See your money’s bigger picture. Explore what’s possible.
Money Max brings your budget, cash flow and payment strategy together, helping you understand how today’s choices can create more room for tomorrow.
See the thinking behind Money Max: connect your income, expenses and balances, then explore how putting available cash to work could reduce interest costs and move you toward your goals.
What could more room in your financial life make possible? This rental-property illustration explores one longer-term goal and introduces the value of comparing a possibility before committing to it.
These videos illustrate strategies and example scenarios. Your projections depend on your finances and assumptions. Property examples also require accounting for financing, ownership costs and investment risk.
Explore your own possibilities →
Compatible with most financial institutions, including banks and credit unions.
It is quick and easy to connect to your Accounts.
Transactions are automatically downloaded and categorized daily - no more waiting for monthly statements to balance your accounts.
Create general budgets to track your spending, or itemize expense budgets to help keep your spending under control.
Detailed categories allow you to sort individual transactions and stay on budget.
Flexible design allows you to set up your Program to be in line with your unique situation - giving you full control over your finances.
This intuitive online system enables you to use financial strategies to transform scheduled interest payments into wealth.
Designed to help you build a reserve for those unplanned expenses or emergencies, helping you avoid going deeper into debt.
A detailed Cashflow report allows you to see the ebb and flow of finances - allowing you to better understand your road to Financial Freedom.
Customizable dashboard displays the financial information that is most important to you.
See the effect of future financial decisions, giving you all the tools you need to take control of your future.
Comprehensive reports keep you aware of your total financial picture.
You work hard for your income. But seeing your account balance doesn’t always tell you what’s available, what’s coming next, or how today’s choices could affect your future.
Money Max™ connects your budget, cash flow, and payment strategy so you can see those pieces together. Explore opportunities to put available dollars to work, reduce interest costs, and make progress toward the things that matter to you.
That could mean paying off your mortgage early, reducing credit card balances, preparing for an upcoming expense, or building a financial cushion. The starting point is understanding what your money could do.
Your loan statements show what you owe and when payments are due. Money Max helps you connect those obligations to the rest of your financial life.
Think of it like planning a trip. Your destination matters, but so do your starting point, the stops along the way, and the room you have to change direction.
Money Max brings your income, expenses, budget, and account balances into one picture. Explore different choices, compare projected payoff timelines, and use your Action Plan to help guide your next steps. When life changes, update your information and see how your route changes with it.
Small differences in how much you pay, when you pay, and where you direct available cash can affect the interest you pay over time.
Money Max uses your financial information to calculate a payment strategy and show you the projected impact. Your Action Plan helps you understand which payments to make, how much, and when.
You stay in control of your money. Keeping your information current and following through on your plan helps turn those insights into everyday habits. Your Dashboard and Milestones help you see your progress and keep your goals in view.
A useful financial plan should fit your life. Start with the expenses you need to cover, the experiences you value, and the goals you want to work toward.
Perhaps you want to build an emergency fund while paying down a credit card. Or you’re considering a larger mortgage payment but want to leave enough available for annual bills and home repairs.
Money Max helps you explore those tradeoffs before deciding. See how a change could affect your projected cash flow, future balances, and payoff timeline, then choose a path you can follow.
Every dollar you save can help create more options: room for the unexpected, money for something important, or a stronger foundation for your later years.
Paying down balances can be one part of a much bigger goal. You may want to improve your home, explore a business idea, prepare for retirement, or consider an income-producing property.
Money Max helps you explore how changes to your income, expenses, and financing could fit into your overall plan. Compare a possible purchase with your current path and see what it could mean for your projected cash flow and payoff timeline.
For a rental-property scenario, look beyond the mortgage and expected rent. Maintenance, vacancies, taxes, insurance, and other ownership costs belong in the picture too.
The value is seeing the tradeoffs before you commit, so you can approach bigger decisions with clearer expectations and your other goals still in view.
Bring your questions and the goals you’re working toward to a complimentary one-on-one Money Max walkthrough.
Schedule Your Free Walkthrough →Explore how the Dashboard, budgeting tools, cash-flow projections, Action Plan, and Milestones work together. See how the software can help you:
Your goals. Your questions. A clearer way forward.
Explore our frequently asked questions or read customers sharing their experiences with Money Max.
Need help with your account? Contact support@ufinancialfreedom.com or call (877) 576-5563, Monday-Friday from 8am-5pm MST.
