---
title: SmartDollar Reviews
meta_title: 'SmartDollar Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 599 reviews by the users' company size, role or industry
  to find out how SmartDollar works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 599
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: HR
  url: https://www.g2.com/categories/hr
---


# SmartDollar Reviews
**Vendor:** Ramsey Solutions  
**Category:** [Financial Wellness Software](https://www.g2.com/categories/financial-wellness)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 599
## About SmartDollar
SmartDollar is a financial wellness program designed to help employees take control of their money, reduce financial stress, and achieve lasting financial success. Trusted by thousands of benefits teams and HR leaders across industries, SmartDollar empowers workforces to improve financial behaviors while increasing the utilization of other benefits like 401(k) plans. SmartDollar equips employees with a structured, step-by-step plan to reach essential financial milestones—budgeting, paying off debt, saving for emergencies, and building wealth. Through an engaging digital platform, employees access interactive lessons, personalized tools like EveryDollar (a top-rated budgeting app), Ramsey SmartTax, and one-on-one financial coaching. Progress tracking and actionable resources make financial education approachable lead to lasting behavior change. Employers also gain access to anonymized engagement data to measure program impact and employee outcomes. Founded by financial expert Dave Ramsey, SmartDollar serves organizations of all sizes—from large enterprises to fast-growing companies—spanning healthcare, manufacturing, retail, construction, and beyond. By addressing one of the leading causes of employee stress, SmartDollar helps organizations invest in their people, reduce financial stress, and drive meaningful outcomes for businesses and employees alike.



## SmartDollar Pros & Cons
**What users like:**

- Users find SmartDollar to be incredibly **easy to use** , enhancing organization and accessibility of financial resources. (206 reviews)
- Users value the **extensive resources** offered by SmartDollar, enhancing their financial success with educational tools and support. (182 reviews)
- Users love the **abundant educational resources** of SmartDollar, making it easy to improve financial habits and support employees. (128 reviews)
- Users commend the **amazing customer support** of SmartDollar, highlighting helpfulness and responsiveness from the team. (93 reviews)
- Users value the **employee benefits** of SmartDollar, highlighting its positive impact on financial wellness and team success. (84 reviews)
- Financial Management (81 reviews)
- Simple (63 reviews)
- User Interface (63 reviews)
- Benefits (59 reviews)
- Implementation Ease (46 reviews)

**What users dislike:**

- Users find the **limited customization** of SmartDollar makes it challenging to tailor the app to their personal financial needs. (27 reviews)
- Users find the **high fees** of SmartDollar concerning, affecting its accessibility and overall value for employees. (16 reviews)
- Users find the **manual processes** time-consuming and overwhelming, especially when balancing busy schedules. (12 reviews)
- Users find **accountability and pricing issues** with SmartDollar, impacting their overall experience and effectiveness. (11 reviews)
- Users experience **technical problems** with SmartDollar, including duplicated transactions and difficulties in budgeting functionality. (11 reviews)
- Account Setup (9 reviews)
- Users report **poor customer support** , making it difficult to effectively engage with the SmartDollar program. (8 reviews)
- Integration Issues (6 reviews)
- Slow Performance (6 reviews)
- Delayed Services (5 reviews)

## SmartDollar Reviews
  ### 1. Practical, Personalized Financial Education at Your Fingertips

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nichole  M. | General Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2026

**What do you like best about SmartDollar?**

I loved that it is education at your fingertips. It is providing practical and insightful information to our employees and I do not have to meet with them one on one. They can tailor it to focus on their personalized needs whether that is savings, taxes, or budgeting.

**What do you dislike about SmartDollar?**

The platform is a bit difficult to navigate and isn't super mobile friendly. I have had to "hand hold" some employees to help them learn how to navigate it themselves rather than just logging in and it being simplistic and easy.

**What problems is SmartDollar solving and how is that benefiting you?**

Since offering SmartDollar to our employees, it has drastically reduced the number of "Pay day loan" requests from our employees. Our managers have been asked alot less if they can loan out $20 to get them by until pay day because our employees are learning budgeting and financial management.

**Official Response from Paula:**

> Hi Nichole, thank you for the honest feedback! You’re not alone here. We do hear from time to time that some employees need more of a guided introduction to the platform, and we’re always looking to improve the ease of which folks of all tech skill levels can navigate SmartDollar. For a right-now solution, SmartDollar offers a quick-start guide and onboarding resources specifically made for employees that can make that first login much smoother. Ask your relationship manager to share the employee launch toolkit. We’ve seen it reduce the handholding significantly.

  ### 2. Robust Employee Benefits: Coaching, Video Resources, Smart Tax, and Will Preparation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie S. | District Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2026

**What do you like best about SmartDollar?**

I’ve really appreciated the benefits offered to our employees. They include 1:1 coaching, video resources, Smart Tax, and will preparation.

**What do you dislike about SmartDollar?**

There isn’t really anything I dislike, but the website can feel overwhelming. At times, there isn’t a clear “start here” path with step-by-step guidance. I honestly think it would be beneficial to have a more directed flow, like “take this step,” earn points, and use that to help guide what to do next. When there are too many choices, people often don’t choose at all, and that hesitation is something I hear from employees.

**What problems is SmartDollar solving and how is that benefiting you?**

We want to offer our employees real-life solutions to help them get out of debt and build wealth. Learning how much financial support can impact an employee’s work experience was huge for us.

  ### 3. Points System Makes Team Adoption Easy to Track

**Rating:** 5.0/5.0 stars

**Reviewed by:** Josiah G. | Irrigation Department Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about SmartDollar?**

The ability to use the points system to confirm that our team is using it

**What do you dislike about SmartDollar?**

For the every dollar app. there have been times where my wife and I thought it would be easier to Zero out everything and start fresh. Particularly when we have been bad at staying on top of it. This is not an easy thing to do

**What problems is SmartDollar solving and how is that benefiting you?**

Our team's stress levels

  ### 4. The benefits of SmartDollar for our office

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Government Administration | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2026

**What do you like best about SmartDollar?**

It provides a ton of value for an employee.  Ways to get out of debt, save, invest, and has other great tools available.  Very motivational, great interface, and helpful content.

**What do you dislike about SmartDollar?**

From the backend SmartCenter management side, maybe would be nice to have a better way to push out customized announcements or product highlights directly from the interface, rather than having to download materials and send separately.

**What problems is SmartDollar solving and how is that benefiting you?**

It's providing an actually useful benefit to our employees, to help make their lives better by improving their financial knowledge and giving them a structured program to achieve their financial goals.

  ### 5. Great motivator, needs improved user-friendly features

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about SmartDollar?**

The daily videos and tips are genuinely helpful, and they do a great job of keeping me engaged with the program.

**What do you dislike about SmartDollar?**

Overall, the program is great, but I do wish the EveryDollar app were easier to navigate and keep up with. I like being able to track my spending against my budget; it just doesn’t feel very user-friendly, and that has discouraged me from using it as much.

**What problems is SmartDollar solving and how is that benefiting you?**

Previously, my family was so underwater with debt, and no matter what we did, we could never gain any progress. With SmartDollar, we’ve been able to effectively snowball our debt, and we now have a clear plan in place to keep that progress going. At the same time, we’re applying the techniques we’ve learned to help us work toward buying our first home debt-free.

  ### 6. Well-Rounded Platform with Access to Multiple Products

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brian W. | Engineering Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about SmartDollar?**

The access to multiple products makes it well rounded

**What do you dislike about SmartDollar?**

not having access via a mobile app to tools other than EveryDollar

**What problems is SmartDollar solving and how is that benefiting you?**

helping employees manage and be more actively engaged in improving their personal finances.  Gives us a tool to point employees to prior to direct financial assistance requests.

  ### 7. Fantastic Team Support Made Our Smart Dollar Integration Smooth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Noah  Z. | Executive Admin, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 16, 2026

**What do you like best about SmartDollar?**

The assistance from the team as we integrated the software into our staff.

**What do you dislike about SmartDollar?**

Everydollar isn't the most user-friendly for certain common financial practices.

**What problems is SmartDollar solving and how is that benefiting you?**

Overall financial literacy gives our staff confidence as they steward their resources.

  ### 8. Easy to use software for budgeting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rick E. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2026

**What do you like best about SmartDollar?**

The software is easy to use and powerful

**What do you dislike about SmartDollar?**

You have to share logins rather than each person having their own.

**What problems is SmartDollar solving and how is that benefiting you?**

SmartDollar let us take care of our employees.

  ### 9. SmartDollar Makes My Spending Crystal Clear

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samantha V. | Marketing Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about SmartDollar?**

SmartDollar allows me to see where my money is going. It doesn't leave any space for questioning and makes my spending habits obvious, so I can make improvements.

**What do you dislike about SmartDollar?**

I wish SmartDollar had a mobile app for my phone to access it anywhere without a web browser.

**What problems is SmartDollar solving and how is that benefiting you?**

It provides reliable financial resources that can be difficult to find on my own.

  ### 10. Awesome Videos and a Huge Employee Benefit for Will Preparation

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2026

**What do you like best about SmartDollar?**

The available videos are awesome.  The ability to prepare a will is a huge benefit for our employees. .  I'm anxious to use and promote the Tax Prep Site.

**What do you dislike about SmartDollar?**

I did not grow up with computers so take this with a grain of salt.  It is hard to find what I'm  looking for or going back to where I left off. was confusing when I started my will.  It kept saying I would be charged.

**What problems is SmartDollar solving and how is that benefiting you?**

The ability to prepare a will and taxes is worth allot.

  ### 11. Informative Saving Tips, But Not Very User-Friendly for Non-Tech-Savvy Users

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2026

**What do you like best about SmartDollar?**

I like how informative it is, showing easy everyday ways on how to save.

**What do you dislike about SmartDollar?**

I feel like it isnt too user friendly, especially if you're not tech savvy.

**What problems is SmartDollar solving and how is that benefiting you?**

It is solving my financial problems little by little. It is helping me not live pay check to pay check, hopefully I will be able to do more in the future by learning through smart dollar.

  ### 12. Step-by-Step Plan That Puts Your Finances in Order

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jose L. | DOO, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2026

**What do you like best about SmartDollar?**

Step by Step plan to get your finances in order

**What do you dislike about SmartDollar?**

Budget App to complex, can be made less.

**What problems is SmartDollar solving and how is that benefiting you?**

Team members paying off debt

  ### 13. Wellness Benefits are more than just health related!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deborah S. | Human Resource Business Partner, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 22, 2025

**What do you like best about SmartDollar?**

As the HR Administrator for my company, I’ve seen firsthand how Smart Dollar has transformed the way we think about wellness benefits. Financial wellness often gets overlooked in traditional benefits programs, but Smart Dollar has proven that investing in employees’ financial health is just as important as their physical and mental well-being.

This program is incredibly user-friendly, providing employees with step-by-step guidance to master budgeting, saving, and tackling debt. Ramsey Solutions supports HR Administrators with dedicated Account Managers, and Doug has been phenomenal in helping me utilize all aspects of the platform effectively.

What sets Smart Dollar apart is how relatable, easy to use and motivating the content is. It meets employees where they are—regardless of their financial situation—and empowers them to take control of their future.

At Churchill Mortgage, we require this program for our Sales team as part of our philosophy to "lead by example." The results speak for themselves: employees feel more confident, less stressed, and excited to share their financial wins. We’ve seen team members pay off debt, grow their savings, and build habits that provide long-term peace of mind.

It’s been incredible to see how financial wellness not only enhances employees' personal lives but also improves their focus and engagement at work.

From an HR perspective, Smart Dollar has been a valuable addition to our benefits offerings. It reinforces our commitment to supporting employees in every aspect of their lives, and the feedback has been overwhelmingly positive.   If employees show up to work happy and financial stress is low, we have found "happy employees are productive employees".  

If you’re considering a program that goes beyond traditional wellness benefits, Smart Dollar is a must. It’s not just a tool—it’s a resource that changes lives and strengthens your workplace culture. I can’t recommend it enough!

**What do you dislike about SmartDollar?**

If I had to nitpick, I’d say I wish there were more customizable reporting options for tracking employee progress. That said, this is such a minor issue compared to the overall value Smart Dollar provides—it’s hard to find anything I truly dislike!

**What problems is SmartDollar solving and how is that benefiting you?**

Smart Dollar is actively addressing the problem of financial illiteracy.

  ### 14. SmartDollar: A Game Changer For Financial Wellness!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jen S. | President / Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 17, 2025

**What do you like best about SmartDollar?**

SmartDollars easy-to-follow approach. Employees can access engaging video lessons, interactive tools, and real-world guidance that make managing money less stressful and more rewarding. The budgeting features and debt payoff strategies are particularly valuable, empowering employees to make meaningful financial progress.

We've seen firsthand how SmartDollar reduces financial stress and improves overall well-being. Employees who use the program feel more confident about their financial future.  It's an investment that pays off.

**What do you dislike about SmartDollar?**

SmartDollar does have limitations. From the user side, it is geared more toward basic financial literacy and those who are more financially saavy may find it less helpful. From an employer standpoint, the only downside I have is finding the time to promote it as much as I'd like.  It can be difficult to get people started.   I think this is mainly because the people who need it most find it the most overwhelming.  The tools are great - getting people to use them is  a little bit more challenging.

**What problems is SmartDollar solving and how is that benefiting you?**

SmartDollar helps give our team valuable life skills  that they may otherwise never take the time to seek out for themselves.  As people gain confidence in their financial state, they gain confidence overall and that serves them well in all areas of life.

  ### 15. Best financial management program I've ever seen ($4.2 million in debt)

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2025

**What do you like best about SmartDollar?**

I'm the CEO of a law firm. Before I took Dave's training, I did really stupid stuff like leasing cars. Can you believe that nonsense?  Why would anybody buy a car the most expensive way that there is? Because I didn’t know any better.
To be precise, I had $4.2 million in debt. House debt, building debt, car debt, airplane debt. Fortunately, no credit card debt. 
Little did the neighbors know Mr. Big Shot was stressed out with payments.
I had a PhD in D.U.M.B., as Dave Ramsey says. 
That doesn’t have to be you. 
Today, by following the steps in the training, I’m debt-free. 
It’s not really the amount you make that counts. If you make more, they will just bury you with more debt. It’s what you do with what you earn that counts.
Follow the Baby Steps in the training in the order listed. Save up and pay cash for the things that you want. The only debt should be a mortgage and pay it off early. 
Do them and you can have the financial piece of mind that many strive for.
P.S. Knowing this stuff doesn’t help. 
You have to actually do it.

**What do you dislike about SmartDollar?**

That it really doesn't provide help once you are debt free about what to do next. I also though the software would make a whole lot more of a big deal once you're debt gree. I was so excited pursuing the goal of being debt free that once I achieved it I needed another goal. I would like the software to help with that. And another BIG thing - when I entered the amount that I REALLY have saved and paid off, it would not let me do it because it limits the dollar amount. I wish this were not the case.

**What problems is SmartDollar solving and how is that benefiting you?**

Helping my employees to be more financially savvy.

  ### 16. SmartDollar Works!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jaimie K. | Human Resources Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2025

**What do you like best about SmartDollar?**

From a personal standpoint, SmartDollar has helped me personally get out of debt much faster than any other attempt I have made in the past. I appreciate the multiple opportunites afforded by SmartDollar. The budgeting app is the best!
From an administrative standpoint, working with Gus Rojas has been absolutely wonderful. He is kind and encouraging during our meetings and has shown me some great tools that I had no idea were even options. It's clear that he is 100% bought in and proud of his work. I am very glad he's our account manager.

**What do you dislike about SmartDollar?**

From an admin side, I don't particualrly like the SmartCenter reports because it can be misleading. It's hard to guage user activity. If somene hasn't used their account in over a year, given the limited openings we have, I'd rather give it to an employee who will take advantage of the benefit.

**What problems is SmartDollar solving and how is that benefiting you?**

For me, it's solving where my money is going and where we can stop spending to put money towards paying down debt. I never thought my husband and I could have paid off $14,000 in under a year. Being able to keep a close eye on our budget was a game changer.

  ### 17. SmartDollar is a Great Addition to our Benefit Offerings

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan K. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 19, 2025

**What do you like best about SmartDollar?**

SmartDollar waseasy to implement and continues to be easy to use. SmartDollar provides so many opportunities for folks to achieve financial wellness - from budgeting, videos, coaching, tax prep, etc. It is a great addition to our company's benefit offerings because we focus on wellness, and financial wellness is a part of that. On the administrative side, they have amazing communication, follow-up, and provide so much support.

**What do you dislike about SmartDollar?**

I can't think of anything to dislike about SmartDollar. I dislike how little time I can spend as an Administrator trying to achieve more participation.

**What problems is SmartDollar solving and how is that benefiting you?**

As an Administrator, SmartDollar solved the problem of finding a tool/resource to help employees achieve financial wellness. As a User, SmartDollar solved the problem of consolidating information and setting/tracking/achieving goals.

  ### 18. SmartDollar is very helpful in getting your finances organized.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Darlene R. | Senior Regional Controller, The Americas Logistics &amp; Distribution, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 24, 2025

**What do you like best about SmartDollar?**

SmartDollar helps you to see where your money is going so that you can make adjustments and tweaks wherever it is needed. I've shared my experience with other colleagues. There are a lot of resources relevant to most users like how to save on groceries or save for a vacation. Easy to use once you get going.

**What do you dislike about SmartDollar?**

Limited Spanish material. We have a large hispanic population. It takes a couple of months to get the hang of it so more videos on getting started are needed.

**What problems is SmartDollar solving and how is that benefiting you?**

It is letting me track my spending and saving.

  ### 19. Great way to track finances and get helpful resources.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2025

**What do you like best about SmartDollar?**

It is very easy to use, the hardest part is getting everyone in the house on the same page for setting the budget!  There are so many resources and tools to use, including EveryDollar, with the ability to connect to your bank account so you can easily attribute those entries to your budget.

**What do you dislike about SmartDollar?**

The only downside is that, like any change, you have to commit to showing up and putting in the work.  Other than that, if you are motivated, everything is in your reach!  EveryDollar has a smart phone app, SmartDollar does not, that is one drawback as everyone uses their phones for everything these days.  But once you set up in SmartDollar you can manage your budget from EveryDollar.

**What problems is SmartDollar solving and how is that benefiting you?**

Giving employees the tools to become financially stable and eventually independent.

  ### 20. SmartDollar Employee Finacial Wellness benefit

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joel R. | Office Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2025

**What do you like best about SmartDollar?**

SmartDollar allows our employees to learn good money practices and create long-term goals with all the money tools and calculators.

**What do you dislike about SmartDollar?**

I can't coordinate classes like I can with the FPU coordinator option.  We believe momentum is built when employees can go through the Your Money Plan course provided as a group.  I have been teaching FPU for many years and needing to switch between the two options is complicated.

**What problems is SmartDollar solving and how is that benefiting you?**

The biggest use is for the budgeting portion.  Throughout the course and with budgeting it is helping our employees get better management on their spending and life, this creates more engaged and happier employees.

  ### 21. SmartDollar Feedback

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2025

**What do you like best about SmartDollar?**

I like the point of SmartDollar and "financial wellness" I like what it's looking to accomplish.  Both debt payoff, savings, and learning to live within financial means are all something we need in this economy.    Our employees have been asking for will prep services and was happy to hear that service is now offered.

**What do you dislike about SmartDollar?**

I think SmartDollar is a bit difficult to use, I found it hard to put it to use for me personally for my own finances.  I consulted with someone who went through the Dave Ramsey program and she wasn't able to use the online program either.  I like the point of it but when it came to figuring out/using net income and actually budgeting/spending/saving, the program wasn't clear.

**What problems is SmartDollar solving and how is that benefiting you?**

Ease of use is great for the administration side, not so great as a consumer.

  ### 22. Excellent financial wellness program!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 11, 2025

**What do you like best about SmartDollar?**

SmartDollar provides easy-to-follow steps for managing money with engaging content and actionable advice. It offers a wealth of simple-to-use tools to support our journey to financial freedom. Caleb Adams, our account manager, goes above and beyond to support our company.

**What do you dislike about SmartDollar?**

Lack of customizable reporting in SmartCenter

**What problems is SmartDollar solving and how is that benefiting you?**

Everydollar app is a wonderful tool that helps us track every penny we spend and making our goals easier to manage.

  ### 23. Ultra Professional

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 16, 2025

**What do you like best about SmartDollar?**

The Ramsey team is truly invested in the success of the program for our workplace. The options which include a points system and consulting are immensely helpful.

**What do you dislike about SmartDollar?**

While the options are amazing, they are also overwhelming to new enrolles.

**What problems is SmartDollar solving and how is that benefiting you?**

Assisting users with making plans for the future is definitely of value.

  ### 24. Growing financial literacy for our team.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Roy S. | CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 13, 2025

**What do you like best about SmartDollar?**

The diversity of offerings.  Edcuational materails and articles.

**What do you dislike about SmartDollar?**

Not really any downsides. Ease of sign in employees up could be more streamlined.

**What problems is SmartDollar solving and how is that benefiting you?**

Consumer debt.  Financail literacy and education.  Employee wellenss.

  ### 25. Comprehensive and motivating financial tools and resources

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Events Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 20, 2025

**What do you like best about SmartDollar?**

SmartDollar motivates and empowers our employees to take control of their finances. The interactive tools and resources available within SmartDollar helps our employees follow their progress and stay on track towards achieving their financial goals.

**What do you dislike about SmartDollar?**

Generic advice and limited personalization

**What problems is SmartDollar solving and how is that benefiting you?**

SmartDollar helps our employees to reduce their debts, manage finances and stay on track toward their financial goals -- all that reduces stress.

  ### 26. Great customer service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 28, 2025

**What do you like best about SmartDollar?**

I love that it gives the employees the freedom to pick and choose what they need and want to take advantage of and aids in their personal success.

**What do you dislike about SmartDollar?**

It does take a minute to get set up and can sometimes be hard to use/not user frinedly.

**What problems is SmartDollar solving and how is that benefiting you?**

They are solving a lot of debt concerns! Russ Petit is always so helpful!

  ### 27. Wonderful tracking system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2025

**What do you like best about SmartDollar?**

It's simple and easy to use or adjust as needed!

**What do you dislike about SmartDollar?**

I wish there were more customizable options for the budget items.

**What problems is SmartDollar solving and how is that benefiting you?**

It's giving me a roadmap to see where my money is going so that I can meet my long term goals!



- [View SmartDollar pricing details and edition comparison](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000006&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-08-14+17%3A18%3A27+-0500&secure%5Bsession_id%5D=327efd5f-14d9-46f8-b7ea-9bf73b74f21f&secure%5Btoken%5D=9b1f50d50329c32a5abe44c6cd0044705687326b2222da6814169658bc659970&format=llm_user)
## SmartDollar Integrations
  - [BambooHR](https://www.g2.com/products/bamboohr/reviews)
  - [Personify Health](https://www.g2.com/products/personify-health/reviews)

## SmartDollar Features
**Platform Content**
- Education Tools
- Mobile Tools
- Content Library

**Platform Basics**
- Program Management
- Secure
- Interoperability
- Performance

**Platform Additional Functionality**
- Services
- Employee Portal
- Gamification
- Education

**Platform Data**
- Dashboard & Reporting
- Visualization
- Platform Search
- Alerts and Notifications

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