--- 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. Your Money Line has been very helpful in making financial decisions as I've started my career **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 15, 2024 **What do you like best about Your Money Line?** You can talk with real financial advisors and build long term relationships with them. They help navigate all things financial health. Great customer support. **What do you dislike about Your Money Line?** Your Money Line does not have an app. However their website is very mobile friendly. **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line helps me organize my finances and feel confident about my financial health so I can put that energy elsewhere into my family, career, etc ### 2. My experience has been informative I love the explicit breakdown. Thank you. **Rating:** 4.5/5.0 stars **Reviewed by:** Shawn A. | Education consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2024 **What do you like best about Your Money Line?** I can see my information in one place thank you. **What do you dislike about Your Money Line?** The turnaround time to answer a question. **What problems is Your Money Line solving and how is that benefiting you?** I like how I can see my loans in one place. ### 3. 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. ### 4. Very helpful and always friendly service! **Rating:** 4.5/5.0 stars **Reviewed by:** Patrick G. | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Your Money Line?** I really enjoy the human element of Your Money Line. It is really nice to be able to talk to a consistent person who learns and understands our financial situation and can give helpful and actionable input. **What do you dislike about Your Money Line?** The only downside of using Your Money Line is the fact that they cannot give specific advice regarding our financial situation. I understand that is not what YML is for, but otherwise I love the service! **What problems is Your Money Line solving and how is that benefiting you?** Your Money Line helps to point us in the right direction when we have questions about our financial situation. ### 5. Consistent financial support through Your Money Line **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Your Money Line?** Your Money Line provides consistent support for our employees, they offer tailored assistance through their monthly webinars and avaliability to speak with their financial advisors. All of our information is protected and we feel safe to share our financial struggles in order to push through them and be in a better financial state then before. **What do you dislike about Your Money Line?** The employer portal could use some reporting capabilities, this could help us as the employer assess how we should target our population better. **What problems is Your Money Line solving and how is that benefiting you?** Our employees have access to financial advisors that provide a wide variety of support, they do not focus on one way to financial success but customize it based on each of the employees needs. The application is easy to use and provides consistent reminders to our email when we need to complete an assignment in the portal. ### 6. 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. ### 7. Solid Financial Wellness Tool & Roadmap **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Your Money Line?** The opportunity to speak to someone and receive advice tailored to my personal situation--in addition to the wellness checkup feature and other financial literacy resources--is a huge plus. It's like having a financial advisor, but without them trying to sell me something. **What do you dislike about Your Money Line?** I can't think of anything I dislike, but it's important to note that I haven't used all of its features, and can only comment on the ones I have. **What problems is Your Money Line solving and how is that benefiting you?** Developing a roadmap to retirement and home ownership. ### 8. Budgets are the way to go **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** November 28, 2023 **What do you like best about Your Money Line?** It encourages doing a household budget. I like the ease of use. **What do you dislike about Your Money Line?** I have not found anything I do not like. **What problems is Your Money Line solving and how is that benefiting you?** It is helping me focus on doing a house hold budget with my wife. - [View Your Money Line pricing details and edition comparison](https://www.g2.com/products/your-money-line/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-08-10+10%3A53%3A11+-0500&secure%5Bsession_id%5D=6fef299c-0586-4f40-83b3-e2f4b647ebdd&secure%5Btoken%5D=348c67d3ab33c330f87f5cb37bbb3ecd3561f39e06187c9a788e1b49da9f8421&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) - 4.5/5.0 (4,701 reviews)