

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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.

* * *

Product Website
Your Money Line
Seller
[Your Money Line](https://www.g2.com/sellers/your-money-line)
Discussions
[Your Money Line Community](https://www.g2.com/products/your-money-line/discuss)
Languages Supported

English, Spanish

Solution Type

Best-of-Breed

Overview by
Ben Battaglia

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## User Insights

Average based on 58 real user reviews.

[Log in to unlock pricing and user insights](/login)

## Your Money Line Integrations
(1)

What do users say about integrations?

Integration information sourced from real user reviews.

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Paychex

](https://www.g2.com/products/paychex/reviews)

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 ![Rob Z.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob Z.")
RZ

Rob Z.

Project Engineer

Enterprise (\> 1000 emp.)

11/14/2025

"Insightful Dashboard and AI Podcast Review Enhance Financial Management"

4/5

What do you like best about Your Money Line?

The dashboard with the your finances and AI podcast review Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

CW

Charlie W.

Construction superintendent

Small-Business (50 or fewer emp.)

11/14/2025

"My money line time"

4/5

What do you like best about Your Money Line?

Just out of the account sinks my information from my bank into my monthly budget Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

Sometimes navigating through the app just feels kind of distracting it on the telephone Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Jennifer C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jennifer C.")
JC

Jennifer C.

Administrative Assistant

Enterprise (\> 1000 emp.)

11/14/2025

Business partner of the seller or seller's competitor, not included in G2 scores.

"Helps Me Stay Organized and In Control of My Finances"

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

There's almost too much information and one can get lost in it. Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

Staying within my budget and putting money aside into a savings. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

CS

Chris S.

Service Advisor

Enterprise (\> 1000 emp.)

11/14/2025

"Outstanding Experience with Reliable Credential Management"

5/5

What do you like best about Your Money Line?

Seeing everything in one place, the tool has helped me budget better. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

The slow speed of renewing all credentials every time I login Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

Showing how much money I'm losing in different aspects, i.e fast food each month Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

RB

Rachel B.

Regional Human Resources

Mid-Market (51-1000 emp.)

7/18/2025

"Every little bit helps"

5/5

What do you like best about Your Money Line?

They have very relevant tools and content. I like the Credit Monitoring tool and the Money Vibe assessment. After I took the Money Vibe assessment, one of the recommendations was to review my auto subscriptions. I cancelled 4 of them - the money saved is adding up! Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

Nothing at this time. I'm an administrator and I cannot say enough about all the support we get from the YML team and all the things that I've personally learned so far. Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

Financial wellness resource for our employees, as well as personal support. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Primary/Secondary Education](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Primary/Secondary Education")
UP

Verified User in Primary/Secondary Education

Enterprise (\> 1000 emp.)

11/14/2025

"Great Budget Tools, But Room for Improvement"

3.5/5

What do you like best about Your Money Line?

I like using the budget tool to plan my finances for the month. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

It helps provide the outline for my budget each month. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Sandy M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sandy M.")
SM

Sandy M.

Therapist

Mid-Market (51-1000 emp.)

11/17/2025

"Supportive and Flexible, But Sometimes Hard to Reach"

3/5

What do you like best about Your Money Line?

They are extremely patient and never judgmental. They are also flexible, adjusting their pace to match your needs, whether you want to move quickly or take things slowly, to support your financial situation. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

There are occasions when associates are not available to assist me within the time frame I need. Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

Money Line is giving me accounatability and a framework to become more aware. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
UC

Verified User in Construction

Mid-Market (51-1000 emp.)

11/14/2025

"Great Budget Tracking, But Categorization Could Be Smoother"

3.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

I wish it was easier to categorize my spending. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Medical Devices](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Medical Devices")
UM

Verified User in Medical Devices

Mid-Market (51-1000 emp.)

11/14/2025

"Excellent Podcast and Consultation Resource"

5/5

What do you like best about Your Money Line?

I’ve used the consultation, but really like the podcast Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

You can not tie your property to your account with live market updates Review collected by and hosted on G2.com.

What problems is Your Money Line solving and how is that benefiting you?

Great way to organize your wealth and keep tabs. I’ve used Empower in the past this is much better. I wish there was more push notifications Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Food & Beverages](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Food & Beverages")
UF

Verified User in Food & Beverages

Enterprise (\> 1000 emp.)

11/14/2025

"Great tool to give you a snapshot of your finances."

4/5

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. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

It seems basic and I am not sure what it is capable of. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

##### Pricing

Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more.

[
View More Pricing Information
](https://www.g2.com/products/your-money-line/pricing)

##### 
##### Your Money Line Features

Platform Content

Education Tools

Mobile Tools

Content Library

Platform Basics

Program Management

Secure

Interoperability

Platform Additional Functionality

Services

Employee Portal

Gamification

Platform Data

Dashboard & Reporting

Visualization

Platform Search

[
View More Features
](https://www.g2.com/products/your-money-line/features)

##### Categories on G2

[Benefits Support](https://www.g2.com/categories/benefits-support)[Financial Wellness](https://www.g2.com/categories/financial-wellness)

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