Dashboard Forums High End Client Program General and Technical Support Questions Open Question – seeking advice from the group

3 replies, 2 voices Last updated by Halle Eavelyn 6 years, 3 months ago
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    • #13550

      Laura Barker
      Participant
        @laura@premiersolutionsintl.com

        Hello HECP folks! I would like to know what banking/money software you prefer and why.  I need to implement something better than what my bank offers.  Thanks in advance for your help!

        And, @halle-eavelyn, any tips from you and/or team are much appreciated!

      • #13572

        Halle Eavelyn
        Moderator
          @halle@coredm.com

          Mint.com

          hands down – it’s fabulous, flexible and totally detailed!

        • #13589

          Laura Barker
          Participant
            @laura@premiersolutionsintl.com

            @halle-eavelyn Thanks! I really appreciate your input! I have been trying to determine the best fit for me between mint.com and quicken.  I was leaning toward mint but was concerned about not being able to manually enter an expense.   I’ve decided not to worry about that small detail and take action!

          • #13598

            Halle Eavelyn
            Moderator
              @halle@coredm.com

              As far as I know, you can manually enter one. Do a Google search for that separately, @laura-barker –  because I know you can manually enter cash expenses

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