Tools I Actually Use to Keep My Finances on Track
As a financial analyst and small business owner, I've tried a lot of tools. These are the ones that stuck — and the ones I recommend to my clients.
Rakuten — Get Paid to Spend What You're Already Spending
If you're not using Rakuten, you're leaving money on the table. I use it for everyday purchases and it quietly stacks cashback without changing how I shop. Takes about 5 minutes to set up. Sign up for Rakuten
If you're not using Rakuten, you're leaving money on the table. I use it for everyday purchases and it quietly stacks cashback without changing how I shop. Takes about 5 minutes to set up. Sign up for Rakuten
Relay — Business Banking That Actually Makes Sense
Relay is the business checking account I wish I'd found sooner. No hidden fees, easy to organize by category, and it plays nicely with accounting tools. Perfect if you're tired of your bank working against you. Open a Relay account
Relay is the business checking account I wish I'd found sooner. No hidden fees, easy to organize by category, and it plays nicely with accounting tools. Perfect if you're tired of your bank working against you. Open a Relay account
YNAB — Stop Wondering Where the Money Went
YNAB (You Need A Budget) changed how I think about money. It's not just tracking — it's intentional. If your business and personal finances feel chaotic, this is the reset you need. Try YNAB free
YNAB (You Need A Budget) changed how I think about money. It's not just tracking — it's intentional. If your business and personal finances feel chaotic, this is the reset you need. Try YNAB free
Undebt.it — A Free Plan to Become Debt-Free
If debt is hanging over your business or personal finances, Undebt.it gives you a clear, visual payoff plan. Free to use and genuinely one of the best tools out there for getting out from under it. Start your debt-free plan
If debt is hanging over your business or personal finances, Undebt.it gives you a clear, visual payoff plan. Free to use and genuinely one of the best tools out there for getting out from under it. Start your debt-free plan
Scribe — Document Your Processes Without the Headache
I use Scribe to automatically capture and document my own workflows. Instead of writing out step-by-step instructions manually, Scribe does it for you as you work. If you're a small business owner wearing too many hats, this is a time-saver worth trying. Try Scribe
I use Scribe to automatically capture and document my own workflows. Instead of writing out step-by-step instructions manually, Scribe does it for you as you work. If you're a small business owner wearing too many hats, this is a time-saver worth trying. Try Scribe
Heads up: Some of these are affiliate links, which means I may earn a small commission if you sign up — at no extra cost to you. I only recommend tools I believe in.