SmartDollar Reviews & Product Details

SmartDollar is easy to use and has very helpful and motivating videos to keep me engaged. The product was easier to roll-out than anything I've ever rolled out (and I used to be a manager for software implementation). The customer service is incredible. And even more importantly, our people have had over a $5 million turnaround! I like it because it works! Review collected by and hosted on G2.com.

I wish I could reset some of the debt and savings tools. I've used my account so many times for demonstration purposes that I no longer how much I've personally paid off and saved. Review collected by and hosted on G2.com.

Caleb is a great asset to help me keep my employees engaged. His customer support is fabulous. I love that Caleb cares about me and our business. The employer dashboard is easy to use and our employees enjoy the product/the change it is making in their lives. It was easy to implement into the office and tracking employee usage is easy (you do not see their "data", you only see where employees are active in Smart Dollar). We love to see our employees are frequently using the program. The marketing materials provided by Smart Dollar are easy to integrate into communications. Review collected by and hosted on G2.com.

We love Smart Dollar! We have nothing that we do not like. We love all the "added value items, like Momma Bear legal. Great for our young new hires. Review collected by and hosted on G2.com.

Being able to link our bank account to the budgeting app, with drag-and-drop functionality, makes everything so much easier. Our account manager and the support team are top-notch as well. We love Gus - he’s incredibly helpful and always able to answer any questions we have. Review collected by and hosted on G2.com.

It would be helpful to have a few different examples of budgeting labels or columns for irregular expenses (for example, miscellaneous charges, emergency doctor visits, and similar one-off costs). Review collected by and hosted on G2.com.

By our company providing Smart Dollar to our employees, it has enabled them to make the most of their paychecks by putting the information to use and being informed on how the purchases they make affect their goals in the present and future.

The most helpful part is the ability to have your paycheck information added each payroll and all the videos that are available to use.

We have a very nice relationship with Blake who is not only charming, but you can tell his heart is in the job he does. Review collected by and hosted on G2.com.

How can you dislike anything with this well thought out and functional system?

They continue to make enhancements to make the system so user-friendly. The majority of our employees use Smart Dollar, and this is our 3rd year renewing with them.

I highly recommend Smart Dollar to companies.. If you offer it as a benefit to their team, it will change the way they spend and save; ultimately improving their lives. What a great gift you would be giving them! Review collected by and hosted on G2.com.

What I love most and has helped my family are the Baby Steps and Money Tools. The Baby Steps and the Debt Snowball Tool have been essential in getting us out of debt when we find ourselves there. The Money Tools section is where it's at! EveryDollar is life changing! How did we manage our money before this? I have not been in an uncomfortable money situation since using EveryDollar because we are planning for everything. And, because we have an emergency fund, we can afford those emergencies that come up-and take care of it with cash and NOT debt!

We've been filing our taxes through SmartTax for the past 3 years now, for FREE, and they make it easy. When I had to ask a question, I got a quick and in-depth response from the experts.

By watching videos and reading articles through the Learning tool, we've got our insurance in order, including life insurance, and are saving more than we ever thought we would in our retirement accounts.

Money problems don't usually have a quick fix-it's a long marathon you can't quit. SmartDollar keeps us on our marathon path.

SmartDollar has easy steps to get your going down the right path without being too overwhelming. I find I only need to log in and use it 2-3 times per month to keep my budget and goals on track. Plus, the EveryDollar app is available on my phone if I want to manage my transactions and budget anytime. Review collected by and hosted on G2.com.

When tracking transactions with the budgeting app, I can get tripped up with payments towards credit/debt because it will show the transaction removing money from my account-payment towards my debt. But then it also shows a positive payment towards my debt-which shows my debt decreasing-however, I don't think I'm supposed to track both because they cancel each other out? EveryDollar doesn't sync two accounts for debt where I can track the money being paid from my checking account and then money being paid towards my debt. Review collected by and hosted on G2.com.

SmartDollar really helps you see exactly where you are spending your money and lets you know if it is excessive or on target for your financial goals. Review collected by and hosted on G2.com.

The only downside I have found so far is that smaller banks, local banks, cannot sync expenses to the SmartDollar account. In my area, almost everyone uses a local bank because there are no larger institutions near us. I have online access to my local bank, but I cannot sync my transactions to SmartDollar. That would be so much helpful if I could do that, but I understand that there are limits to the access that can happen. Review collected by and hosted on G2.com.

It’s a resource I can put in the hands of my employees to support their financial well-being. We have employees with a wide range of financial literacy and responsibility, so it’s common for them to come to me, as the owner, with financial questions or even requests for assistance. Smart Dollar gives me a way to offload most of those questions to a trusted resource that fits with our company philosophy. Review collected by and hosted on G2.com.

Honestly, I don’t have any significant complaints. If I had to point to something, the “add new employee” functionality feels a bit clunky—I have to periodically upload a new CSV with my updated employee roster—but it’s really not a big deal.

One improvement I’d suggest is that if someone registers for SmartDollar using an email address from my company domain, SmartDollar would automatically associate them with my organization, rather than needing to be added to my org first. Review collected by and hosted on G2.com.

I use the EveryDollar app every week. Once a year, I use the included tax software to file my own taxes, and I’ve also used the free will creator to make a will for myself and my wife. Review collected by and hosted on G2.com.

For the EveryDollar app, there were 2 months where the bank account link said it was connected to my bank, but no transactions were being brought into the EveryDollar app. That month was a disaster trying to input all my income and expenses.

A month after that, the same thing happened to a credit card account. After that 2 instances back-to-back, I have to double-check with my account (which is not the best way to spend my time). Review collected by and hosted on G2.com.

It helps me identify my spending. I have learned quite a bit and used the data to control my spending. I learned that I have/had subscriptions that I didn't realize. It has also showed me how even the small expense add up to become a large line item. Example: restaurants and gas station purchases. Review collected by and hosted on G2.com.

It took a long time to setup. However, there's really nothing that can be done about that. That being said, anything that requires effort usually pays off. EveryDollar has paid off. Now everything auto updates from my accounts. All I have to do is select the category. EveryDollar tries to remember some purchases, but it still need fine tuning. However, it sometimes will categorize correctly. Review collected by and hosted on G2.com.

SmartDollar has an simple and intuitive dashboard that makes it easy for our employees to manage their finances. The tools are a complete package of financial benefits to help them manage all aspects and improve financially. If we ever have a question or issue, we can quickly get help from our representative or the support team. They answer questions or concerns immediately. Review collected by and hosted on G2.com.

None. We haven't found one yet. SmartDollar is a great product. Review collected by and hosted on G2.com.