--- 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.

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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

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

Verified User in Accounting

Mid-Market (51-1000 emp.)

8/15/2024

"Your Money Line has been very helpful in making financial decisions as I've started my career"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

Your Money Line does not have an app. However their website is very mobile friendly. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

 ![Shawn A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shawn A.")
SA

Shawn A.

Education consultant

Small-Business (50 or fewer emp.)

8/14/2024

"My experience has been informative I love the explicit breakdown. Thank you."

4.5/5

What do you like best about Your Money Line?

I can see my information in one place thank you. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

The turnaround time to answer a question. Review collected by and hosted on G2.com.

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

I like how I can see my loans in one place. Review collected by and hosted on G2.com.

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Validated 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

Mid-Market (51-1000 emp.)

8/14/2024

"Simple, Helpful Resource"

4/5

What do you like best about Your Money Line?

The resources are easy to understand and helpful in multiple applicable areas of personal finance. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

PG

Patrick G.

Mid-Market (51-1000 emp.)

11/27/2023

"Very helpful and always friendly service!"

4.5/5

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care")
AH

Verified User in Hospital & Health Care

Mid-Market (51-1000 emp.)

10/23/2023

"Consistent financial support through Your Money Line"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

JB

Jahsana B.

Mid-Market (51-1000 emp.)

11/27/2023

"Using because its free"

4/5

What do you like best about Your Money Line?

I appreciate it being offered for free by my employer and will use it occasionally. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Verified User in Non-Profit Organization Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Non-Profit Organization Management")
UN

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

11/27/2023

"Solid Financial Wellness Tool & Roadmap"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Developing a roadmap to retirement and home ownership. Review collected by and hosted on G2.com.

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Validated ReviewerSource: Organic

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

Verified User in Banking

Mid-Market (51-1000 emp.)

11/28/2023

"Budgets are the way to go"

4.5/5

What do you like best about Your Money Line?

It encourages doing a household budget. I like the ease of use. Review collected by and hosted on G2.com.

What do you dislike about Your Money Line?

I have not found anything I do not like. Review collected by and hosted on G2.com.

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. 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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