Personal API and webhooks
Create read-only API tokens for your household data and send webhook notifications to personal dashboards, automations, and other integrations.
Changelog
What’s new in Moo Money
See the latest features and improvements we’ve shipped.
Recurring Page
See recurring income, bills, subscriptions, and credit card payments in one place so you can plan upcoming spending, track what has been paid, and spot subscriptions you may no longer want.
Budget Watchlist dashboard tile
Choose income or expense budget headers, groups, categories, or flexible-budget buckets to monitor from the dashboard with responsive progress rings and shared web and mobile settings.
Credit and debt dashboard snapshot
Review household credit card utilization, loan balances, reliable debt changes, and upcoming payment details directly from the dashboard.
Top net worth drivers
See total net worth change—including accounts newly tracked during the selected period—and the accounts that contributed most across weekly, monthly, quarterly, yearly, and all-time views.
Global search and keyboard shortcuts
Open the command palette from anywhere in the web app to jump between pages, accounts, saved reports, categories, merchants, and tags, or use keyboard shortcuts for common navigation and appearance actions.
Multi-currency household totals
Choose your household currency and change it anytime. Moo Money now supports more than 80 currencies while keeping each account in its original currency and converting household totals automatically.
Saved reports and configurable CSV exports
Save report dates, filters, and chart settings for quick reuse, and choose which transaction fields appear in CSV downloads.
Household referrals
Give friends a 30-day Moo Money trial with your household invite link, and earn a free subscription month when they continue with a paid plan.
Institution connection status
Search supported institutions before connecting and compare connection success, longevity, and typical update timing from the public Connection Status page.
Transaction splitting
Split a transaction into multiple categorized amounts, then edit split-specific names, merchants, notes, tags, and categories while keeping the original transaction connected.
Budget forecasting
Plan future budget periods, review projected amounts, and make adjustments before the month begins.
Credit view
The new Credit page brings cards and loans into one place with credit score history, utilization trends, account-level payment details, and credit card transactions already filtered for review.
Multi-factor authentication
Protect your account with an authenticator app from Settings > Security. This adds another layer of protection around your financial data and household access.
Loan account support through Plaid
Plaid-connected liabilities can now include mortgages, student loans, auto loans, and other supported loan balances alongside the rest of your accounts.
Actionable account connection alerts
See when a connected institution needs attention and follow clearer steps to repair or update the connection.
Transaction review workflow
Mark transactions for review, assign the review to a household member, and filter the transaction list to work through what still needs attention.
Account and transaction owners
Assign household members to accounts and transactions, then filter financial views by owner.
Cash flow drilldowns
Move from cash flow summaries into detailed category, group, merchant, and period views for more context behind your numbers.
Custom tags
Create household tags, choose their colors, control their ordering, and apply them to transactions.
Custom categories and emojis
Customize household categories and add emojis that make budgets, transactions, and reports easier to scan.
Automated real estate tracking
Add real estate using an automated property estimate and include its changing value in your household net worth.
Manual account tracking
Track assets and liabilities that cannot be connected automatically, including cash, vehicles, investments, and loans.
Financial dashboard
Review net worth, investments, transactions, spending, and budgets from one customizable dashboard.
Google sign-in
Create an account or sign in more quickly using Google.
Light, dark, and automatic appearance modes
Choose a preferred theme or let Moo Money follow your device’s appearance automatically.
Spending and income reports
Explore categorized income and spending with dedicated reports and visual breakdowns.
Advanced transaction search and filters
Find transactions using more detailed search, date, amount, account, and category filters.
Monthly and yearly budgeting
Build budgets by month or year and move between periods to review past activity or plan ahead.
Advanced transaction rules
Automate transaction organization with more condition types, actions, and account-specific rules.
Rolling cash flow periods
Review cash flow using rolling date ranges in addition to standard calendar periods.
Household invitations and sharing
Invite another person into your household so you can manage a shared financial picture with separate logins.
Investment tracking and insights
Review holdings, allocation, portfolio performance, individual security history, and account-level comparisons.
Flexible budgeting
Organize spending into fixed, flexible, and non-recurring groups with guided budget setup.
Looking ahead
See what we’re building next
Follow current priorities and vote for the ideas you care about.