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Design Your Financial System. Grow With Clarity.

MoneyBloomr helps you build custom dashboards, track accounts, and unlock intelligent insights — all in one flexible workspace.

MoneyBloomr DashboardJune 2026

Accounts

$128k

+8.4% growth

Cash$24k
Investments$68k
Liabilities$-12k

Net worth trend

Auto-insights
Spending down 9% this quarterSavings on track for August goalSubscriptions trimmed by 3 items

Goal progress

72%

Emergency fund

Target $15k

Recent activity

Payday received+$4,200
Investments moved+$650
Bills auto-paid-$1,120

Trusted by thousands building smarter financial habits.

MoneyBloomr made my finances feel intentional. The dashboards are beautifully structured and easy to keep updated.

Avery Singh

Product Designer

The templates feel like a real system. We mapped our runway and cash flow in under an hour.

Kira Watson

Startup Founder

I finally understand where my money goes. The insights are clear, calm, and actionable.

Leo Park

Independent Consultant

Everything You Need to Take Control

Modular Dashboards

Build your system with flexible blocks that adapt to every goal and account.

AI-Powered Insights

Understand patterns instantly with calm, contextual guidance that keeps you on track.

Multi-Profile Support

Switch between personal, family, and business views without losing clarity.

Smart Categorization

Automate expenses and income labels with refined, configurable rules.

Visual Reports

Track progress with elegant charts that focus your attention on what matters.

Community Templates

Start fast with proven financial systems shared by creators and experts.

Start in Minutes

01

Connect or Add Accounts

Bring in accounts or add them manually to keep everything in one clear view.

02

Customize Your Dashboard

Arrange modules, charts, and goals to match how you think about money.

03

Receive Smart Insights

Stay ahead with guidance that highlights trends, risks, and wins.

Start With a Template

Choose from pre-built financial systems or build your own.

Monthly Spending Overview

Track recurring expenses and flex categories at a glance.

Net Worth Tracker

See assets and liabilities roll into one clean view.

Startup Finance

Model runway, burn, and forecast with calm confidence.

Wedding Budget Planner

Plan every detail with a clear, shared budget view.

Savings Goal Tracker

Track goals with intent and keep milestones visible.

Your Financial Co-Pilot

Ask questions about your spending, savings, or trends — and get actionable answers instantly.

You

How did I do this month?

MoneyBloomr AI

You reduced discretionary spending by 12% compared to last month. Dining is down, subscriptions slightly increased.

Try: “Show me my top three categories this quarter.”

Clarity Creates Growth.

Build your personalized financial workspace today.