July 1, 2015 5:48 pm
Overwhelmed by the abundance of information on which personal finance tools you should be using? Look no further than this post.
To cut through the clutter and ease the decision-making process, we asked 30 personal finance experts to reveal the tools they can’t live without by asking them one simple question:
“If you could only use three personal finance tools for the rest of your life, which three would you choose?”
The results listed below contain a mix of modern and traditional personal finance tools, as well as a variety of tool types (websites, apps, programs, etc.). Our goal with this roundup is to present you with insight into the experts’ favorite tools and to inspire you to explore the right types for your particular financial situation – finding the perfect tools is important, but ultimately, understanding how the tools are used is what really matters.
Favorite Personal Finance Tools (as voted by 30 experts)
1. Mint – 11 votes
2. Spreadsheet program (Excel, Google Sheets, etc.) – 6 votes
3. Yahoo Finance, Chase, Fidelity, and Morningstar – tied with 2 votes each
Read on to discover each expert’s three preferred personal finance tools and their helpful tips on how to use them. You may skip to your favorite expert by using these quick links:
Alexis Neely, Andrew Fiebert, Andrew Schrage, Ashley Feinstein, Barbara Friedberg, Brittney Castro, Casey Bond, Chris Hogan, Deacon Hayes, Hilary Hendershott, J. Money, Jeanette Pavini, Jesse Mecham, Joe Saul-Sehy, Julie Rains, Kimberly Palmer, Linda P. Jones, Mandi Woodruff, Melissa Tosetti, Millennial Money Man, Mindy Crary, Miranda Marquit, Nicole Lapin, Philip Taylor, Robert Farrington, Robert Pagliarini, Shannon Ryan, Sophia Bera, Tiff The Budgetnista, Victor Ricciardi