![]() Other powerful additions for 2021 include subscription monitoring, which helps you keep track of the subscriptions that seem to proliferate with every free trial. New in 2021, you can bulk-edit to make category adjustments. Mint makes setting up a budget a simple and straightforward process: Once you’ve set up your accounts, Mint takes a crack at categorizing your expenses for you. Life is complicated enough already, and you can start your new era of fiscal responsibility right now by saving yourself the $42 annual price tag for Quicken Deluxe. While Mint and Quicken have long been the top contenders for full-featured financial management for everyday finances, Mint wins as the best personal finance software by being both free and slightly simpler than Quicken. ![]() Many users love its simple, clean UI - the 2021 design refresh is getting raves - and at-a-glance financial dashboard, with net worth right there at the top. Mint is a web-based tool (with mobile apps, of course) that will help you track spending, design a budget, manage debt, set goals and combine all your accounts (including the weird ones like balloon mortgages) in a single place. The CloudBudget team was great to work with and they were tireless in their efforts to customize and deploy the system.If you’re looking for a one-stop shop in your personal finance software and want a full-featured tool that still keeps things simple, Mint is the choice for you. Our staff’s response has been positive and enthusiastic across the board. This tool has allowed us to move away from an Excel and Shared File folder driven process for budgeting and tracking expenditures which has saved us an enormous amount of time and improved the accuracy of our data immensely. It has become the primary input of data to our accounting team for the maintenance of our financial statements and gives our program managers the detailed view of expenditures they need to manage their programs. We are even running our invoice, timecard and expense report approval process through CloudBudget. From invoices to company credit cards, timecards, and revenue we now input and track all of it in CloudBudget. The CloudBudget team did a fantastic job customizing the tool for our needs and we now employ it for all our budgeting activities but also all of our expense reporting and tracking. ![]() We recently deployed CloudBudget as our budget forecasting and expense reporting tool at the Bill of Rights Institute. Landon JenkinsĬloudBudget is a fantastic tool for creating and managing budgets and expenditures CB 2.0 has been a great tool for our company and would recommend to just about anybody. Typical response times from our support contact is within 10 to 20 minutes and resolution of changes we have requested is typically only a day or two. Our support team has always been willing to help us make the necessary changes we request from them. Our company and executive management have continued to make many changes, one of which is how we are using CB 2.0. With CB 2.0, we have now cut down our budgeting time by months and are now able to compare actuals versus budgets within CB 2.0. A normal budget process for us a couple of years ago use to take 3 to 6 months due to manual budgets and no comparison of actual versus budget. The customer support team has made the transition seamless, and we have thoroughly enjoyed using CB 2.0. We recently made the transition from CB 1.0 to CB 2.0. We have been using CloudBudget for a couple of years now. CloudBudget 2.0 Lighting – Seamless transition
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