Your money at a glance
Welcome to Money Coach
Changes save automatically on this device.
Quick actions
Update your plan
Budget pulse
Set your monthly budget
Add income and category limits to see how you are tracking.
Latest activity
Recent transactions
Manual entry or CSV upload
Spending
Tap any transaction to make a quick correction.
Income$0.00Expenses$0.00Net$0.00Entries0
Easy to adjust anytime
Monthly budget
Enter your take-home income and the most you want to spend in each category. Values save as you change them.
Plan summary
Ready when you are
Planned limits$0.00
Actual spending$0.00
Planned remainder$0.00
Enter your income and category limits to build your monthly plan.
Category check
Actual vs. planned
Build progress one step at a time
Goals
Private, practical guidance
Coach
These educational insights are calculated from the information saved on this device.
Keep in mind
Money Coach provides educational planning support, not tax, legal, investment, credit, or individualized financial advice. Verify important decisions with a qualified professional.
You stay in control
Trust Center
Manual tools always work without linking a bank.
Local-first records
Your manual transactions, budgets, and goals stay in this browser’s protected app storage and remain through normal website updates.
Optional bank linking
Plaid Sandbox uses fictional test accounts only during closed testing. Reid & Wilson never receives or stores your bank password.
Secure connection
The live service uses HTTPS. Plaid access tokens stay on the server, encrypted at rest, and are never stored in the app or website.
Your portable backup
Download or restore everything
A Money Coach backup includes manual transactions, budgets, and goals. Store the downloaded file somewhere private.
Sandbox bank connection
No test bank connected
Linking is optional. Manual entry and CSV upload remain fully available.
Delete Money Coach data
Erase this browser’s records and, if connected, revoke and delete the Sandbox bank connection.