Personal
Personal workspace
Members
- You
Your financial life, with intelligenceDashyMoney.
DashyMoney.
Your financial life
made simpler.
More than financial tracking. Organize, understand, and plan your financial life with help from an AI-powered financial assistant.
7 days free — all features. No card required
Organize
Accounts, cards, and transactions in one place.
Understand
See where your money is going.
Plan
Use goals, calendar, and financial planning.
Share
Manage finances with your family or others.
Financial Assistant
Talk about your money.
Your financial assistant helps you turn data into information that makes sense.
Ask in natural language and get answers based on your data — you stay in control of your decisions.
- How much did I spend on food this month?
- Did my invoice increase compared to last month?
- How much can I set aside for my goal?
- Which expenses grew the most in recent months?
DashyMoney Assistant
Workspaces
Your finances don't have to be yours alone.
Create independent financial spaces and share with those who matter. Each workspace has its own context — separate accounts, transactions, and permissions.
- Couples
- Family
- Household management
- Shared projects
Family
Shared
Members
- You
- Ana
- Pedro
Home
Shared
Members
- You
- John
Product
Everything to understand and organize your finances.
Real DashyMoney features, grouped so you can see the full path — from day-to-day to planning.
Organize
Everything you need for a clear view of your money.
- Dashboard with financial summary
- Statement and transactions
- Bank accounts and balances
- Categories and filters
Track
Cards, invoices, and financial commitments in one place.
- Credit cards and invoices
- Financial calendar
- People and assignees
- Reminders and notifications
Plan
Goals, projections, and decisions with more context.
- Financial goals
- Planning and projections
- Reports and export
- Statement and spreadsheet import
Plans
Choose the plan that fits you.
Start for free and grow as your needs evolve.
7 days free with all features for new users (one time only). No card required.
Free
Organize your personal finances simply and for free.
$0.00
Free forever- Personal workspace
- Up to 2 active accounts
- Income and expenses
- Statement and categories
- Financial calendar
- In-app reminders
- Dashboard and basic reports
Pro
More control for you and those who manage finances with you.
$3.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
- Up to 2 shared workspaces
- Up to 5 people per workspace
- Cards and invoices
- Email reminders
- Import and export
- People and permissions
Premium
All DashyMoney features, including DashyBot.
$5.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
- Everything in Pro
- DashyBot — AI assistant
- 100 AI interactions per month
- Additional interactions available*
- Up to 10 shared workspaces
- Up to 30 people per workspace
Investor
Everything in Premium, with 300 AI interactions per month and financial analysis to help support your investment decisions.
$13.99/mo
Automatic monthly billing
Cancel anytime with no cancellation fee.
- Everything in Premium
- 300 AI interactions per month
- Additional interactions available*
- AI insights and analysis to support your investment decisions
* Additional interactions can be purchased separately. Your plan's monthly allowance is used first; purchased additional interactions remain available in later months while you still have a balance.
Privacy
Your data deserves care.
We treat your financial information with the seriousness it requires — with transparency and control.
Secure authentication
Sign in with email and password or providers like Google and Apple. Passwords are never stored in plain text.
Access control
Every operation validates permissions on the server. Workspace members access only what they are authorized for.
Workspace separation
Financial data is isolated by workspace. Each space has an independent context.
FAQ
Frequently asked questions
Straight answers about DashyMoney.
What is DashyMoney?
DashyMoney is a platform to organize, understand, and plan your financial life. You can manage accounts, transactions, cards, calendar, goals, and shared workspaces — with DashyBot, an AI financial assistant, on Premium and Investor plans.
Which plans are available?
There are four plans: Free, Pro, Premium, and Investor. Free is free forever. Pro, Premium, and Investor are monthly subscriptions with different features and limits.
What is the difference between Pro, Premium, and Investor?
Pro adds shared workspaces, cards, import/export, and email reminders, without DashyBot included after the trial. Premium includes everything in Pro, DashyBot, and 100 AI interactions per month. Investor includes everything in Premium, 300 AI interactions per month, and is also designed for people who invest.
Do I need to add a card to try it?
No. Every new user can start a 7-day trial with all features without adding a card.
How does the new-user trial work?
It is a one-time 7-day period with all commercial features of DashyMoney — including investment insights and analysis — no card required. During the trial you have up to 20 AI interactions in total (not a monthly allowance). After the trial, you choose Free, Pro, Premium, or Investor based on your needs.
What happens after the 7 days?
At the end of the trial, you can choose between Free, Pro, Premium, or Investor plans. The platform will show what remains available, what will be blocked, and the limits of each option.
How does billing work for paid plans?
Pro, Premium, and Investor are monthly subscriptions with automatic recurring billing. You don't need to renew manually every month — billing happens month by month.
What counts as an AI interaction?
An AI interaction is one request you make to DashyBot. If DashyBot needs clarifying questions to complete that same request, they still count as part of the same interaction.
How many AI interactions do I get on each plan?
After the trial: Free and Pro do not include DashyBot. Premium includes 100 interactions per month. Investor includes 300 interactions per month. The monthly allowance does not roll over to the next month.
Can I buy additional interactions?
Yes. Premium and Investor subscribers can purchase additional interactions separately from the monthly allowance. The monthly allowance is used first; any remaining purchased balance can be used in later months until it is consumed.
How does the Financial Assistant (DashyBot) work?
DashyBot uses Artificial Intelligence to help you understand your financial data — for example, spending by category, trends, and planning. It interprets information calculated by the system; you remain in control of your decisions. It is available on Premium and Investor plans (and during the full new-user trial). Investment insights and analyses are individual to each user and are not automatically shared with other workspace members.
Do I need to connect my bank account?
No. DashyMoney does not require a bank connection to get started. You can record transactions manually, import statements or spreadsheets (on plans that include import), and organize everything at your own pace.
Can I use it with my family?
Yes. On Pro, Premium, and Investor plans, you can create shared workspaces and invite others — each workspace with its own financial context, permissions, and members.
Is there a free plan?
Yes. The Free plan lets you organize your personal finances with a personal workspace, up to 2 active accounts, statement, categories, and financial calendar — free forever, without DashyBot after the trial.
Is my data secure?
DashyMoney treats your financial data with care: secure authentication, workspace access control, and separation of financial contexts. Each user can access only the workspaces they are permitted to use. Learn more on our security page.
Your financial life can be simpler.
Start now and organize your finances with more clarity and intelligence.
Start for free