Last week I had the great fortune to meet with an excellent financial adviser. As we were discussing our financial goals one of the things that came up was the need to have a better understanding of our personal budget and expenditures. He suggested that we check out http://www.mint.com -- it's what he and his family use.
We're just getting started but it seems like a great tool. Easy to set up, easy to use, secure and FREE! Once you sign up, you connect your bank accounts and credit accounts. Mint.com pulls in your transactions and categorizes them. It's secure because you cannot conduct any transactions from the site. You can add cash transactions in manually or recategorized transactions if necessary. It creates cool charts and lets you see where your money is going with very little effort on your part.
I'll keep you posted on what we learn.
Happy Budgeting!
Carol
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