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Personal Financial Management Options

Started by WasatchGirl · 7 months ago

I have been actively managing my finances (i.e. budgeting, investing, etc.) for the past 4 or 5 years and have noticed that the process is substantially easier through the deployment of a personal financial management solution.
For the past 2.5 years I have been using the Utah-based start- ... Continue reading »

7 comments

  • Don

    1 year ago

    Rachel,

    Off topic but I'm glad to see you made it back. When do we get to see pictures and hear all the details? How's the car?
    reply
  • Erica

    1 year ago

    Oh, this is GREAT. I just wrote a post on my blog about Mint and my love-hate relationship with it. I'm interested in other products and your review of alternatives is super helpful. Thanks!
    reply
  • WasatchGirl

    1 year ago

    Don,
    Thanks for the comment. The car is back and running like a gem. The Squamish trip was superb with pictures recently posted on The CragBaby (www.cragbaby.com). Thanks for asking. =)
    Rachel
    reply
  • WasatchGirl

    1 year ago

    Erica,
    I am real glad this post could be of use. Yeah, I have the love-hate relationship going with mVelopes, but I truly am hoping they work through their kinks. Interesting to know that you aren't completely happy with Mint as I have many times considered switching to their offering. Thank you for your comment and good luck in the hunt for a financial management solution.
    Best.
    Rachel
    reply
  • Christopher

    12 months ago

    Hey Rachel,

    I'm glad to know you're alive and blogging. In terms of personal financial management on a Mac, the one I use is iBank from IGG Software. It's very visual and I like that. It includes as-you-type search capabilities across all my transactions, which I love. And the budget monitor is useful, if not perfect. Check it out here: http://www.iggsoftware.com/ibank/
    reply
  • scottshapiro

    3 months ago

    Great post!

    I actually find Yodlee has the best connectivity. They're the ones that power the backend for Mint, etc. I think I've been using it since 2004 consistently. They're analytics have improved but are not perfect.

    Mint thinks that have "smart leadgen" but in fact there are so many details associated with credit card offers that they never get it right. For example, they think you have a no-rewards card (when you actually get cash-back, etc.) and they offer you a cash-back card that has less attractive terms than the one you already have.

    However, Mint's transaction categorization is very helpful.
    reply
  • Rachel Strate

    3 months ago

    Scott,
    Thanks for the comment.

    I have yet to try Yodlee, but have used Mint in the past. I had the exact same experience with their "smart leadgen". They seemed to not really know what type of card I was using, offering me a worse offer.

    My favorite so far was mVelopes, but their server problems during the summer resulted in my canceling my subscription.
    Thanks for the feedback.
    Rachel
    reply

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