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User Stats

39
Posts
13
Votes
Brady Ascheman
  • New to Real Estate
  • Benson, MN
13
Votes |
39
Posts

Best Budgeting software

Brady Ascheman
  • New to Real Estate
  • Benson, MN
Posted

Hi everyone. Was just curious what do you guys like to use for a mostly automated budget software for your personal finances? Currently looking into intuit mint. 

Most Popular Reply

User Stats

658
Posts
479
Votes
Denver McClure
  • Financial Advisor
  • Dallas, TX
479
Votes |
658
Posts
Denver McClure
  • Financial Advisor
  • Dallas, TX
Replied

Mint is pretty good, that's what several of our clients use. EveryDollar isn't too bad either.

  • Denver McClure
  • [email protected]
  • User Stats

    658
    Posts
    479
    Votes
    Denver McClure
    • Financial Advisor
    • Dallas, TX
    479
    Votes |
    658
    Posts
    Denver McClure
    • Financial Advisor
    • Dallas, TX
    Replied

    Mint is pretty good, that's what several of our clients use. EveryDollar isn't too bad either.

  • Denver McClure
  • [email protected]
  • User Stats

    151
    Posts
    115
    Votes
    Joseph Palmiero
    • CPA
    • PA
    115
    Votes |
    151
    Posts
    Joseph Palmiero
    • CPA
    • PA
    Replied

    I've used mint off and on for years. It gets the job done.

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    Palmiero CPA, LLC
    5.0 stars
    1 Review
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    User Stats

    280
    Posts
    246
    Votes
    Denis Ponder
    • New to Real Estate
    • Yuma, AZ
    246
    Votes |
    280
    Posts
    Denis Ponder
    • New to Real Estate
    • Yuma, AZ
    Replied

    Mint is free and simple to use.  Their app does the trick as well.

    I like it and it helps us stay on track and on target.

  • Denis Ponder
  • User Stats

    393
    Posts
    580
    Votes
    Jeff Nash
    • Accountant
    • McKinney, TX
    580
    Votes |
    393
    Posts
    Jeff Nash
    • Accountant
    • McKinney, TX
    Replied

    We use RightCapital on an enterprise level and push it out to clients for tax/business/financial planning. It is terrific all around.

    User Stats

    66
    Posts
    53
    Votes
    Byron Valles
    • MSFP, CFP, Financial Advisor
    • San Francisco Bay Area
    53
    Votes |
    66
    Posts
    Byron Valles
    • MSFP, CFP, Financial Advisor
    • San Francisco Bay Area
    Replied

    Mint is great. Many of my clients like to use YNAB (you need a budget) as well. YNAB is in my opinion more advanced because it introduces a much more forward-thinking strategy that is quite a bit different not just in its implementation, but also in the user’s whole way of thinking. It basically encourages you to give "every dollar a job".

  • Byron Valles
  • 650-376-0034
  • User Stats

    8,552
    Posts
    10,412
    Votes
    Bill B.#3 1031 Exchanges Contributor
    • Investor
    • Las Vegas, NV
    10,412
    Votes |
    8,552
    Posts
    Bill B.#3 1031 Exchanges Contributor
    • Investor
    • Las Vegas, NV
    Replied

    If you plan to include any rentals in your budget you need to upgrade from mint to quicken. It’s $50/yr if you want automatic bank transaction entries. 

    The reason I couldn’t use any of the more basic/free programs is I wanted to track expenses per property and per reason. I couldn’t get sub’ sub categories. 

    Property 1 expense/repairs/plumbing 

    Property 2 expense/services/landscaping

    Etc etc. I wanted to be able to tell what I was spending per year on any property or any type of expense per property or in total. It pays for itself in CPA billed time saved with those  reports per property by category. 

    User Stats

    121
    Posts
    67
    Votes
    Tatum Littleton
    • Real Estate Agent
    • Austin, TX
    67
    Votes |
    121
    Posts
    Tatum Littleton
    • Real Estate Agent
    • Austin, TX
    Replied

    I use Empower. The interface is clean and easy to use on the desktop as well as the phone app. Its free and quite easy to use. 

    You can set your budget and categorizes it between items such as gas, groceries, utilities, and business expense and can put tags like "reimbursable" which will actually subtract it from your monthly budget and won't count it. 

    It links all your bank, credit cards, and financial transactions to see as they are updated. You can also link stocks and will update your net worth as well. 

    https://www.empower.com/signup-v1