Your Money Line review
A free employee benefit combining financial tools, education, tax filing, and unlimited coaching.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Your Money Line is an employer-provided financial wellness benefit for organizations supporting employees and their dependents. It combines a web and mobile money app with certified financial coaching, giving employees tools for account aggregation, budgeting, spending analysis, credit monitoring, goal tracking, tax filing, and financial education. The service covers budgeting, spending, credit, financial stability, goals, taxes, student loans, and money skills, with access through web, iOS, and Android.
Pricing is structured around an Employer program that includes financial wellness software, certified financial coaching, and financial education. Employees can access the service at no cost while they remain eligible through their employer, while employer pricing requires contact with sales rather than a published fixed amount. The strongest differentiator is the combination of unlimited one-to-one coaching with self-service features such as money personality assessments, personalized strategies, spending insights, duplicate-charge detection, and federal and state tax filing. On-demand courses, videos, worksheets, and articles extend the program beyond budgeting alone.
For employers, the dashboard provides aggregate engagement reporting, which supports program-level visibility without making individual financial activity the centerpiece. Employees can connect bank, retirement, and investment accounts, monitor credit scores and reports, and set financial goals in one service. Your Money Line is a good fit for organizations that want a broad financial wellness benefit with coaching and mobile access included. It is less suitable for employers that need a publicly stated price, employee access independent of employment eligibility, or reporting beyond aggregate engagement measures.
Your Money Line pros and cons
- Where it wins
- Unlimited one-to-one coaching from certified financial coaches
- Account aggregation, budgeting, credit monitoring, and tax filing
- Web and mobile access with aggregate employer engagement reporting
- Where it doesn't
- Employer pricing requires a sales conversation
- Employee access depends on continued eligibility through an employer
- The employer dashboard provides aggregate rather than individual reporting
Your Money Line fact sheet, pricing and score →
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