What’s the MoneyLife® Planner?

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    MoneyLife® Indicator

    You can't get where you want to be if you don't know where you are. After taking a brief survey about your finances, the MoneyLife® Indicator will provide you with a snapshot of your current financial health, and will also give you a breakdown of where you stand in 12 key areas related to your actions and attitudes toward money.

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    MoneyLife® Budget

    Designed for those of us who've ever battled with a spreadsheet and lost, the MoneyLife® Budget helps you create a usable, flexible spending plan for your real life. First, we'll ask you some simple questions about your income, giving, and spending habits. Then, using Crown's time-tested budget percentage guidelines and lots of practical tips, we'll help you create a spending plan to achieve your short and long-term financial goals.

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    MoneyLife® Tracker

    Have you ever wondered where your money goes each month? The MoneyLife® Tracker is a simple tool to help you track your income and expenses for up to three months. As transactions are recorded, you'll see how you real-world spending compares with your MoneyLife® Budget in each category of spending. This information will then empower you to make thoughtful decisions so that your spending syncs with your spending plan.