Hi everyone, I have an idea for a new budgeting app, but wanted to get your thoughts on the tools you use.
What budgeting tools do you use?
What do you LOVE about them?
What’s stopping them from being so perfect that you would never dream to switch to a different tool?
Hi!, I use Wallet by Budget Bakers because of how intuitive it is and it allows me to upload my bank statement (as a csv) which automatically categorizes the expenses.
Daily logging of transactions is quite tedious for me so I'm in the process of building the habit of conducting a monthly financial review using 'Wallet'. The process of upload statement, select data columns, and import. This process is the most convenient one I have come across in testing multiple applications.
I previously used a mobile application called Monefy which is pretty good too, however, I used it for daily logging which made it in convenient.
Hope this helped!
I use YNAB.
I love the fact that it matches my approach to personal finance, and it removed the pain to make this approach work (I used Excel before that).
The only (manageable) issue I have is auto-import for my 🇪🇺 banks.
With the disclaimer that I'm terrible at this, and tend to manage everything manually in a spreadsheet, I was excited last year to see Microsoft added a Plaid integration to Excel which would at least automate much of the manual side of tracking finances in a spreadsheet.
And then, an older discussion on Capiche about finance apps had people sharing a number of interesting tools: Lunch Money, Copilot, TrueBill, Personal Capital, and more.
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