Company Information

Corporate Site 

Money Forward, Inc. provides financial solutions for individuals, financial institutions, and corporations primarily in Japan. The company offers personal financial management services under the Money Forward ME, MONEY PLUS, Money Forward Personal Financial Consulting, and Money Forward Fixed Cost Review names; Money Forward Cloud, a software-as-a-service (SaaS) application for promoting back office operations; and accounting and tax solutions under the Money Forward Cloud Accounting, Money Forward Cloud Accounting Plus, Money Forward Cloud Tax Return, Money Forward Cloud Invoice Issuing, Money Forward Cloud Invoice Issuing Plus, Money Forward Cloud Receivables Management, Money Forward Cloud Expense, Money Forward Cloud Accounts Payable, Money Forward Cloud Invoice System, Money Forward Cloud Fixed Assets, Money Forward Cloud Project Cost, Money Forward Cloud Consolidated Association, and Money Forward Cloud Box names. It also provides human resource solutions under the Money Forward Cloud HR Database, MoneyForward Cloud Attendance, Money Forward Cloud Payroll, Money Forward Cloud Tax Adjustment, MoneyForward Cloud Social Insurance, and Money Forward Cloud My Number names; and SaaS marketing platform solutions under the BOXIL SaaS, BOXIL EXPO, BALES, BALES CLOUD, BOXIL, BizHint, and ADXL names; and financial services under the Money Forward Kessai, Money Forward Transaction Finance, Money Forward Invoice Card Pay, Money Forward Early Payment, SHIKIN+, SEIKYU+, Biz Forward Invoice Card Pay, and HIRAC FUND names. 

Money Forward ME is a budgeting software which allows you to link your bank accounts and credit cards, enabling you to manage your household finances and assets all in one place. You can also compare your current finances with past household budgets and assets.

Stock Perks

Categories: Memberships

Rights day

End of May, end of November

Details

All perks require at least 6 months of holding the stock.

6 month coupon code for the following services (May rights date only):

•  "Money Forward ME" Standard Course

• "Money Forward ME" Asset Building Advanced Course

• Money Forward Cloud Tax Filing Personal Plan

You will also get the following perks for their Money EXPO:

• Priority registration for various lectures before the general public.

• Special entrance to the venue for shareholders.

• Free gift when you arrive.

Requirements

100 shares - Standard membership

200 shares - Advanced membership

300 shares - Memberships to both the advanced course and the cloud tax plan

500 shares - Memberships to both the advanced course and the cloud tax plan, and the Money Expo perks.

Comment

Since you get the 6 month membership codes twice a year, you can keep using them as long as you hold onto the stock. From what I can tell, the main difference between the memberships is that the advanced course lets you input your stock portfolio and have dividends added to your budget, so if you're only interested in the budgeting aspects of the service the standard course will probably be enough. The cloud tax software might be useful to some and I assume it simplifies things, although I've never had any issues doing my own taxes through the e-tax system.

I've never been to Money Expo so I'm not sure how valuable those perks are. If the place does get really crowded and the popular lectures fill out quickly then I can see those perks being really useful.

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