Finally See All Your Money in One Place
Money Mastery gives business owners complete financial clarity—personal and business finances together, with AI-powered insights that help you make confident decisions.
*Reviews reflect experiences with Donna Roggio's coaching services
Sound Familiar?
You're not bad with money. You just don't have the right system.
The Chaos
Personal expenses mixed with business. You know it's a problem, but separating it feels impossible.
The Blind Spot
You don't actually know what you spend each month—and the not-knowing creates constant anxiety.
The Time Sink
Hours spent on spreadsheets. Tax season is a nightmare. Accountant fees keep climbing.
The Missing Plan
You want to pay off debt and save, but there's no real strategy—just hope.
"There has to be a better way."
There is. And it's called Money Mastery.
10
Linked Accounts
420
Categories
100K
Transactions/Year
7+
Custom Reports
Clarity AI
Your 24/7 financial guide
One System.
Complete Clarity.
Money Mastery is a comprehensive financial system that brings your personal and business money together in one clear view—with AI-powered insights, built-in tutorials, and expert support.
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Dashboard snapshot of income + expenses at a glance
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20 income + 400 expense categories for crystal clear tracking
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AI-powered categorization that learns your patterns
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Never shared with Google—your data stays private
See Money Mastery in Action
Your complete financial command center—dashboard, analytics, savings goals, transaction management, and detailed reports all working together.
Financial Dashboard
Your complete overview
Extended Analytics
Income vs expenses
Savings Funds
Goal tracking
Transaction Manager
Categorize with ease
Financial Reports
Detailed insights
Privacy-first: Only transaction date, description, and amount are imported—never your sensitive personal details. Your data stays in your system.
Get Started TodayA Complete Financial System
Every plan includes these powerful features to transform your relationship with money.
Dashboard & Tracking
Personal Money Map
Dashboard snapshot of income + expenses, sortable by date and custom time periods.
Business Dashboard
Separate business tracking with profit & loss, international conversion rates, and more.
Link Up to 10 Accounts
CSV, PDF, and Excel statement handling. Parse statements directly in the sheet.
420 Categories
20 income + 400 expense categories for precise tracking. Mass apply categories with one click.
Split Transactions
Easily split transactions between categories or accounts for accurate bookkeeping.
Receipt Attachment
Add receipts for proper bookkeeping. Everything you need for tax time.
Business Tools
Multi-Business Support
Easily move between business and personal accounts in one system.
Profit & Loss Tracking
See exactly how your business is performing with automatic P&L reports.
International Currencies
Supports international conversion rates on business accounts.
Transfer Tracking
Detailed transfer tracking between accounts. Never lose sight of money movement.
Monthly Breakdowns
Monthly income + expense breakdowns with yearly summaries of all accounts.
100K Transactions/Year
Handles up to 100,000 transactions per year. Built for serious business owners.
Clarity AI
Your personal financial guide
Clarity AI is built into every part of Money Mastery, helping you make sense of your finances without the overwhelm.
- Smart Categorization: AI recommendations that learn your spending patterns
- Auto-Fill: Built-in learning makes predictions on sorting
- Custom AI Reports: Ask questions and get custom reports built for you
- Ask Anything: Chat with Clarity AI about the sheet and how to use it
Help me generate a report of my spending for this month
Here's your monthly spending report! Your total spending was $3,247. "Dining Out" increased 23% compared to last month. I'd recommend reviewing those subscriptions—you have 3 that overlap.
Planning & Goals
Track Your Savings
Plan goals, track progress, and explore savings plans to reach your dreams.
Needs vs Desires
Break down spending by needs and desires to understand your real priorities.
Spending Trends
See patterns over time. Know exactly where your money flows each month.
Net Worth Tracker
Assets + liabilities in one view with automatic calculation.
Debt Payoff Tools
Track long + short-term debt. Projection calculator shows your freedom date.
Plan Goals
Set and track financial goals with clear milestones and progress updates.
Reports & Sharing
All Transactions Report
Complete transaction history exportable for your records.
Account Breakdown
Detailed breakdown by account for easy reconciliation.
Payment Summaries
See all your payments organized and summarized.
Custom AI Reports
Ask Clarity AI to build custom reports for your needs.
Easy Share Function
Share directly with accountants, bookkeepers, and spouse. Up to 3 guests per sheet with PIN protection.
Support & Training
45-Min Onboarding Call
A $150 value, included with every plan. We set you up for success.
Step-by-Step Guidance
Fully written walkthrough with pictures and examples. Tab-by-tab tutorial built into the system.
Built-in Tutorials
Visual guides and tips right where you need them in the system.
Support Ticket System
Direct access to support when you need help. We're here for you.
Money Mastery Collective
FREE lifetime entry to our community group for support + motivation.
Chat with Clarity AI
Ask questions about your finances and how to use the system 24/7.
Every Tool You Need
From daily tracking to long-term planning, see how Money Mastery brings your entire financial picture together.
Labels & Categories
Customize expense labels and subcategories to match your real life—kids, pets, hobbies, and everything in between.
Reports & Sharing
Generate beautiful reports and securely share with accountants, partners, or financial advisors with just a few clicks.
Savings & Goal Planning
Set savings goals, track your progress month by month, and watch your funds grow with automated planning tools.
Choose Your Path to Clarity
Every plan includes the full Money Mastery system. Pick the level of support that fits your journey.
All sales final • No refunds
Self Starter
Everything you need to master your money independently.
Just $2.43/day
- Full Money Mastery System
- Clarity AI Assistant
- 45-min Onboarding Call
- Money Mastery Collective
Momentum
Group accountability to stay on track all year.
Just $4.08/day
- Everything in Self Starter
- Monthly Money Reset Calls
- Group Accountability
- Priority Support
Fierce Financials
VIPPrivate 1:1 coaching for rapid transformation.
Or 3 payments of $2,640
- Everything in Momentum
- 24 Hours of 1:1 Support
- Twice-Monthly Sessions
- Priority Scheduling & Direct Access
Plans auto-renew annually. Cancel anytime 30 days before renewal. Terms
Real Results from Real Business Owners
Hear from business owners who've transformed their relationship with money.
"Donna has exceeded my expectations! She is so knowledgeable, patient, effective, and she truly helps you get the job done. She has helped me work on systems that I did not know how to execute myself. My team and I are so grateful for her help!"
Dulce Astolfi
Sorelle Studio, Maple Glen, PA
"Working with Donna has been transformational. What makes Donna unique is her ability to see the big picture while helping you execute the details. She brings clarity to chaos and helps you build systems that actually work for your life."
Francesca Rivetti
Business Owner
"Why did I choose to work with Donna? Because she doesn't just give advice—she walks alongside you. Her coaching helped me see my finances clearly for the first time. I finally feel confident about where my money is going and where it needs to go."
Carolyn Czar-Dilema
Entrepreneur
*Reviews reflect experiences with Donna Roggio's coaching services, not the Money Mastery software system specifically.
Join The Money Mastery Collective
You're not on this journey alone. The Money Mastery Collective is a supportive community of business owners just like you—learning, growing, and celebrating wins together.
- FREE lifetime access with any Money Mastery plan
- Connect with like-minded entrepreneurs
- Share wins, ask questions, get support
- Monthly group calls (Momentum + Fierce Financials)
Created by Donna Roggio
Money Mastery was built from real life—running businesses, managing personal finances, and watching smart people avoid money simply because they didn't have a system that felt safe and clear.
This work is grounded, practical, and non-judgmental—because shame never creates change. Systems do. I've been where you are, and I built the tool I wish I had.
Common Questions
Ready to Finally See Where Your Money Goes?
Stop guessing. Stop stressing. Start making confident financial decisions with Money Mastery.
Questions? Email us at support@risingandthriving.com
