Home Financial Planning 3 Alternate options to the “Mint” Budgeting App

3 Alternate options to the “Mint” Budgeting App

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3 Alternate options to the “Mint” Budgeting App


3 Alternate options to the “Mint” Budgeting App

A lot of our shoppers have used Mint and it has been a favourite of MainStreet Monetary Planning for a few years. With the current information of Mint shutting down, we needed to share just a few useful options for budgeting instruments that can assist you keep on observe with undertaking your objectives!

YNAB YNAB stands for “You Want a Funds” and it’s one which I’ve personally used and advocate to pals and shoppers. My husband and I had been gifted a subscription to YNAB throughout our first 12 months of marriage and it was extremely useful to us as we navigated how one can merge our funds and hold observe of every part. I take pleasure in their UX and their philosophy to “give each greenback a job”.  If you’re taken with checking it out, they provide a “34 Day Free Trial”. Value: $14.99/mo or $80/12 months ($8.25/month). 

Monarch – Monarch was began by Mint’s first product supervisor and has many of the similar capabilities in addition to just a few extra advantages corresponding to including a further consumer or permitting your monetary advisor to have entry to view your funds as properly. Monarch makes it simple so that you can import your Mint historical past into its platform and is even providing an prolonged free trial for brand new customers who’re transferring from Mint. It additionally tracks funding holdings/portfolio allocation which lots of different budgeting instruments don’t observe. Value: $14.99/month or should you pay all at one time it’s $99.99/12 months or $8.33/month.

Tiller – MainStreet Monetary Advisor, Jennifer Bush, CFP® , has personally used Tiller for over 4 years and enjoys it, saying that she likes that it’s “absolutely customizable, and spreadsheet-based and I can run studies and filter my transactions any manner I would love.” Jennifer additionally mentioned that they’ve nice customer support and that their on-line neighborhood is responsive and interactive – should you publish a query it normally will get answered inside a day or you’ll be able to search questions different customers have requested and discover your solutions that manner as properly. Tiller additionally posted a useful article that walks Mint customers by means of how one can export their transactions for backup in addition to to make use of when migrating them to a brand new cash administration software.  Value: $79/12 months

Whether or not you take pleasure in utilizing an app to trace your spending or a plain outdated spreadsheet (or pen and paper for that matter) – we simply need you to have a software that works for YOU. As we strategy the top of 2023 – now is a good time to evaluation your funds and suppose by means of a few of your monetary objectives for 2024 and a budgeting software may assist get again on observe.

 

Anna Sergunina, CFP® delves deeper into this subject in our subsequent

CHALK TALK: MINT.COM IS SHUTTING DOWN ON DEC. 31, 2023



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