You can choose either Premium ($39.99/year), which provides full access to all CountAbout functions, including free, automatic downloading of all your financial transactions (banking, credit card, mortgage, etc.), or Basic ($9.99/year), which includes all of the above except automatic downloading from financial institutions. You can also analyze your future finances by setting your retirement withdrawal rate and calculate your passive income potential from the size of your assets. So, for example, if you are mostly invested in stocks, it will show the potential amount you have versus your expenses so you will know when you are financially independent. Short for Financial Independence and Early Retirement, FIRE tools help you track how close you are to retirement.ĬountAbout offers a FIRE widget that tracks your monthly expenses along with any potential passive income and plots them over time. CountAbout also supports downloading of investment balances, such as 401(k) balances, but doesn’t support investment transaction imports. CountAbout makes it easy to add, delete, rename or merge categories.ĬountAbout also offers information-rich graphics that provide a quick visual sense of whether your spending in specific categories is keeping pace with what you’ve budgeted.ĬountAbout supports the automatic downloading of transactions from thousands of financial institutions (Premium subscribers only). Or maybe you’re a horse rider, so you want an “equestrian” category. That’s because CountAbout reflects all of the transactions you’ve entered or downloaded - not just those that have cleared the bank.ĭon’t like CountAbout’s default spending categories? Maybe you don’t have a pet, so you don’t need a “pet grooming” category. Overall, CountAbout’s account registers provide an up-to-date picture of your financial status. Other useful CountAbout features include:ġ. Easy data imports from Quicken and MintĢ. Customizeable financial reports for your taxesģ. Download tens of thousands of transactions from thousands of banks and financial institutionsĤ. Customize income and spending categoriesĦ. Add images to transactions (like receipts)Ĩ. Check your finances while on the go with CountAbout's Android or iOS app It’s also the spot where you’ll add and categorize transactions (or flag them to deal with later).Įlsewhere on the site, you can create and edit budgets, run reports - such as to compare your spending against your budget - and manage recurring transactions, such as mortgage or rent payments. This is where you will set up your account. Logging into CountAbout takes you to the site’s main Transactions tab.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |