Monetary Bliss

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Granting Your Wish For Financial Freedom

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our mission

 

Our mission is to provide a service that offers full transparency with finances, helping to avoid unintentional overdraft/NSF and late fees and improve their overall financial health with encouraging support along the way 

Meet your 24/7 automated PERSONAL BANKER

Managing finances should be effortless and uplifting, so we made it that way. See your financial future day by day up to 10 years out, build savings, pay down debt and track credit card rewards with the support and encouragement you deserve.

key features

Forecasting

  Tracks every known expense and credit throughout the year to show your True Available Balance®; the exact amount you have available to spend any given day up to 10 years in the future in calendar view. So if there is a chance your account will go negative or you won't have enough funds to pay a bill, you will know well in advance.


 

Click on any day in the future to see what is available to spend, the projected balance of any savings goal and debt, and any bills due

Genie's Tips

Grants you valuable insights and actionable tips tailored just for you. 


Detects changes in spending habits and bill changes, sounds alerts for low balances and when a bill may not be paid. 


Most notably,  when you have an available balance leftover at the end of a pay period, you're notified with options on how to best allocate it; make an extra contribution to a savings or debt goal or use it to treat yourself. You have the freedom to choose with the peace of mind knowing that all of your essential needs are already accounted for.

Picture It

What will your savings  look like a year from now if you contribute an extra $75 a month? Should you use your checking account for this purchase or put it on a credit card?


 See the future effects of your decision now, before you commit by creating endless scenarios with numerous built in financial calculators to help with paying off debt, calculating inflation, potential interest savings, retirement and much more. Just another way we assist you with being proactive in making the best decisions for your finances and future.

REVIEWS

Sam, Bank Branch Manager

Sanna, Relationship Banker

Sam, Bank Branch Manager

"This could be a real game changer with finally eliminating overdraft fees."

Lana, Mom of 3

Sanna, Relationship Banker

Sam, Bank Branch Manager

"Every time I need a copy of an important document, I'm scrambling to find it. Now not only can I easily access all of my vital information in one place, but so can my beneficiary if needed."

Sanna, Relationship Banker

Sanna, Relationship Banker

Sanna, Relationship Banker

"If I could, I'd tell all of my clients to download this app today."

Robert, Financial Advisor

Robert, Financial Advisor

Sanna, Relationship Banker

"This app is great for everyone, regardless of your level of financial literacy."

Connie, Gym Owner

Robert, Financial Advisor

Connie, Gym Owner

"How can you lose when you can clearly see exactly what you can spend and when so far in advance? This app is exactly what I need."

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