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Budgeting Resources


Our Preferred Budgeting Tools and Apps

 

 
 
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Check out our Quick Start Guide to Your Financial Success: Budgeting

  • This is a great place to get started

  • Our Quick Start Guide explains some of the basics of budgeting. 

  • If you have any budgeting questions, feel free to contact us here at the Center for Financial Success!

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YNAB: http://www.youneedabudget.com/

  • This is the app that our staff uses personally to budget and is what we prefer to use with clients.

  • This app is browser based and downloadable for mobile devices.

  • YNAB offers great resources and blogs on budgeting and how to use their application

  • YNAB offers a 34 free day trial, plus a year free for students. We like to say it will save you so much money it is worth the small annual fee. 

 

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MINT:  https://www.mint.com/

  • While we do not promote Mint as near as much as we do YNAB, we still think it is a super tool and in some cases works better for certain clients. 

  • Mint does an excellent job of helping you keep track of when bills are due and what the balances are on any lines of credit that you may have. 

  • Mint is free.

 

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 Last Modified 9/11/23