--- 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 Visit Website 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 Show More ## Top-Rated Alternatives [ ![SmartDollar](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "SmartDollar") SmartDollar 4.8/5(599) ](https://www.g2.com/products/smartdollar/reviews) [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Paycom](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Paycom") Paycom 4.5/5(6,860) ](https://www.g2.com/products/paycom/reviews) [ View All Alternatives ](https://www.g2.com/products/your-money-line/competitors/alternatives) ## 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) Show More ![Verified User in Oil & Energy](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Oil & Energy") UO Verified User in Oil & Energy Enterprise (\> 1000 emp.) 11/14/2025 "Effortless Budget Creation Makes Finances Simple" 4/5 What do you like best about Your Money Line? Being able to create budgets quickly and easily Review collected by and hosted on G2.com. What do you dislike about Your Money Line? Certain accounts keep getting unlinked. I would guess it's due to safety settings. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Education Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Education Management") UE Verified User in Education Management Mid-Market (51-1000 emp.) 11/14/2025 "Effortless Credit Monitoring at Your Fingertips" 5/5 What do you like best about Your Money Line? I love the access to my credit score and history. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? I have had trouble linking my bank so that I can create the budget. Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? Keeping track of my credit history and score has been very insightful. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Kelsey C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kelsey C.") KC Kelsey C. Minister Enterprise (\> 1000 emp.) 8/14/2024 "Easy Access to Helpful Information" 4.5/5 What do you like best about Your Money Line? The best feature of Your Money Line is in their expert guidance. When I am discerning a financial decision, it is quick and easy to ask the experts at YML for the things they would consider if they were in my shoes. It is easy to simply send an email or use the chat feature. The experts are nonjudgmental, supportive, and take time to remind me that there isn't a formula for perfect financial choices, but there is information that can help guide people to a wise decision. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? Your Money Line has more information than I could possibly use on my own. Sometimes, that means I have to sort through resources and materials that are not relevant to my wishes and wants in order to find what I actually need. Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? Your Money Line is helping me make wise choices in the early parts of adulthood and my career that will (hopefully) set me up for success later on. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Logistics and Supply Chain](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Logistics and Supply Chain") AL Verified User in Logistics and Supply Chain Enterprise (\> 1000 emp.) 7/18/2025 "Great Money Tool" 5/5 What do you like best about Your Money Line? How easy it is to use. It's intuitive and simple. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? I haven't found anything I don't like. It's been a good experience. Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? It's helping our team members create budgets. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Tim S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tim S.") TS Tim S. Principal Mid-Market (51-1000 emp.) 8/14/2024 "Experienced Help" 5/5 What do you like best about Your Money Line? Your Money Line has the best of both worlds! You can read all the advice you can possibly ingest, or you can talk to a live agent! They can help you formulate a plan for a budget, and even help you pay off those pesky student loans! It is so easy to use Your Money Line; it's like having a supporter in your corner 24 hours a day 7 days a week! Review collected by and hosted on G2.com. What do you dislike about Your Money Line? Nothing! Everything about Your Money Line is perfect and worthwhile! Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? Your Money Line is helping me stay on budget, and it is helping me have those tough conversations with my spouse in a way that meets both of our needs. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic AL Amanda L. Project Manager Enterprise (\> 1000 emp.) 8/14/2024 "Easy to Use & Understand" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Enterprise (\> 1000 emp.) 8/21/2024 "Great interactive methods to brush up on financial skills and knowledge." 5/5 What do you like best about Your Money Line? I like the service is catered to my specifc situations. They listen and let you explain thoroghly what I am going throgh before they offer advice. I also think the user interface is easy to navigate and I really like the various resources they have available. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? I would like to video chat instead of phone calls, other than that I cant complain too much Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? I often have trouble sticking to a budget and with this service I am now living with in my means and have been able to cut my spending in different areas. I am also learning what potential areas I can invest into. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Karen H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karen H.") KH Karen H. Physical Therapist/ Related Services Provider Small-Business (50 or fewer emp.) 8/17/2024 "Helpful Information" 4/5 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". Review collected by and hosted on G2.com. What do you dislike about Your Money Line? Feels too much like a "paid newsletter that the organization has paid for"... Review collected by and hosted on G2.com. 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)... Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Verified User in Automotive](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Automotive") UA Verified User in Automotive Enterprise (\> 1000 emp.) 8/14/2024 "Awesome Tool!" 5/5 What do you like best about Your Money Line? I love how Your Money Line allows you to track spending easily by syncing in your bank accounts. I was amazed at the level of detail that YML can provide. For example, I use a personal financial advisor through Wells Fargo. Details regarding trades my advisor made were clearly visable on YML, that were not transparent on the Wells Fargo App. I love how YML creates graphs and charts to illustrate your spending paterns. The educational videos are also very fun to watch. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? Nothing. This is an amazing financial tool. Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? It's helping me be more concious of my spending choices, by pointing out unnecessary expenses. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic KW Kali W. Dealership Assistant Mid-Market (51-1000 emp.) 8/15/2024 "Very informative about my money spending habits" 5/5 What do you like best about Your Money Line? I like that it breaks every purchase down into a category and I am basically able to get a financial stability score. Review collected by and hosted on G2.com. What do you dislike about Your Money Line? It is not in real time with my chekcing account. It takes a few days for everything to be synced. Especially with pending deposits. Review collected by and hosted on G2.com. What problems is Your Money Line solving and how is that benefiting you? Your Money Line shows me how much useless money I spend (dining, shopping, subscriptions, etc.) Review collected by and hosted on G2.com. Show More 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) ##### Explore More [Top conversation intelligence platforms for business](https://www.g2.com/discussions/top-conversation-intelligence-platforms-for-business)[What is the best encryption software for securing sensitive files without degrading user workflow speed?](https://www.g2.com/discussions/what-is-the-best-encryption-software-for-securing-sensitive-files-without-degrading-user-workflow-speed)[What is the most affordable invoice management software for SMBs?](https://www.g2.com/discussions/what-is-the-most-affordable-invoice-management-software-for-smbs) [Medium of Exchange](https://www.g2.com/glossary/medium-of-exchange-definition)[We're choosing between TrueContext, Poka.io and Dozuki, has anyone actually rolled one of these out across multiple plants and can speak to frontline adoption?](https://www.g2.com/discussions/we-re-choosing-between-truecontext-poka-io-and-dozuki-has-anyone-actually-rolled-one-of-these-out-across-multiple-plants-and-can-speak-to-frontline-adoption)[Pros and Cons Details](https://www.g2.com/products/your-money-line/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)