Our Favorite Money Tools: Personal & Professional

 

When it comes to money, it's all about tracking and planning—and then making as much of it as possible— of course. But the tracking and planning can be exhausting, and complicated if you're not naturally money minded. We've curated a shortlist of a few of our favorites tools and resources here for both personal and professional money management! Check it out and if you have others you can't live without, send them our way! We'd love to hear from you info@fwdcollective.io

 
 

Mint.com

  • Personal/Prof? Personal

  • What: Mint is a free, safe, and simple personal financial management & budget tool. Track spending, investments, credit score and more. Learn more about the features Mint has to offer.

  • Website: www.mint.com

  • Why we love it: Transparent look into your finances & spending, can pull "ALL Transactions" helpful for Taxes & general budgeting

  • Cost: FREE (makes money off partner offers)


Wave Apps

  • Personal/Prof? Prof

  • What: Wave Apps is an online accounting platform designed for small biz owners, freelancers, & consultants. Features include accounting, invoicing, billing, payment tracking, payroll management, finance management, credit card processing, & receipt scanning., think Quickbooks, but FREE!

  • Website: www.waveapps.com

  • Why we love it:

  • Cost: FREE, with charges exclusively applied to payroll or customer payment services


HerFirst100k

  • Personal/Prof? Personal

  • What: Podcast & Community, Money Education. Founded by Tori Dunlap aka the Financial Feminist, "It is my mission to fight the patriarchy through financial education.

  • Website: www.herfirst100k.com

  • Why we love it: Straight forward, stocked with IMPORTANT information & resources, & Tori's fun!

  • Cost: Ranging from FREE - $100 for curated course content and workshops


Profit First

  • Personal/Prof? Prof

  • What: Book

  • Website: www.profitfirstbook.com

  • About: Playbook for simplified business accounting methods that make it easier to manage a profitable business.

  • Why we love it: Easy read, personable, breaks down complex accounting logic to a level that "average" humans can understand and apply.

  • Cost: Book $14.29, + tons of free


Online Banking

  • Personal/Prof? We've included our fav's for both!

  • Personal Options:

    • Ally.com

    • Chime (referral link)

    • Why we love them: Both have high-yield savings accounts specifically designed to allow your money to make money honey! + zero fees

  • Business:

    • Mercury.com

    • Mercury makes bank accounts that help tech companies scale.

  • Why we love it: FDIC-insured, zero fees

 
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