Financial Software

Mint vs. MvelopesI sit here wait­ing for clothes to fin­ish wash­ing and dry­ing so that I can get a cou­ple loads started before doz­ing off.

I'm a respon­si­ble adult like that. I was check­ing up on my accounts and all that and real­ized I don't really tell peo­ple what I do to keep an eye on my accounts. I mean, why would I? Nobody really cares and it's cer­tainly not a sub­ject that draws a lot of inter­est, it's not excit­ing; man­ag­ing your finances and the tools one uses to achieve that.

Well, for me, I've been using a cou­ple of online tools in a com­par­a­tive method. First off, I've been using Mint.com for a few years now. It's a great and secure way to keep track of your spend­ing. Not only that but it keeps track of your invest­ment accounts to… It's a lot like Quicken, in fact, but it's a lot bet­ter. Oh and it's FREE. Yep, free. How­ever, the thing that wor­ries me is that Mint was bought out by Intuit, the fine mak­ers of Quicken mid 2009. One never knows how these acqui­si­tions will pan out. Intuit says they'll keep Mint free and sep­a­rate from Quicken… That all remains to be seen. In the mean­time, though, I con­tinue to use it to track my expenses and invest­ment accounts.

Another ser­vice I use is one that I signed up for recently. It's called Mvelopes. Much like Mint, it's also an online ser­vice. It does every­thing that Mint does, but it's not free. Why use it then? Well, Mvelopes uses an anti­quated method of man­ag­ing and allo­cat­ing your money that really forces you to see HOW you spend your money and take con­trol of what you're spend­ing. It still takes dis­ci­pline, but I really like what Mvelopes does. They take an old school approach to man­ag­ing your finances. When I was younger, I knew peo­ple that would with­draw all of their cash and divvy it up for dif­fer­ent expected expenses. For instance, they would set aside 200 dol­lars for gro­ceries, 500 for rent/mortgage. Any­way, Mvelopes does the same thing. You take your cash and you allo­cate it to dif­fer­ent cat­e­gories or "envelopes." When your trans­ac­tions update you need to assign them to the appro­pri­ate enve­lope, which then decr­ments the funds in that enve­lope equal to what was spent.

Effec­tively, it's mak­ing you cre­ate a bud­get and how you use the pro­gram cen­ters around the money-in-an-envelope concept.

Mint is straight for­ward. It offers sup­port for check­ing, sav­ings, credit cards and invest­ment accounts. Aside from the free price tag, I appre­ci­ate how well Mint does at orga­niz­ing your finances. It has pow­er­ful tag­ging fea­tures that allow you to get in deep and really sep­a­rate your bills and trans­ac­tions. It also offers noti­fi­ca­tions so that you know when you have bills due, large trans­ac­tions and more. They sup­port them­selves through ads, of course. But you really don't see them, unless you go to the "ways to save' tab. Even then, you'll find some really great deals and rates on dif­fer­ent bank­ing prod­ucts. I'd rec­om­mend look­ing at the offers, actually.

Sure, why would any­one bother with either soft­ware solu­tion? I bother because it's a really strong visual and real life under­stand­ing of how I'm spend­ing my money. It's already impacted how I spend my money.

Finan­cial insti­tute sup­port for each prod­uct is pretty broad. Mvelopes sup­ports many more banks, though so keep that in mind. Some­times there's advan­tages to pay­ing for soft­ware, kids.

In all, I think both pro­grams kick a lot of ass. Mvelopes shines where it comes down to train­ing, sup­port and how it changes how one looks at their money. Mint's ser­vice is just awe­some right out of the box. For a free prod­uct it's pretty amaz­ing. It's report­ing, tag­ging and trend­ing fea­tures are all very robust and give you insight into how your money is being spent. It has com­mu­nity based sup­port, mean­ing you need to check into the forums and post to them if you're hav­ing an issue. The com­mu­nity is pretty active thoug, so get­ting sup­port isn't an issue.

In all, if you're still using your check­book reg­is­ter, doing it in your head or using Quicken, I'd highly rec­om­mend that you give either of these program's a try. I'm using both. Mint is free and Mvelopes has a 14 day free trial, you do have to pro­vide your credit card, though. Hon­estly, it's well worth it.


Update: I was con­tacted by @neobudget about their site and ser­vice. I checked out the site on their free trial offer, for seven days. It's an enve­lope bud­get ser­vice, in the same vein as Mvelopes. The site and set up is sim­ple and straight for­ward but lack­ing in the raw fea­ture set area. You can't feed tie in your accounts to Neo Bud­get, thus you're forced to man­u­ally enter trans­ac­tions or upload your trans­ac­tions from your bank… Not really what I'm look­ing for, as I pre­fer more automa­tion with my ser­vices. Still, for the priced $2.50 per month with the exist­ing fea­ture set it's per­fectly rea­son­able and makes for a great value for a good bud­get­ing ser­vice, if not great. Try Neo Bud­get.

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