The tool makes it easy to budget by category based on the money you actually have in the bank. YNAB's interface is similar to a spreadsheet. In my view, there is no better app when it comes to creating a budget. YNAB is ideal for those looking just for a budgeting tool. You Need a Budget (YNAB)– Best for Basic Budgeting
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Try Monarch Money for free for 7 days, then as little as $7.50 a month. This feature is particularly useful for couples that keep separate accounts, but want to understand their combined financial picture. They can view your data and connect their own accounts. Invite someone to your Monarch account with a separate login. Monarch is ideal for couples because of its collaboration features. The app enables you to see all your transactions in one place, set financial goals, and customize your financial dashboard. Once connected, Monarch syncs your accounts to generate your net worth. You can connect all your accounts, including investment and loan accounts. Monarch Money shares many of the features in the apps listed above. This is an ideal approach for those who don't want to keep their financial data in the cloud. With Tiller, you can also have your transactions downloaded to an Excel spreadsheet. Tiller does offer an auto-category tool that you can use to automatically categorize transactions based on the description. It forces them to look at each entry, understand how they spent money, and then properly categorize the expense. For others, they would prefer to categorize transactions themselves. They want the convenience of tools like Personal Capital that automate this process. One thing to keep in mind is that you must manually categorize each transaction. The good news is that they have videos to walk you through each step. I will caution you that setting up Tiller can be a bit daunting. Tiller is ideal for those who love working with spreadsheets. I've been using Tiller for about two years for both my personal budget and my small business budget. From there you can create budgets, categorize spending and generate reports. You link your bank accounts and credit cards to Tiller's Google Sheet tool, and it automatically downloads all of your transactions.
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I don't know how they do it, but Tiller Money has figured out how to turn a Google Sheet into a dynamic budgeting tool. Tiller Money– Best Spreadsheet Budget Tool I've written a detailed review and guide of Personal Capital that you can check out. It's the only option that in my opinion can handle every aspect of my finances, from budgeting to investing to retirement planning.
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Moneydance–Traditional Budgeting Software You Need a Budget (YNAB)–Best for Basic Budgeting Tiller Money–Best Spreadsheet Budget Tool Personal Capital (Empower)–Editor's Choice
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