How it works

How MoniAtlas works

Create your free account, build your Money Map, and start bringing your accounts, assets, debts, cash flow, and future outlook into one clear view.

Four-step process

1

Create your free account

Sign up and start building your Money Map in minutes.

2

Add your accounts

Start manually by adding the accounts, assets, and liabilities that matter to you, including bank accounts, savings, credit cards, loans, property, mortgages, pensions, investments, and crypto.

3

View your financial picture

MoniAtlas organises your information into clear views for net worth, cash flow, debt, property, and future outlook.

4

Ask Moni

Use the AI assistant to ask plain-English questions and receive explainable insights based on the information available in your account.

What you can track

Bank and savings accounts

Credit cards and loans

Property and mortgages

Pensions and investments

Cash flow and bills

Future outlook

Insights, not advice

MoniAtlas helps you organise, track, and understand your financial information. It does not provide regulated financial advice, product recommendations, or instructions to buy, sell, switch, or invest.

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