A Suite of Features Built for Deep Understanding
Everything you need to design, view, and act on your financial data.
Modular Pages & BlocksExpand
Flexible visual building blocks that let you design a system around your goals.
Smart AI InsightsExpand
Data-driven suggestions that reveal trends and keep decisions focused.
Multi-Profile SupportExpand
Switch between personal, business, and side projects without losing clarity.
Auto-CategorizationExpand
Reduce manual sorting with intelligent rules that learn your categories.
Detailed ReportingExpand
Charts, lists, and trend views that surface what matters most.
Templates You Can Start FromExpand
Launch with curated setups or build your own layout from scratch.
Chart Block
Drag to place
List Block
Drag to place
Gauge Block
Drag to place
Formula Block
Drag to place
Text Block
Drag to place
Layout Block
Drag to place
Drag. Drop. Build Your Financial View.
Blocks are the building pieces of your financial workspace — add charts, KPI cards, lists, formulas, and more — then arrange them the way you want.
A workspace that adapts to your money story.
Layer real-time dashboards, goal tracking, and smart guidance into a single calm view. Everything stays connected so you can act with clarity.
- Modular cards that snap into place.
- Adaptive insights that guide every decision.
- Beautiful reports you can share instantly.
Accounts
$128k
+8.4% growth
Net worth trend
Goal progress
Emergency fund
Target $15k
Recent activity
Goal progress
Emergency fund
Target $15k
Recent activity
MoneyBloomr AI
You spent 12% less on dining this month compared to last.
Weekly Summary
Subscription spending rose by 8%. Consider reviewing active services.
Savings Forecast
At this pace, you will exceed your savings goal by 6%.
Prompt context
Ask Questions. Get Intelligent Answers.
MoneyBloomr uses intelligent systems to summarize trends, flag anomalies, and suggest ways to improve your finances — without manual setup.
Design your financial workflow. See what matters. Grow with clarity.
Templates that jumpstart your system — or start from scratch.
Separate Personal, Business, & Side Projects
Create and manage multiple financial profiles, each with its own data sets, dashboards, and insights.
Personal
Filtered views and controls
Business
Filtered views and controls
Side Project
Filtered views and controls
Tags
Filtered views and controls
Filters
Filtered views and controls
Workspaces
Filtered views and controls
Visualize Your Money With Rich Reports
Net Worth Trend
Momentum across accounts
Spending by Category
Clear allocation snapshot
Cashflow Over Time
Inflows vs momentum
Merchant Activity
Bubble view of spend
Start From a Template
Choose from pre-built financial systems to launch instantly.
Monthly Summary
A calm dashboard for income, expenses, and monthly trends.
Budget Tracker
Plan categories, monitor burn, and stay aligned with goals.
Net Worth Dashboard
Track assets, liabilities, and progress over time.
Savings Plan
Visual milestones and a clear view of your savings runway.
Event Budget
Organize expenses for trips, weddings, or big moments.
Bank Connections
Securely link accounts and sync balances automatically.
CSV Import
Bring in spreadsheets and map columns in seconds.
Live Sheet Sync
Keep manual inputs and shared ledgers updated.
Connect Your Data Easily
Seamlessly pull in bank accounts, spreadsheets, or manual inputs — all kept in sync.
Clarity Creates Growth.
Build your personalized financial workspace today.