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

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3 Alternate options to the “Mint” Budgeting App

Lots of our purchasers 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 a number of useful options for budgeting instruments that can assist you keep on observe with conducting your objectives!

YNAB YNAB stands for “You Want a Finances” and it’s one which I’ve personally used and advocate to mates and purchasers. My husband and I had been gifted a subscription to YNAB throughout our first yr of marriage and it was extremely useful to us as we navigated easy methods to merge our funds and preserve observe of the whole lot. I get pleasure from their UX and their philosophy to “give each greenback a job”.  In case you are keen on checking it out, they provide a “34 Day Free Trial”. Value: $14.99/mo or $80/yr ($8.25/month). 

Monarch – Monarch was began by Mint’s first product supervisor and has many of the identical capabilities in addition to a number of further advantages similar to including a further consumer or permitting your monetary advisor to have entry to view your funds as effectively. Monarch makes it straightforward so that you can import your Mint historical past into its platform and is even providing an prolonged free trial for brand spanking 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 when you pay all at one time it’s $99.99/yr 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 experiences and filter my transactions any means I would love.” Jennifer additionally stated that they’ve nice customer support and that their on-line group is responsive and interactive – when you submit a query it often will get answered inside a day or you possibly can search questions different customers have requested and discover your solutions that means as effectively. Tiller additionally posted a useful article that walks Mint customers via easy methods to export their transactions for backup in addition to to make use of when migrating them to a brand new cash administration instrument.  Value: $79/yr

Whether or not you get pleasure from 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 instrument that works for YOU. As we strategy the top of 2023 – now is a superb time to evaluation your funds and suppose via a few of your monetary objectives for 2024 and a budgeting instrument might assist get again on observe.

 

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

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



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