By creating an account, and connecting all your financial accounts, Mint can then provide analysis, to help find savings by providing potentially money saving offers for credit cards, retirement rollovers, and savings account deals. It makes it easy to track expenses and balances. Mint is another mobile based solution from the folks that brought us TurboTax (opens in new tab) and Quickbooks (opens in new tab). Read our full CountAbout review (opens in new tab). The ability to add in and manage invoices is another boon, especially if you’re a small business owner. For example, any kind of additional category can be added into the left-screen menus, while others that you don't need can be removed. The interface is additionally impressive in that it can be customized to suit your individual needs. Once you’re into the main working area you’ll find that the interface is clean, fuss-free and easy to navigate. You also get an easy access Account Maintenance option, which during setup means you can choose to have transactions automatically downloaded from the financial institutions you deal with. It is available via a subscription interface, starting with a Basic account, but requires transactions be entered manually, or a more usable Premium account can automatically download transactions from your financial institution. It also facilitates advanced budgeting, via activities such as account reconciliation, and tracking register balances.ĬountAbout is available for the iOS and Android platforms, and can also be used on a full PC via the web-based interface. Additional features include multi-factor login protection, categories can be customized, running register balances, and support for recurring and split transactions.
It also connects to your other financial assets, including banking, credit card and retirement accounts, which includes thousands of financial institutions.
When you sign up you're encouraged to do that early on, and there are some decent instructions that walk you through the steps. It is notable as it can import data from Quicken, or Mint, and is one of the few solutions that can do this.
CountAbout is a personal financial and budgeting software solution.
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