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Finding The Right Money Management Tool

While looking for the right money management tool to manage your finances, we recommend that you look for tools that do the following:

  • Download your transactions from your bank into the tool

  • Allow you to add and delete categories 

  • Let you set a budget 

  • Compare spending against budget

  • Track your assets and liabilties 

  • Create reports 

Here Are A Few Money Management Tools That Are Our Team's Favorites:  


Still Haven't Found The Right Money Management Tool?   

Finding the right money management tool is not always an easy thing to do. We have found this great site created by that compares the different financial tools. 


This is one of Connect's favorite sites:



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