Manage Your Finances with These 6 Amazing Technology Tools!

The Internet is an amazing place. With literally a world of information at your fingertips, it’s no wonder that people turn to it to get advice about taking control of their finances. There is a lot of information out there and seemingly countless websites, software programs, and apps dedicated solely to helping you with your finances. Indeed, the sheer amount of information can cause many people to feel overwhelmed. To help you, we’ve compiled this list of 6 valuable financial tools to help you make the most of your money (yes, pun intended).


Before you check out our list, keep in mind that you shouldn’t necessarily choose an app or software program because of something that you read about it online. We may think it’s great, but you’re the one that has to ultimately decide if it will meet your needs. So, make sure that you check out all of the features and ask yourself if it is a good fit for you before you invest your time or your hard earned money.


Credit Karma and Annual Credit Report

First, it’s important to know your credit score (and the state of your credit). Credit Karma allows you to check your credit score for free. You’re also entitled to a free copy of your credit report each year from each of the major credit bureaus. The easiest way to do this is by using the Annual Credit Report website. It’s also totally free. You don’t have to sign up for a trial membership or anything. Just answer the security questions, pull your reports, and print or save them. So, why do you need both Credit Karma and Annual Credit Report? Because the credit bureaus charge you to see your credit score. It’s your information. Now you know how to get both for free!


Personal Budgeting

There are a lot of apps and software choices for personal budgeting available to you. Some are free and some charge a nominal fee. Currently, one of the more popular (and free) personal budgeting apps is Every Dollar. Every Dollar helps you set up categories and plan your spending. You can also track your transactions and compare them to your budget. is produced by financial powerhouse company Intuit (the maker of QuickBooks). It can help you setup a budget, manage your savings, and you can hook it up to your bank and investment accounts. also has a spending tracker. Mint offers a free trial.


Both Every Dollar and have apps available for iOS and Android!

Business Finances

Businesses also have several choices available. If you run a business, while you could use Every Dollar or Mint to manage it, they may not offer all of the features that you need (such as quarterly reports, tracking business expenses, and creating invoices).  Zoho Invoicing is an inexpensive option for business owners. It allows you to take online payments as well as tracking your invoices and can run several reports. Their support is second to none and they offer a free trial.


If you use PayPal for your business, they provide a nifty invoicing feature that allows you to create and send custom invoices. The downside? You can’t track expenses.

Remember that no matter what personal or business finance management apps or services you choose, they should fit your needs and your financial goals.


And of course, we cannot leave out Tax Tech Portal when it comes to technologically-enhanced financial planning tools! Contact one of our experienced customer service professionals or click here to learn more.

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