top of page
Search

Top 10 Handy Financial Tools To Recommend

  • Writer: Tzvi Raviv
    Tzvi Raviv
  • Dec 5, 2021
  • 2 min read

As part of the financial coaching, some clients might as for a recommendation on financial software and apps. There are many options out there. To save time to money coaches we've ranked ten of our favorite tools.


1. Quickbooks


Quickbooks is a full-service bookkeeping solution that is great for small businesses, including live bookkeeping, expense management for freelancers, payroll, and general accounting.


2. Moneybox


Want to save money but not sure where to start? Moneybox is the best savings app on the market. You'll quickly accumulate savings by rounding up everyday purchases without even realizing it.


3. E*TRADE


E*TRADE's mobile app provides many options for those wanting to invest in stocks online, E*TRADE's mobile app offers many options, including stocks, bonds, fixed-income assets, mutual funds, options, and futures. It is known for its strong customer service.


4. TurboTax


While there are many options for tax preparation, TurboTax stands out as the best. It truly stands out with an intuitive user interface, the availability of live experts, and many different options for your specific needs.


5. Mint


Mint is an excellent tool for helping you take your first steps to financial freedom. This app is loaded with features, including credit monitoring and analytics. It allows you to budget and seamlessly tracks your spending to improve your financial outcomes.


6. Ally


Ally is an online bank, but it truly stands out for its investing app. There is no minimum required deposit and most trades have zero commissions. Ally is a popular investing app for beginners and even provides users with an AI portfolio advisor for free.


7. Quicken

Quicken is for individuals what Quickbooks is for businesses. The popular software allows you to integrate your finances in one place. Easily manage bills, accounts, and spending. It will enable easy budget creation and can track investments as well, making it well-rounded.


8. Acorns


Acorns is one of the best savings apps to help you grow your worth. Acorns invest round-up from purchases in the stock market. Receive portfolios chosen by experts that shift as your account grows. Costs range from $1 to $5 monthly.


9. TD Ameritrade


If you're an experienced investor, TD Ameritrade is an app you'll love. This app offers a wide range of investment and account options and many tools that will help. It has a great user interface and plenty of educational resources.


10. Tiller


Tiller prides itself on creating your financial life in a simple spreadsheet that is automatically updated daily. This is an excellent tool for busy people looking for help taking steps to financial freedom. It is a quick and efficient way to manage your money with little work.



 
 
 

Comments


Copyright©2021.Saving Jar   |   All right reserved

Untitled design(9).png
Untitled design(10).png
Untitled design(12).png
Untitled design(11).png
bottom of page