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Money by Envestnet | Yodlee

Connects your banks, investment tracking.

Freemoney.yodlee.com

Feature record

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23 of 60 recorded

Cost

2 of 3
Free tier
Yes
money.yodlee.com
Price
Free
Lifetime purchase
?

Connections

4 of 7
Account aggregation
Yes
money.yodlee.com
Connectors
Yodlee
Refresh more than daily
?
Manual accounts
Yes
Countries
US
Multi-currency
?
Crypto and digital assets
?

Transactions

7 of 12
Edit transactions
Yes
Create manual transactions
Yes
Rules engine
Yes
Mass edit
No
Split transactions
?
History import
No
Length of history
Months
Export
Yes
Import formats
?
Nested categories
?
Tags
?
Receipt attachments
?

Planning

3 of 9
Budgeting
Yes
money.yodlee.com
Envelope budgeting
?
Rollover budgeting
?
Recurring transactions
?
Bills
Yes
money.yodlee.com
Goal tracking
Yes
money.yodlee.com
Debt payoff planning
?
Cash-flow forecasting
?
Cancel subscriptions
?

Wealth

3 of 5
Net worth
Yes
Balance history import
No
Investment tracking
Yes
money.yodlee.com
Investment transactions
?
Real estate
?

Insight

2 of 4
Reports
Yes
money.yodlee.com
Trends
?
Credit scores
No
Alerts
?

Sharing

1 of 3
Partner or household
No
Adviser access
?
Business or rental separation
?

Platforms

1 of 4
Interfaces
Web
Full mobile app
?
Home-screen widgets
?
Offline access
?
Nothing recorded yet — 3 groups, 13 attributes

Assistance

0 of 2
AI chat
?
AI categorization
?

Trust

0 of 7
SOC 2
?
2FA / MFA
?
Sells or shares your data
?
Read-only bank connections
?
Data held by
?
Self-hosting
?
Open source
?

Extending

0 of 4
Public API
?
Spreadsheet sync
?
Webhooks
?
Tax export
?

Checked against the vendor’s own pages on 2026-09-04; 7 attributes carry the source they came from. Every “?” is a link — one field, no account.

Price history · cheapest recurring plan

2026-09-02
First recorded at Free

Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.