Comments on: Personal Financial Management Options http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/ Thu, 02 Feb 2012 06:47:37 +0000 hourly 1 http://wordpress.org/?v=3.0 By: AGS http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-319 AGS Mon, 16 Jan 2012 23:18:21 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-319 GREAT POST -- I was searching around for a summary of management tools.  This is about the best I've found. GREAT POST — I was searching around for a summary of management tools.  This is about the best I've found.

]]> By: Rachel Strate http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-291 Rachel Strate Sun, 05 Apr 2009 03:37:49 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-291 Scott,<br>Thanks for the comment.<br><br>I have yet to try Yodlee, but have used Mint in the past. I had the exact same experience with their "smart leadgen". They seemed to not really know what type of card I was using, offering me a worse offer.<br><br>My favorite so far was mVelopes, but their server problems during the summer resulted in my canceling my subscription.<br>Thanks for the feedback.<br>Rachel Scott,
Thanks for the comment.

I have yet to try Yodlee, but have used Mint in the past. I had the exact same experience with their “smart leadgen”. They seemed to not really know what type of card I was using, offering me a worse offer.

My favorite so far was mVelopes, but their server problems during the summer resulted in my canceling my subscription.
Thanks for the feedback.
Rachel

]]> By: Rachel Strate http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-214 Rachel Strate Sat, 04 Apr 2009 21:37:49 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-214 Scott,<br>Thanks for the comment.<br><br>I have yet to try Yodlee, but have used Mint in the past. I had the exact same experience with their "smart leadgen". They seemed to not really know what type of card I was using, offering me a worse offer.<br><br>My favorite so far was mVelopes, but their server problems during the summer resulted in my canceling my subscription.<br>Thanks for the feedback.<br>Rachel Scott,
Thanks for the comment.

I have yet to try Yodlee, but have used Mint in the past. I had the exact same experience with their “smart leadgen”. They seemed to not really know what type of card I was using, offering me a worse offer.

My favorite so far was mVelopes, but their server problems during the summer resulted in my canceling my subscription.
Thanks for the feedback.
Rachel

]]> By: scottshapiro http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-211 scottshapiro Sun, 22 Mar 2009 15:42:18 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-211 Great post!<br><br>I actually find Yodlee has the best connectivity. They're the ones that power the backend for Mint, etc. I think I've been using it since 2004 consistently. They're analytics have improved but are not perfect.<br><br>Mint thinks that have "smart leadgen" but in fact there are so many details associated with credit card offers that they never get it right. For example, they think you have a no-rewards card (when you actually get cash-back, etc.) and they offer you a cash-back card that has less attractive terms than the one you already have.<br><br>However, Mint's transaction categorization is very helpful. Great post!

I actually find Yodlee has the best connectivity. They're the ones that power the backend for Mint, etc. I think I've been using it since 2004 consistently. They're analytics have improved but are not perfect.

Mint thinks that have “smart leadgen” but in fact there are so many details associated with credit card offers that they never get it right. For example, they think you have a no-rewards card (when you actually get cash-back, etc.) and they offer you a cash-back card that has less attractive terms than the one you already have.

However, Mint's transaction categorization is very helpful.

]]> By: Christopher http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-157 Christopher Sun, 13 Jul 2008 21:09:55 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-157 Hey Rachel, I'm glad to know you're alive and blogging. In terms of personal financial management on a Mac, the one I use is iBank from IGG Software. It's very visual and I like that. It includes as-you-type search capabilities across all my transactions, which I love. And the budget monitor is useful, if not perfect. Check it out here: http://www.iggsoftware.com/ibank/ Hey Rachel,

I’m glad to know you’re alive and blogging. In terms of personal financial management on a Mac, the one I use is iBank from IGG Software. It’s very visual and I like that. It includes as-you-type search capabilities across all my transactions, which I love. And the budget monitor is useful, if not perfect. Check it out here: http://www.iggsoftware.com/ibank/

]]> By: WasatchGirl http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-156 WasatchGirl Wed, 09 Jul 2008 04:39:02 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-156 Erica, I am real glad this post could be of use. Yeah, I have the love-hate relationship going with mVelopes, but I truly am hoping they work through their kinks. Interesting to know that you aren't completely happy with Mint as I have many times considered switching to their offering. Thank you for your comment and good luck in the hunt for a financial management solution. Best. Rachel Erica,
I am real glad this post could be of use. Yeah, I have the love-hate relationship going with mVelopes, but I truly am hoping they work through their kinks. Interesting to know that you aren’t completely happy with Mint as I have many times considered switching to their offering. Thank you for your comment and good luck in the hunt for a financial management solution.
Best.
Rachel

]]> By: WasatchGirl http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-155 WasatchGirl Wed, 09 Jul 2008 04:36:47 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-155 Don, Thanks for the comment. The car is back and running like a gem. The Squamish trip was superb with pictures recently posted on The CragBaby (www.cragbaby.com). Thanks for asking. =) Rachel Don,
Thanks for the comment. The car is back and running like a gem. The Squamish trip was superb with pictures recently posted on The CragBaby (www.cragbaby.com). Thanks for asking. =)
Rachel

]]> By: Erica http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-154 Erica Wed, 09 Jul 2008 04:22:40 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-154 Oh, this is GREAT. I just wrote a post on my blog about Mint and my love-hate relationship with it. I'm interested in other products and your review of alternatives is super helpful. Thanks! Oh, this is GREAT. I just wrote a post on my blog about Mint and my love-hate relationship with it. I’m interested in other products and your review of alternatives is super helpful. Thanks!

]]> By: Don http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/comment-page-1/#comment-151 Don Tue, 08 Jul 2008 01:00:18 +0000 http://www.wasatchgirl.com/2008/07/06/personal-financial-management-options/#comment-151 Rachel, Off topic but I'm glad to see you made it back. When do we get to see pictures and hear all the details? How's the car? Rachel,

Off topic but I’m glad to see you made it back. When do we get to see pictures and hear all the details? How’s the car?

]]>