I recently received a question from a client about tools to help her daughter figure out her budget.

Here are some online tools to help.

Mint- is a popular, free tool that links your investments with your checking accounts and bills to help you see how you are doing on spending and savings goals. The service is free because sponsors pay for the privilege of selling you on a cheaper mortgage, higher interest rate savings account, etc. Those sponsors don't have direct access to your info, but Mint interacts with you on their behalf suggesting cheaper loans. The service is free and confidential.

Buxfer - also free and a direct competitor with Mint, Buxfer has a secret storage place using Google to help you feel even safer. It does the same things with some interesting add-ons such as Twitter and is also iPhone accessible.

There are several other online services available as well as Excel-compatible programs. Not much work to have a good vision of your finances. Being organized saves money!


Marion R. Syversen, MBA - President
NorumbegaFinancial

207.862.2952

Marion@NorumbegaFinancial.com
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