Money Max financial forecasting software

You don't need more money.
You need your money to do more.

Money Max helps you organize your income, expenses, and accounts so you can understand your cash flow and explore how different financial decisions could affect your projected payoff timeline.

Request a software walkthrough

See the software with a member of our sales team and bring your questions.

Explore the software
Illustrative Money Max budget and cash-flow software on a laptop, phone, and tablet
Illustrative software screens. Sample figures and dates are examples, not a prediction of your results.
A clearer view

A clearer view of your money.
A way to explore what comes next.

Bring your financial information together, review your projected cash flow, and explore how changes to your plan could affect the longer-term picture.

Understand your cash flow.

See how income, expenses, and account balances fit together in your plan.

Explore possible changes.

Review how changes to the information in your plan affect its projections.

Learn with support.

Get help understanding the software and using its tools.

Explore the choices that matter to you

See how today's choices could change your financial picture.

  • If I canceled subscriptions I no longer use, what could change in my projected payoff timeline?
  • How could I plan for a larger expense while keeping enough money available for upcoming bills?
  • How could building an emergency fund fit alongside my debt payments?

Bring a question. See how Money Max helps you explore it.

Request a software walkthrough
A closer look at cash flow
Illustrative Money Max cash-flow forecast showing changes in projected checking balance and a low-limit reference line
This cash-flow view illustrates the upcoming-bills question: see where a projected balance gets tight between income and planned expenses.

Illustrative demo data. Projections depend on the information and assumptions entered. Actual results will vary.
The people behind the software

Support that helps it make sense.

Money Max clients describe their experiences learning the software and getting help from the support team.

Very knowledgeable and was patient with me so that I clearly understood the program.
Linda H.

On learning the program with Jen · Excerpt

She was professional, patient, and explained everything clearly, making the process easy to understand.
Norma E.

On support from Lauren · Excerpt

Professional, patient, respectful, and understanding of my concern. Not pushy.
Tyrell D.

On customer support · Excerpt

Selected excerpts from Money Max's published coaching and customer-review pages. Individual experiences with training and support.

Read more reviews on Trustpilot
A closer look at Money Max

See the software.
Bring your questions.

A one-on-one walkthrough introduces the tools, explains the projections, and helps you explore whether Money Max fits your needs.

Request a software walkthrough
  • See how income, expenses, and accounts appear in the software.
  • Explore forecasts, reports, and the information behind the projections.
  • Ask about setup, education, support, and pricing.

Can I explore how available money could affect my debt payoff timeline?

Yes. Money Max can use the income, expenses, and debts you enter to compare payment scenarios. For example, you can explore how applying money available after planned expenses toward debt payments could change your projected payoff timeline and interest costs.

Projections depend on the information and assumptions used. Actual results will vary.

A clear next step

Request your software walkthrough.

After you submit your request, our sales team will contact you to arrange a time. Sending a request does not reserve a time.

Money Max projections depend on the information entered and the assumptions used. Actual results vary with your circumstances and decisions.