Managing Your Financial Life Online
April 23, 2009 by Miranda Marquit
Filed under Finance
If you are looking to manage your financial life online, there are 5 Web sites that can help you do just that. Credit Karma’s Ken Lin recommends these 5 financial Web sites that can help you keep track of what’s important to your finances — no matter where you are:
Manage your money at mint.com – After just a few minutes of set-up, you can access all of your accounts in one place through a single sign-on, track expenses and project your budgeting needs out into the future. Another good option is wasabi.com.- Manage your credit score at creditkarma.com – Credit Karma offers free, unlimited access to your credit score, and useful tools to manage it. Credit is a hugely important component in our lives, whether you’re a student or a homebuyer, your current credit can have effects for 2-7 years into the future. For a full, free credit report, visit annualcreditreport.com.
- Manage your investments at finance.yahoo.com – Yahoo! Finance offers a free resource for managing all of your investments in a single place online. There are other brokerage-specific Websites where you can manage a portfolio of investments, such as fidelity.com.
- Manage your taxes at turbotax.com– TurboTax allows users to manage their taxes year-round. It’s amazing what a benefit it can be to have a single place to capture and manage tax information, such as business expenses, IRA contributions and charitable donations, among many other events. Another good option is hrblock.com.
- Manage your insurance at insurance.com – Car, health, home, and life insurance options can be vast and complex, so it’s one of the things that many of us put on the backburner. But we shouldn’t, as it’s one of the simplest things we as consumers can do to ensure our financial futures. An insurance company that will actually offer better quotes from its competitors: progressive.com.
I’m not a huge fan on online money management. I’m just too old school about the whole online privacy thing. I like to use Quicken for my personal finance needs, and I like Vanguard for my index funds. I have an account at an online broker for my other investments. And my accountant manages my taxes. But I can definitely see how these resources would work for a number of people.
What Web site or programs do you use to manage your money?
image source: Wikipedia















I use GNUCash because I don’t want to put my personal information online and I’m too much of a tightwad to by MS Money or another piece of software. It doesn’t have the prettiest interface, but it gets the job done. Some folks might find it to be over-engineered and overkill for what they want to do.
Looks impressive but really don’t know much about it as I use manageME7 for managing my finances. It’s so convenient to use that I never find any reason to change to another money management tool
Thanks for sharing, both of you! I think it’s all about what works well for you, and what you are comfortable with.