TOOLS & RESOURCES

THE TOOLS THAT CAN HELP YOU SUCCEED

MINT

This budget tracker and account aggregator quickly and easily lets you see where your money is going and how much you have saved and invested.

CLARITY MONEY

This fantastic mobile app lets you gain insight into your spending habits, and then monitor your spending in real time. An easy way to consolidate the amount you owe in credit cards within a single app.

YNAB

This tool helps you stay on top of your finances by giving each dollar a function. YNAB works by planning your resource usage and tracking your spending across various categories.

SHOEBOXED

This receipt management service organizes receipts and business cards and is especially helpful for tax purposes. It can also be a valuable expense tracking tool.

POCKETGUARD

This app connects directly to your bank accounts so that you can always have access to your current transactions and balance. More importantly, it tries to calculate your cash flow by analyzing your spending and income.

GOODBUDGET

This personal and household budgeting app follows the envelope budgeting system. It syncs to multiple devices to build account summaries that feed off of envelopes.

PERSONAL CAPITAL

Personal Capital is best described as a “financial account aggregator.” After connecting your bank account, credit cards, mortgage or auto loans, investment accounts, and any other financial accounts, this free service summarizes your financial situation and offers personal financial planning guidance.

DASHFLOW

DashFlow is a flexible money tracker that makes it easy to map out your financial goals – budget, debt, savings, investments, net worth, and a few extras.

MVELOPES

Mvelopes is another app that borrows the methodology of the cash envelope budgeting system. Here, you set up your budget using the app and keep track of your spending using digital envelopes. This eliminates the need to carry around paper envelopes stuffed full of cash, protecting you from theft and loss.

VERTEX42® SPREADSHEETS – EXCEL TEMPLATES

Since 2003, Vertex42® has been creating spreadsheet templates for business, personal, home, and educational use. They are amazing and simple to use. They have a huge collection of financial calculators including user-friendly debt reduction and money management tools. They also provide a large selection of templates for Microsoft Word® such as resumes, letters, and a business plan template that includes financial statements in Excel.

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OTHER TOOLS & RESOURCES

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