Tech Tools for Smart Money Management

On this month’s digital episode, Pete and Nikki walk through some of the tools and processes that help to simplify and streamline personal money management. We’ll dig into tools around managing and scanning paper for systems that enable immediate and frictionless action. We’ll talk about transaction micromanagement, and the perils it brings, along with tools that allow for automatic reporting where it counts. And we’ll talk about the importance of a spending diary, if you’re having trouble with focus, and give you some ideas for tools that can help you build up your awareness for your own behavior around money!

Links & Notes

• Scanbot (iOS)
• CamScanner (iOS/Android/Windows Phone)
• Google Drive (Android)
• Scannable (iOS/Evernote)
• FileThis
• Mint
• Personal Capital
• Dave Ramsay’s Envelope Method Explained
• DayOne (iOS)
• DayJournal (Android)