Money360: Budget, Tax, SIP App

Money360 Technologies

About this app

Money360 is a unique combination of money management app and online financial marketplace (Money360 Bazaar). The money management part tracks your personal expenses and helps you take control of your finances, while Money360 Bazaar provides instant access to best financial products and services like financial planning, income tax return, mutual funds and insurance.

Money360 app creates bank and credit card transactions automatically from your phone SMS. It also creates automatic reminders of your utility bill payments so that you never miss a payment due date. It shows rich and insightful reports to give you trend analysis of your spending pattern. You can create budgets to track and control your expenses.

FEATURES

1. Financial Planning
• Comprehensive financial planning and advisory
• Highly experienced Certified Financial Planners (CFP)
• 100% unbiased and professional
• India' best financial planners
• Connect and consult directly

2. Income Tax
• Tax filing and consultancy services
• File ITR yourself or with an expert
• Plan and optimize your taxes
• Resolve income tax notice

3. Mutual Funds
• Invest in top Mutual Funds for free
• Choose from different categories of equity funds like Large Cap, Mid Cap, Small Cap and tax saving (ELSS) funds
• Invest in direct mutual funds through SIP or lumpsum at 0% commission
• Start SIP investment of ₹500/month in tax saving mutual funds

4. Insurance
• Buy term life insurance policy of 1 Crore online
• Buy individual or family floater health insurance plan
• Check and compare coverage amount, tenure, premium and other details

5. Reports
• View reports in plain REPORT, BAR CHART or LINE CHART formats
• Drill down the summary reports further up to transaction level
• With Money360 daily expense manager, you have the simplicity of analyzing your spendings using graphs and charts

6. Budget Tracking
• Create Monthly, Quarterly or Yearly budget for any given account
• Get an alert when your expense exceeds the budgeted amount
• Money360 daily expense manager will help you set goals for yourself by using the budget planner and daily expense tracker

7. Other Features
• Unique utility bill payment feature
• 50+ default accounts (categories)
• Calendar view to quickly locate transactions
• Export your data to Excel
• Detailed and in-depth help
• Offline features without internet
• Automatic backup and restore options
• Available in English, Hindi, Gujarati and Marathi
• Personal finance blog
• Facebook group with thousands of members
• Dedicated customer support through Gmail and WhatsApp

8. Data Security
• Money360 money manager is a highly secure app. Your data is always stored in encrypted format
• It is not connected to any server. Your data remains on your phone and your Google Drive only
• You can also lock the app with a password so that no one can open it

Access Permissions
1. Contacts - Money360 adds its support phone number in contact list so that you can chat with the support team over WhatsApp in case you need any help.
2. SMS - Money360 reads SMS to create bank and credit card transactions automatically. It never reads personal messages or any sensitive information.
3. Photos/Media/Files - You can attach bills/invoice photos in transactions. For this Money360 needs to access images on your device.

Press/Media/Recognition
• Money360 has been selected by Google and Ministry of Electronics and
Information Technology (MeitY) for Appscale Academy 2022 (https://bit.ly/3OGhWhG)
• Money360 has been featured by Times of India as one of the best personal
finance apps (https://bit.ly/3YXrrOh)

Contact Us
[e-mail]
http://money360app.com