My Money Management Tools

Moneydance – inexpensive, full-featured software for Windows, OSX, and Linux.

Personal Capital – website and app to keep track of money, including investments.  Includes great asset allocation information, and the website has THE BEST retirement planning tool I’ve ever seen.


SmartyPig – an online bank and app that lets you set up savings goals, with automatic deposits, goals, and one of the highest interest rates you can get in a savings account.  It used to be 1%, but it has recently dropped to .75%.   This is good for saving up for a vacation, new car, property taxes, Christmas, etc.  The beauty of it for me, is that I can keep track of separate pools of money in one savings account.