Web 2.0 Financial Management Sites

by Justin on February 13, 2008

Just a couple of reviews of sites I checked out this weekend:

Financial:
I checked out Mint.com. Really nice site design and some nice features to present you with a financial dashboard. I’m going to stick with Yodlee though. Mint doesn’t seem to be able to pull information in from accounts other than your bank or credit card, these are two of the easiest things to check. With Yodlee, I know I can trust the security (They’ve been extensively audited by the banks and organizations they support), and they have the ability to give you a dashboard on everything. In Yodlee I have my mortgage, credit card, bank accounts (even the numbered ones.. just kidding), Vanguard mutual funds, 401k, I even have my Southwest and AA frequent flier miles. I have the ability to categorize purchases, see trending, and graphs for where my money is going, they are also adding features (just added a Zillow integration to attempt to track the market value of your home). I’ve been using Yodlee for over a year now and am very happy with it, just their site design is circa 1999.

While Yodlee’s site design doesn’t come close to that of Mint.com, I really like the increased feature set I get with Yodlee. If you don’t have an account on Yodlee I would really suggest it. You can get a completely free account here:

http://corporate.yodlee.com/
You will want to select “Register for an Account” in the Yodlee Moneycenter area on the bottom right.

It looks like I’m not the only one to feel the same way:
http://comments.deasil.com/2007/10/01/online-finance-review-mint-yodlee-wesabe/

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