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Blog & Social Media   |   Financial Planning   |   10 Online Money Management Tools

10 Online Money Management Tools

The beginning of a new year often brings a resolution to be in better control of personal finances, including budgeting, tracking investment progress, paying down debt, and working toward special goals.  To take some of the legwork out of picking a great online tool to help with the process, we’ve provided a list of ten popular online or desktop management tools that offer a variety of services and specialties.  While some are more popular than others, remember that the best tool for you is the one that you can commit to using on a consistent basis.

  1. Mint: “Mint pulls all your financial accounts into one place. Set a budget, track your goals and do more with your money, for free!” – www.mint.com
  2. Quicken: “Quicken personal finance software will get you organized — and put you in control of your household budget. All in just minutes!” – www.quicken.intuit.com
  3. Moneystrands:  “Our easy to use personal finance service automatically gathers data for financial accounts including savings, checking, loans and credit cards, providing users with an up-to-date, accurate, unified view of their finances.” – www.money.strands.com
  4. Yodlee and MoneyCenter: “Used by over 600 leading financial institutions and companies and more than 40 million consumers, Yodlee’s best-in class solutions remove the friction from financial management, delivering a more insightful, interactive, and actionable experience for consumers.” – www.yodlee.com
  5. Mvelopes: “This revolutionary, award-winning system applies innovative financial software technology to the traditional envelope method of budgeting to help you manage your finances, while living within your income.” – www.mvelopes.com
  6. BudgetPulse: “BudgetPulse is a free online personal budgeting tool that offers the perfect combination of simplicity and functionality. It was designed so that anyone can quickly and easily take control of their personal finances.” – www.budgetpulse.com
  7. ReadyForZero: “ReadyForZero can help you better manage credit card, student loan, mortgage, auto loan or other personal debt online – automatically.” – www.readyforzero.com
  8. PocketSmith: “PocketSmith began with the idea that a calendar and event-based approach would be a powerful paradigm for communicating and managing financial information.” – www.pocketsmith.com
  9. ClearCheckbook: “ClearCheckbook is committed to helping you get your finances back in order by providing some of the best tools around for balancing your checkbook, managing your budgets, tracking your spending and more.” – www.clearcheckbook.com
  10. Moneydance: “Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking.” – www.moneydance.com

Filed Under: Financial Planning

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Wisdom Wealth Strategies, LLC is an SEC-registered investment adviser. Our firm is notice filed in Colorado and Texas, and may be exempt from notice-filing in other jurisdictions where we serve our clients.


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