Personal finance apps/websites we Love!

Personal finance apps/websites we Love!

mint.com

Who likes to spend numerous hours every months collecting receipts, adding them up and then categorizing??? Then to come up with the total spending picture for that month?! We don’t, and We are financial planners! Allow someone else to do it for you. www.Mint.com is the place to go to. Passively organize and track your spending, keep a budget rolling and stay on the top of your bills.

 

unroll.me

Jim and I receive on average 3,000 to 4,500 e-mails per month each. There is no easy way to keep track, especially when it comes to going through emails we didn’t sign up for. www.unroll.me is an e-mail management system, which allows a hassle free way to organize & eliminate subscription emails you don’t want. It’s totally free to use. You have to allow it to scan your inbox. It will aggregate all your subscription e-mails into ONE e-mail per day. You can choose when to receive it, in the morning or evening. Then you can read the newsletters you like and unsubscribe from the ones you don’t like any more. Nice and easy way to de-clutter your inbox.

 

evernote

Is a free application that allows you to take notes, organize and capture everything: from, receipts, web clippings, pictures, mp3 files, meeting notes, shopping lists, voice recordings, you name it. If you are driving and have a thought you don’t want to lose, you can use the voice-to-text feature to speak your idea out loud and save it within the app. Everything you store in Evernote can be shared with anyone. Best of all, it syncs to all of our devices so your notes are available from anywhere at any time!

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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