While the software is the backbone of the concept, you need the proper education and tools to best leverage these programs. The key amongst these software solutions is that each one is highly customizable and highly targeted to the individual consumer. When folks came to me for advice, I would evaluate their current situation and needs and recommend the software that would work best.įor instance, I would talk to those who made a lot of money, and I would tell them about YNAB I would talk to those who made very little money and I would suggest Mvelopes and I would talk to those who were trying to manage multiple income streams and I would tell them about Personal Capital.
That meant I helped people find one of the best personal finance software programs that would help them get in control of their money. Looking for personal finance software? Here's how Quicken and YNAB compare.īefore I started working at the Better Basics Network, I was a certified personal finance counselor. Looking for personal finance software? Here's how Quicken and YNAB compare.
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