--- 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: '2026-07-17' 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. Smart Dollar is Awesome!! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara F. | Receptionist / Admin Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Smart Dollar has been incredibly helpful to me! The videos are super helpful, and I love going back to rewatch them to stay motivated with my savings. The debt snowball tool has been a game changer — I really enjoy checking in on my progress and seeing how far I’ve come. The website and app are very easy to use and I have implemented using these tools Smart Dollar offers weekly. I like to update my progress and check in on my budget weekly and have integrated the budget feature as a monthly "project" I do to stay on track financially. The customer support has been amazing, too. Caleb Adams is always just an email away and has been so helpful whenever our team has reached out and even checks in to see if there is anything he can assist with. He is very responsive and is always very helpful. 10 out 10 highly recommend Smart Dollar!! **What do you dislike about SmartDollar?** So far I haven't found anything that I dislike about SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping me pay off debt and budget for the month and the months ahead. It’s been really helpful in making me feel more financially secure. ### 2. I've watched SmartDollar change and save lives **Rating:** 5.0/5.0 stars **Reviewed by:** Dave F. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** The software is simple to use. Full of valuable features. I've found my CSR Blake Ball to be incredibly passionate, professional and supportive. It's always a pleasure working with him. **What do you dislike about SmartDollar?** The biggest challenge is the feeling of leading a horse to water and being unable to make them drink. SmartDollar is so powerful. I operate in the blue collar industry. I've found that getting people to create accounts with their email address is always a challenge. If the program offered a cell phone OTP login process there is a chance they would be less barrier to login and use. **What problems is SmartDollar solving and how is that benefiting you?** I use SmartDollar to support my team of bluecollar industry landscapers. They have never been taught financial education or wellness. By offering a resource, whether they use it, has increased culture and morale. I run meetings with the team. SmartDollar is not an 'overnight' value and its usefulness can never be judged by daily active use of a companies' users. It is more of a value of accessbility IF and WHEN a user needs it. ### 3. SMARTDOLLAR Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about SmartDollar?** it focuses on a zero based budget to reduce your debt. **What do you dislike about SmartDollar?** not all of the budgeting tools are easy to utilize **What problems is SmartDollar solving and how is that benefiting you?** helping employees with their debt makes them less stressed out and happy employees, so they are more productive in the long run. ### 4. Great Benefit for Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Renee C. | Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about SmartDollar?** SmartDollar is incredibly user-friendly. The platform is designed with a step-by-step approach that makes it easy for users to navigate and understand how to use the tools. SmartDollar offers a comprehensive range of features that cover so many areas of financial wellness. I have had such a positive experience with the support team, Caleb has been responsive and helpful. The availability of one-on-one coaching adds an extra layer of support, ensuring that users receive the assistance they need to succeed. Overall, SmartDollar is a robust financial wellness program that combines ease of use, a wide range of features, and excellent customer support to help users take control of their finances and achieve lasting financial success. **What do you dislike about SmartDollar?** I haven't found a downside. Everything works great. **What problems is SmartDollar solving and how is that benefiting you?** We offer it to our employees as a benefit. It helps them solve their financial issues so they are better able to show up to work ready to work! ### 5. SmartDollar Review - Caleb Adams **Rating:** 5.0/5.0 stars **Reviewed by:** Alex S. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about SmartDollar?** SmartDollar is very easy to use and to deploy to my team. I like that they have monhly content to send out to my team as a reminder of this great benefit that our company is proud to offer them. Being able to give the tools to my team to take control of their finances and on their way to financial freedom is something I am very happy to do. SmartDollar's customer support has also been very helpful and kind anytime I have had a question. **What do you dislike about SmartDollar?** I do wish their was a way to automate monthly emails to my team and that the email could be have rich context (graphics, link, etc) so they are more engaging. **What problems is SmartDollar solving and how is that benefiting you?** I beleive SmartDollar has all the tools needed to help my team acheive finanical freedom in their personal lives. We want our team members to be successful in all areas of their life (not just their job) and a big part of that is having control of your personal finances. ### 6. Clear Progress Tracking with Great Will and Tax Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about SmartDollar?** You can see progress, the ability to make a Will and the tax features. **What do you dislike about SmartDollar?** Haven't found anything so far that I dislike. **What problems is SmartDollar solving and how is that benefiting you?** It is helping me see that I need to save more and I spend on things that I don't need. ### 7. This is a very good service an employer can add to their benefits for their employees **Rating:** 4.5/5.0 stars **Reviewed by:** Brad S. | Supply Chain Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about SmartDollar?** The access to the Every Dollar Budget, the free tax filing, and the ability to set up power of attorney and a will. As the "administrator" for Master Wall, I really enjoy being able to look at the points that each person has, and what kind of engagement they have with the service. The main upside to me is that it keeps me engaged with my budget, and holds me accountable. The customer service support is really valuable to me. **What do you dislike about SmartDollar?** The only downside I see, would be the ability to have more employees engage with the service. You send out emails about drawings and incentives, and post bulletins about it. You see employees look at it and read over it, but they don't take the next step to sign up and see how good of a service it can be. There are several factors that contribute to this, I believe. I think that each company representative will have different expereiences, and will see the downside on different aspects of the program. **What problems is SmartDollar solving and how is that benefiting you?** I think for the employees that do use this benefit, it helps open their eyes to where their money is going every month. ### 8. Incredible Customer Service with Russ Petit **Rating:** 5.0/5.0 stars **Reviewed by:** Michele H. | Owner/President, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** We have been using Ramsey Solutions products, including FPU, for years. As business owners, we were excited to bring Smart Dollar to our employees. We are in the beginning stages of getting it out to our employees. However, what I like best about it so far is the easy and fun approach to being able to teach people about money as well as enhanced upgrades that our employees receive compared to it if they did this on their own. **What do you dislike about SmartDollar?** Right now, not much! Again, we are at the beginning stages of it, but from an employer perspective, the most difficult thing it's been for us is to get it off the ground and running. However, our sales account manager, Russ, has been going above and beyond to ensure we get our employees set up and have a good introduction. **What problems is SmartDollar solving and how is that benefiting you?** Since we are in Baby Step 7... praise God!! ...the biggest benefit of SmartDollar for us now is being able to pass this wealth of information along to our employees and see them succeed with money! ### 9. Great Financial Wellness Benefit **Rating:** 5.0/5.0 stars **Reviewed by:** Kerrie H. | Compensation & Benefits Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** I like that it compiles the data for me as far as how much our associates have paid off debt and how much they are saving. I also like that it shows who's actively using the program. It's easy to use the program and you can put as much or as little effort into it. From the start of learning about the program through to implementation, my contacts at SmartDollar were always there to support me and answer any questions that I've had. **What do you dislike about SmartDollar?** Wish it had a facilitator guide to help us help our associates through the baby steps and win with their money. **What problems is SmartDollar solving and how is that benefiting you?** We did not have a financial wellness benefit for our associates prior to SmartDollar. We have just implemented SmartDollar in the last 5 months, so we are not seeing a whole lot of change right now. However, a few associates have really been able to get on top of their finances and feel like they have a better grasp on things. ### 10. Owner/CEO of 50+ person PT clinic with “growth” as a value **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlee R. | Owner, CEO, Clinic Operator, PT, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** The EveryDollar budgeting app for sure! I love how easy it is to plan and track our spending. I love that I have access to FPU at any moment to refresh often. I love that all the financial tools and calculators are all easily accessible in one place. And lastly, I love that I can give my team access to this - something my husband and I have been strong believers in as long as we've been married...and something that has totally changed our trajectory in life! **What do you dislike about SmartDollar?** I wish I could get everyone to be as passionate as I am about this! It takes some creativity to try to get people into it. **What problems is SmartDollar solving and how is that benefiting you?** One of our values is "growth" and we split that into 6 areas, one of which is financial growth. We are passionate about growth in those areas in our business as well as encouraging team members to grow in those areas personally. This is one way to do that. I also selfishly wanted access to all the tools ;-). ### 11. Smart Dollar helps me manage my finances **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** March 16, 2026 **What do you like best about SmartDollar?** I like the budget software, Every Dollar. **What do you dislike about SmartDollar?** I cannot think of anything to improve on at the moment. **What problems is SmartDollar solving and how is that benefiting you?** Financial awareness, and implementing a strategy to tackle debt ### 12. Life Changing If You Are Self-Motivated **Rating:** 5.0/5.0 stars **Reviewed by:** Darla G. | Director, Employee Benefits, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** Of all the benefits that we offer to our employees, SmartDollar is the only one that can truly change a person's life! SmartDollar provides all of the tools a person needs to learn how to take control of their personal finances, in a fun and easy-to-understand program. Implementing this program was simple and they provide ongoing support in the form of communication tools and quarterly outreach to make sure everything is running smoothly. **What do you dislike about SmartDollar?** There is no accountability in a self-paced program like this. So it's easy to let life get in the way if you aren't naturally self-motivated to complete the program. Having regular meetings with other individuals going through the program, like they do in Financial Peace University, could go a long way in providing moral support and encourgement to employees trying to implement the Baby Steps. **What problems is SmartDollar solving and how is that benefiting you?** Offering SmartDollar shows our employees that we care about them as individuals, not just as workers. And if we can relieve some of their financial stress by, they become happier employees which increases their job satisfaction and work performance. It's a win-win situation. ### 13. Helpful for Employee Budgeting, but a Trial Period Would Improve Confidence **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about SmartDollar?** This benefit is provided to employees to help with budgeting. **What do you dislike about SmartDollar?** I don’t like that there isn’t a trial period, so we can cancel if we don’t like the product. **What problems is SmartDollar solving and how is that benefiting you?** It helps us see which employees have initiative. ### 14. SmartDollar Makes Budgeting and Balancing Finances Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2026 **What do you like best about SmartDollar?** I love smart dollar because it helps you budget and balance your finances. **What do you dislike about SmartDollar?** I do not have any dislikes about Smart Dollar. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping me to budget and manage my finances more. ### 15. An amazing experience with SmartDollar **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2025 **What do you like best about SmartDollar?** I like the ease of SmartDollar. It is very user friendly and easy to get started when finances can seem so overwhelming. I use it when I get paid, biweekly and sometimes more whenever I want to feel organized with my finances. I use the budgeting tool, it is simple but also encompasses everything to make sure I stay on top of things. The relationship manager, Dylan, is also very kind, personable, and knowledgable with SmartDollar. **What do you dislike about SmartDollar?** There is not much I dislike aabout SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping me solve budgeting issues. I am able to plan my paychecks much easier and more realistically than if I were to budget on my own, or not budget at all. ### 16. A practical tool that simplifies budgeting and the fundamentals of saving/money **Rating:** 5.0/5.0 stars **Reviewed by:** Jenn K. | Employer Benefits and Workday (HRIS), Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about SmartDollar?** I find SmartDollar helps me with budgeting, completing my taxes, and will soon help me and my husband create a last will and testament. I've found the articles helpful, especially as my family navigates our next stage of finances. I tend to find a lot of information about saving while being a young adult. Also as my company's benefits program manager, I find the content can be easily shared with our employee population and has helped people to navigate their own personal finances. **What do you dislike about SmartDollar?** I have not experienced many downsides of using SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** The work the team at SmartDollar is helping to solve is one of the most challenging ones facing the American population in this current day-in-age: financial literacy. I am always shocked to learn about the statistics around how much the average American has saved in a bank account, and that most Americans do not have enough in their emergency funds (or don't have one at all!) I think the concepts of SmartDollar are easily digestible and help to get people lifted off the ground and thinking more about their personal finances. I think the more people are concious of their personal finances, the more they will understand just how much they are spending on a daily, weekly, and monthly basis (especially with auto-drafts from certain subscription services!!) ### 17. SmartDollar is a game changer. **Rating:** 5.0/5.0 stars **Reviewed by:** Heidi R. | Executive Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 30, 2025 **What do you like best about SmartDollar?** Everything in one location. Easy to navigate. The EveryDollar budgeting app is a must! It's easy to get team members signed up for the program. Appreciate how quickly the SmartDolar team responds to any issues within the program or app. The program has so many resources regarding all types of financial related questions and the 7 Baby Steps. Our team also loves the new added feautures including creating a will, connecting with a Ramsey financial coach, the taxes, etc. Our team also loves the accountability and eays to follow steps. So many of our team members have started their budget for the first time, managed to pay off debt, save up for big purchases and start saving for the future. We highly recommend this program! **What do you dislike about SmartDollar?** There's not really anything I dislike. I do think there are some things that could be added to the program to further push the importance of budgeting - for example, it would be good to be able to track who is actually taking advantage of the EveryDollar budgeting app and what exactly each team member is earning SmartDollar points for. Right now, it just shows SmartDollar points as a total. So, I am unsure where those points are coming from. As the administrator, I would love to know who is using the budgeting app and a breakdown of points used (per category - budgeting, articles, videos, etc). Our team would like to be able to see their points per month (not just the running total for the year). **What problems is SmartDollar solving and how is that benefiting you?** Our team is more confident about their finances and are excited about having a plan. Our SmartDollar group is full of like-minded people. We support each other, encourage one another, and hold each other accountable. ### 18. Smart Tax Feature, but Budgeting Could Be More User-Friendly **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2026 **What do you like best about SmartDollar?** The smart tax feature, I appreciate that **What do you dislike about SmartDollar?** The budgeting is not that user friendly, there are other budgeting apps (such as Copilot money) that do this much better **What problems is SmartDollar solving and how is that benefiting you?** Good for tax purposes and solving financial issues ### 19. Great program with very supportive and creative collaborators **Rating:** 5.0/5.0 stars **Reviewed by:** Erika P. | Human Resources Business Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2025 **What do you like best about SmartDollar?** Although I am a very new user of Ramsey SmartDollar, already it is hard to choose what I like best about the program. In my role as an HR Business Partner, I am the 'owner' of the program for my company, but also a user. In the beginning, I worked closely with Dalton Stewart, Account Executive. He was very approachable and able to understand my workforce and the diverse needs and barriers that come up. Dalton was able to give recommendations and kept me informed so that I could fully understand the program and make the best choice for my company. Once I moved into the pre-launch phase, I began working with Neslon Fabrizius. He has been great to work with as well. My favorite thing about Nelson is his willingness to get creative and tweak existing materials so they better fit my needs. As a user of SmartDollar, I'm simply thrilled something like this exists that I am fortunate enough to take advantage of, at no personal cost to me. I have significant financial goals and so far each tool and feature is incredibly easy to use. Having real-time snapshots of where I'm at and how I'm progressing toward my goals keeps me hopeful and excited and my financial health. **What do you dislike about SmartDollar?** I wish that SmartDollar had a mobile app. My company has employee computers available at each location, however there are many employees who, for different reasons, do not use a deskptop computer and rely on apps. **What problems is SmartDollar solving and how is that benefiting you?** Employees report not knowing how to best budget their money or how to get out of debt; Having the tools to first and foremost education clients is great. This includes browsing articles, completing the EveryDollar budgeting tool, and the ability to sign up for coaching sessions. Also having specific lessons for common concerns, such as checklists for tax season, having tax advisors availabe to answer questions and resolve problems, and filing taxes on the employee's behalf. ### 20. A Robust Financial Wellness Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Lance S. | Corporate Learning & Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about SmartDollar?** While many things in life are hope-stealers, SmartDollar can be a hope-giver to those who want clear direction on how to be financially wise and build wealth. From an HR side, it is very easy to implement and integrate into what we do. It is very easy to push out group invitations using information from our HRIS. Best of all: our Ramsey relationship manager, Kiesha, keeps us informed and on top of new offerings in SmartDollar. **What do you dislike about SmartDollar?** It's not a SmartDollar issue, it's a people issue. People are comfortable complaining about finances, but getting them to take hold of and use a proven resource has been a challenge. **What problems is SmartDollar solving and how is that benefiting you?** Compensation studies show that our compensation packages are above average for our area and for the industry. And yet, our employees feel like their money doesn't go as far as it used to. SmartDollar provides a solution to help employees take charge of their great salary and make the most of it. ### 21. Our family really enjoys SmartDollar! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2026 **What do you like best about SmartDollar?** Reminding us to budget & stay on tracking with our spending. **What do you dislike about SmartDollar?** There is nothing I dislike about this course. **What problems is SmartDollar solving and how is that benefiting you?** Stayin gout of debt ### 22. Strong Vendor Relationship Experience **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about SmartDollar?** Vendor Relationship unfortunately I do not have access to the app. **What do you dislike about SmartDollar?** No access to product. Working with team to get access **What problems is SmartDollar solving and how is that benefiting you?** N/A ### 23. Simple, Easy to Understand, and Quick to Roll Out **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2026 **What do you like best about SmartDollar?** I like the simplicity of the program. Easy to understand and roll out. **What do you dislike about SmartDollar?** Nothing really comes to mind. I like the program **What problems is SmartDollar solving and how is that benefiting you?** budgeting. Helping me pay attention to what I am spending ### 24. 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. ### 25. Great Benefit to Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Sloane B. | Talent & Culture Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2025 **What do you like best about SmartDollar?** The best part about SmartDollar is the benefits and peace of mind it provides to our employees. Since we started using it, I've had several employees come up to me and thank me for offering this service. It provides great education and financial planning tools for our employees that positively impact their lives. I also would like to recognize the fantastic service we recieve from our account rep, Caleb Adams. He has supported us throughout the entire setup, enrollment, and execution processes. He's answered every question promptly and has always been willing to hop on a call if needed. On top of that, he's delightful and fun to work with. **What do you dislike about SmartDollar?** I wish there was a way for the financial progress metrics to be automatically calculated. We enjoy looking at the financial progress our company is made, but we are relying on our employees to manually log how much they have saved and how much debt they have paid off since signing up for SmartDollar. In order for our financial progress to be correct, employees must submit the information and submit accurate information. I worry that doesn't always happen, so we are likely missing the full picture of financial progress. **What problems is SmartDollar solving and how is that benefiting you?** Many of our employees live paycheck to paycheck and could benefit from financial education and planning. SmartDollar provides a one-stop-shop resource for our employees and allows us to offer help to all 120 employees improve their financial wellness. ### 26. SmartDollar throws out all the guess work of where to start on your own personal finances! **Rating:** 5.0/5.0 stars **Reviewed by:** Deanna C. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about SmartDollar?** SmartDollar is easy to use -- with an easy to navigate dashboard. It has both individual and group coaching right at your fingertips and for me, with my finances I need someone to directly say TO DO THIS for XYZ results. I use the budgeting tool all the time. I've saved hundreds of dollars since using this feature alone - it's really helped me priortize my spending. **What do you dislike about SmartDollar?** I'd love to be able to set up some text or email reminders relating to my goals or budget -- like an accountability alert! **What problems is SmartDollar solving and how is that benefiting you?** I was easily intimidated thinking of my finances - not knowing where to start or even doubting I really needed a plan as long as the bills were paid. Now, I see that I should have more goals with my finances beyond just making it through. SmartDollar is setting me up for bigger financial decisions and helping me achieve greater savings. ### 27. The Success at Home & At Work! **Rating:** 5.0/5.0 stars **Reviewed by:** Anna C. | Director of Agent Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** Personally, I used Dave Ramsey and specifically, the Every Dollar app, in my personal like for 6 years. My family paid off debt and began telling our money where to do. I personally log into EveryDollar every day! And more recently, I love the RamseyTax benefit. So much money saved! When I was able to be a part of our HR Planning team for our next big growth initiative at work 2 years ago, I was more than energized to rally to use the Ramsey programs. And I was so happy to then learn of SmartDollar's existence - a way to take what I was already doing at home and roll out at a corporate level. I could share Every Dollar and so much more to our staff! I love the easy tiles on the landing page that easily take you to whatever program or goal you're working on at that moment in time. **What do you dislike about SmartDollar?** SmartDollar has only gotten better in the time we've used it at my employer. But early on, it was hard to articulate the benefits of the program. We couldn't get people to see the bigger picture. But in time, and building out of the marketing materials, SmartDollar is getting better at telling the story of the journey to financial success. **What problems is SmartDollar solving and how is that benefiting you?** I now know exactly where my money goes each month, exactly how much I need to retire, and I can set goals to work backwards from that to decide on my savings. There are no more "blind spots" when it comes to my finances. ### 28. Smartdollar is such a great tool for our team! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie D. | Office Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** The site is super user friendly. It helps someone walk through the process of identifying financial priorities, setting a budget, and setting tasks to help someone reach their financial goals. It is very easy to create an account, the smartdollar dashboard that you have access to as administrator gives you the tools you need to easily invite your team members, and premade promotional material to help drive interest and excitement within your team. Customer service is fast and effectient if people have issues logging in or understaning the website or app. Several of our team members use this app daily to manage their finances. **What do you dislike about SmartDollar?** I feel like I would like additional options on the reporting side to run more customized reports. Other than than this has been a perfect experience for us. **What problems is SmartDollar solving and how is that benefiting you?** Smartdollar has really improved the morale of our team when it comes to their finances. Its like having a personal financial advisor for each of them guiding them through managing their finances and investing in their retirement and future financial security. ### 29. Great Resource For Staff **Rating:** 5.0/5.0 stars **Reviewed by:** Debora T. | Board Member (volunteer), Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2025 **What do you like best about SmartDollar?** As an administrator I liked having an easy to access and read dashboard and the various tools and resources at my disposal to pass along to my team. I really liked the interaction with my Ramsey Account Manager, Caleb Adams, who was very knowledgeable and helpful. He always had great tips for engaging my team and always available. I was able to access the program as often as I needed to **What do you dislike about SmartDollar?** I thought it was a bit cumbersome to get certain information to my team. I'd have to download it from the site and send it independently of the site. **What problems is SmartDollar solving and how is that benefiting you?** Our church engaged with SmartDollar for our staff when we felt some of the were struggling with their personal finances. Several admitted they needed help with budgeting, planning for the future and debt reduction. ### 30. User-Friendly and Effective **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis L. | People Operations Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** SmartDollar is a user-friendly platform that is very effective in helping people achieve their financial goals. It makes learning and practicing financial wellness fun and interactive, which sets it apart from other financial wellness platforms on the market. It takes massive concepts and breaks them down into digestable steps that are easier to follow and understand. As an administrator, the client support is unmatched. I often use SmartDollar as the gold standard when speaking to other benefit vendors about my client support expectations. **What do you dislike about SmartDollar?** Can't think of anything. I am very happy with the product. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar has helped me create a cohesive monthly budgeting plan (EveryDollar) that I can follow and update with ease. In the past, I have tried using other platforms and even Excel Spreadsheets - they never worked long term. I really appreciate the ability to file taxes easily on the platform for no cost. In addition, the debt snowball method has been a game changer in my personal finance and I've had great success paying off debts! ### 31. SmartDollar Helps Employees Manage Their Finances **Rating:** 4.5/5.0 stars **Reviewed by:** Denise Z. | Total Rewards Director, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** SmartDollar includes a wide variety of topics relating to money and its management. Employees can use it to learn to budget, to pay off debt, to understand insurance, to buy a house, and more. Our consultant at SmartDollar understands our business and recommends campaigns and resources to engage our employees. We have been using this program, and its predecessor Financial Peace At Work, since 2007. I used to travel around the country to our various offices to coach the program in person, and for a while we also did it by video conference. The online program is now so much easier to manage and it is available to employees 24/7. **What do you dislike about SmartDollar?** We never get complaints about the program. A lot of employees want their children to use it too. **What problems is SmartDollar solving and how is that benefiting you?** We have a wide variety of income levels at our firm, and SmartDollar has something for everyone. From entry level employees who have a lot of student loan debt, to high income earners trying to plan for retirement, they have tools and resources from SmartDollar they can use. ### 32. Easy to Use, Confidential, and Backed by Great Support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2026 **What do you like best about SmartDollar?** Easy to use. Confidential. Gus Rojas provides great customer support. **What do you dislike about SmartDollar?** nothing comes to mind, like everything about SmartDollar **What problems is SmartDollar solving and how is that benefiting you?** Another benefit we can offer our employees. ### 33. A Valuable Resource for Financial Wellness **Rating:** 5.0/5.0 stars **Reviewed by:** Madi H. | Communications Coordinator, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** SmartDollar has been an incredible tool for our members and staff, helping them take control of their finances and achieve their goals. Many of our members are paying down debt faster than ever, and the program has been instrumental in helping our deputies make smart financial decisions, especially with the overtime money they earn. The easy-to-use platform, practical tools, and engaging content make it simple for everyone to build budgets, save effectively, and reduce financial stress. We’ve seen firsthand how SmartDollar is creating lasting change and improving financial stability across our organization. **What do you dislike about SmartDollar?** Honestly, nothing! The program is well-designed, user-friendly, and delivers real results. It has exceeded our expectations in every way. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is solving the critical problem of financial stress by providing a clear and actionable roadmap for budgeting, saving, and paying down debt. For our members, it’s helping them eliminate debt faster and take control of their finances, leading to greater stability and peace of mind. For our deputies, the program has been invaluable in teaching smart financial habits, especially in managing the extra income from overtime work. This not only benefits them personally but also fosters a more focused, less stressed, and overall happier workforce. ### 34. An Excellent Way to Give Back to Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 19, 2026 **What do you like best about SmartDollar?** its an excellent way to give back to employees **What do you dislike about SmartDollar?** nothing at all it is great no down sides **What problems is SmartDollar solving and how is that benefiting you?** non monetary way to give back to employees ### 35. User-Friendly and Easy for Staff to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about SmartDollar?** User-friendly product for our staff to utilize. **What do you dislike about SmartDollar?** I cannot think of a downside at this time. **What problems is SmartDollar solving and how is that benefiting you?** It is helping our employees better manage their financial wellness. ### 36. SmartDollar is a great product that has brought financial literacy and results to our 1500 employees **Rating:** 4.5/5.0 stars **Reviewed by:** John C. | Director - Operations, Planning and Analysis, Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about SmartDollar?** RESULTS!!! - Employees have self reported just over $3 million in positive financial imact. **What do you dislike about SmartDollar?** The product is very comprehensive and covers all the bases including motivating users thorugh videos and podcasts. I do wish there was a way to get more users to take the voluntary survey so we could see the full value obtained from SmartDollar **What problems is SmartDollar solving and how is that benefiting you?** We have had no problems with SmartDollar. The product was comprehensive from the beginning and has functioned as intended. Over 6 years, we have had very few users have issues logging in (fewer than 10) and in most every case it was a new employee simply trying to sign up before SmartDollar received the data feed with that new employee on it (which is tied to payroll cycle.) SmartDollar is always making improvements, but it is proactive and not the result of problems we have encountered. ### 37. A Helpful Resource to Financial Freedom **Rating:** 5.0/5.0 stars **Reviewed by:** Nga K. | Payroll/HRIS Aministrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** SmartDollar's budgeting and savings advise is straightforward, making it easy to manage finances and set achieveable goals. The educational content offers practical advise on everything from debt elimination to retirement planning. I also love the bility to track my financial process, which helps me stay focused and motived. **What do you dislike about SmartDollar?** There isn't much to dislike! The platform is user-friendly and offers everything I need to stay on track with my financial goals. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping me solve the challenge of effectively managing my finances. It provides clear, structured tools for budgeting and debt repayment, which are critical in ensuring I stay on top of my financial obligations. For our company, offering SmartDollar as a benefit to employees can help improve overall financial wellness, which can lead to higher productivity, reduced fionancial stress, and less absenteeism. ### 38. Great resource for our employees! **Rating:** 5.0/5.0 stars **Reviewed by:** Kimberly E. | Financial Wellness Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** SmartDollar is a very comprehensive financial wellness resource for our employees. It's self-paced for folks that want to learn on their own with a ton of educational information. It also offers a variety of tools for folks just looking for a tool for budgeting, paying off debt, doing their taxes or creating a legal financial document. It's the biggest financial resource that we are able to point our employees to. **What do you dislike about SmartDollar?** For a new user, there are so many features. For someone who has had the product for a long time, it can sometimes be challenging to keep the tool top of mind with our employees. **What problems is SmartDollar solving and how is that benefiting you?** It allows our employees access to a wide range of financial education and tools that they can access on their own and utilize on their personal time. ### 39. Amazing benefit for team **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew N. | Owner/Dentist, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about SmartDollar?** Personal counseler/advisor Free budgeting tool that allows you to link personal financial accounts Ease of set up and usage **What do you dislike about SmartDollar?** The only issue we have had was the fact that there is no an app for SmartDollar, even though we can save it to the home page. Some of the team thought the EveryDollar app and Smartdollar were the same thing. **What problems is SmartDollar solving and how is that benefiting you?** Many of our team members are struggling with managing their finances. I've heard them talk about living paycheck to paycheck, or not having the money needed to do some of the things they would like to do because of financial struggles. We are just beginning, but my hope is that this will create financial peace and freedom among our team. I truly believe this will create a better and more stress free work environment. ### 40. SmarDollar - A smart move for small business **Rating:** 5.0/5.0 stars **Reviewed by:** Heather C. | COO & Office Manger, Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2025 **What do you like best about SmartDollar?** SmartDollar was easy to implement and use. The customer support is unsurpassed. Working with Caleb, our Account Manager, made us never feel alone. He was supportive and presented creative ideas and solutions for user engagement and to help further develop knowledge and skill within our small, family run business. SmarDollar offers a number of features for users and additional resources that were a little unexpected and extremely useful and helpful for all. **What do you dislike about SmartDollar?** The only thing I disliked about SmartDollar is that no all employees saw the benefits of what this financial education and planning tool could to for them and their families and they did not engage or learn from it. **What problems is SmartDollar solving and how is that benefiting you?** We implemented SmartDollar to help our employees gain a foundational financial education (something not taught in school) with the goal and intention that they can begin to live beyond "pacheck-to-paycheck" ### 41. 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. ### 42. Smart Dollar **Rating:** 5.0/5.0 stars **Reviewed by:** Wendy S. | Senior Payroll Coordinator/HR Support Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** The Smart Dollar program is an excellent budgetting tool for our employees. It has a great balance of instuction with practical application to establish a budget plan and then learn the disciplines of following through and being consistent. It is an excelent resource for implementing budgetting into daily life, and then experiencing peaceful confidence and success with money. **What do you dislike about SmartDollar?** The only helpful thing Smart Dollar could implement is more pod casts, updated snip-its from the radio show with call in questions. With the fast pace of daily life the short minute videos of specific caller's questions on Dave's radio program are an excellent tool and gives quick wisdom to a variety of topics. So keeping those updated with more of those would be great. **What problems is SmartDollar solving and how is that benefiting you?** Helping our employees find financial stability and the disciplines of smart money management. ### 43. SmartDollar is a great financial wellness tool for our team **Rating:** 5.0/5.0 stars **Reviewed by:** Mary O. | Marketing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 05, 2025 **What do you like best about SmartDollar?** SmartDollar is an excellent financial wellness tool for our team. It offers a user-friendly experience with a wealth of resources covering various financial topics. The personalized coaching sessions are valuable for developing a plan to achieve our financial goals. Promoting this fantastic benefit within my company is straightforward, thanks to the extensive promotional materials and a clear monthly topic schedule provided by SmartDollar. Our relationship manager, Blake Ball, is outstanding! He assists us in brainstorming ideas to boost engagement with SmartDollar and understand all that SmartDollar has to offer, even walks us through new features to show our team. **What do you dislike about SmartDollar?** Working on increasing our teams engagement. **What problems is SmartDollar solving and how is that benefiting you?** Helping our team reach their financial goals, offers a world-class budgeting tool, free tax filing, and that;s just to name a few. ### 44. Great Benefit for My Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan S. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** SmartDollar helps my team achieve their goals without me having to do more work. The process for me and my team is easy from sign-up to implementation. The software does all the work, and we can track our progress as a team, which is encouraging. Caleb is our rep, and he is super attentive to my needs as the owner and to the needs of my team. **What do you dislike about SmartDollar?** I don't have a lot of downside to SmartDollar. Some of our team don't use it, but they know it is always available when they are ready. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar helps our team eliminate personal debt and achieve their financial goals. SmartDollar does all that work, and my team associates that benefit to me and my organization. Team culture improves, and I don't have 'another thing to do'. ### 45. SmartDollar Review: Real Impact, Real Results **Rating:** 5.0/5.0 stars **Reviewed by:** Tonyia T. | Benefits Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2025 **What do you like best about SmartDollar?** The employees who have used SmartDollar, have told me that it is a clear, proven framework that they can actually follow. The best thing about the program is that it centers on Dave Ramsey’s “7 Baby Steps,” giving employees a simple, step-by-step path that builds momentum. **What do you dislike about SmartDollar?** I've only heard this from one high earner, High earners or employees with complex financial portfolios might find the content too basic. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar solves several key financial wellness problems that employees commonly face—and it delivers tangible benefits across both personal and professional life for employees ### 46. Good ideas and info just needs an app to improve usefullness. **Rating:** 3.5/5.0 stars **Reviewed by:** Jaryd W. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2025 **What do you like best about SmartDollar?** Customer support is amazing. Gus is very helpful and always willing to work with us or answer emails. The info available on the webpage is very good. Being able to do taxs and a will is great. **What do you dislike about SmartDollar?** The widespread adoption of using smartdollar is hindered by there not being a app available for our smartphones. Having to go to it in the browser is enough of a barrier of entry for some of our employees that they won't do it. **What problems is SmartDollar solving and how is that benefiting you?** It has motivated several employees to strive to get there finances in order. I really enjoyed being able to use ramsey smart tax. It also motivated me to get a renewed interest in my budget. ### 47. Love this tool, and love sharing it with my coworkers **Rating:** 5.0/5.0 stars **Reviewed by:** Jha'quise P. | Director of Development, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** I like the amount of tools and resources it has. I have been able to walk several of my team members through setting up their budget, logging on to file their taxes, and using the Dat, snowball to get themselves out of debt. The courses have also been really great for my team. **What do you dislike about SmartDollar?** Only thing I'd possibly recommend would be to put SmartDollar in an app, but the website is very mobile friendly. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is relieving stress for my team. My team is expressing that they feel more controlled their money by being able to see exactly where their money is going through the budgeting app, and feeling like they have a path to financial freedom through the baby steps, and the debt snowball ### 48. Would Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Amy K. | Benefits Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about SmartDollar?** I love that SmartDollar provides tools and resources for every step of the budgeting journey, making it easy for our employees to take control of their finances. The additional perks, like free live group coaching, tax filing, and the EveryDollar budgeting app, make it an even more valuable resource for their financial success. **What do you dislike about SmartDollar?** Overall, SmartDollar is a great resource, but I’d love to see more personalized guidance for employees at different income levels and financial situations. It would also be beneficial to offer an option for employees to upgrade and speak one-on-one with a financial consultant. Many of our employees are top-dollar earners, so having access to more advanced financial solutions tailored to their interests would make the program even more valuable. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar alleviates financial stress by equipping our employees with the tools and resources they need to understand their spending, take control of their finances, and stay organized at every step of their financial journey. ### 49. Life Changing Habits **Rating:** 5.0/5.0 stars **Reviewed by:** Kenny S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about SmartDollar?** Creating a competitive environment for life changing money habits. Inspirational hearing others talk about the way these changes have impacted theri lives. Amazing to have all the financial resources you could ever need in one place. **What do you dislike about SmartDollar?** Not any dislikes, I have had issues with Every Dollar staying linked to my credit union but besides that everything has been great! It would be cool so see more of the debt free screams somehwere within Smart Dollar though! **What problems is SmartDollar solving and how is that benefiting you?** Allowing others to see the positivity and peace that becoming debt free can bring. Once team members get that fealing of peace that others have felt it reduces their stress level at work. Not having to worry every day about financial wellness has benefited our company greatly. ### 50. User Friendly and Helpful Resources **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Machinery | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about SmartDollar?** I like how easy everything is to use and find on the admin side and the user side. The campaign resources are helpful with promoting SmartDollar to employees. We send emails out each month to everyone within the organization and use the group invitation option to invite new hires. I also like that SmartDollar is always adapting to user wants and needs such as a tax filing resource and will creation. I also appreciate having a relationship manager, who checks in frequently and updates us on the new features and how to use them. He was also very helpful with addressing a log in issue with one of our employees. **What do you dislike about SmartDollar?** I wish there was a way to send monthly campaign emails from the admin to all employees through the group invitiation system, even to already enrolled employees in Smart Dollar. I appreciate having an invitation system that filters our already enrolled users, but wish there was also an option to include already enrolled users to encourage engagement. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is solving financial stress by overcoming debt and that is benefiting us through performance and retention. - [View SmartDollar pricing details and edition comparison](https://www.g2.com/products/smartdollar/reviews?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+01%3A25%3A56+-0500&secure%5Bsession_id%5D=3bf5521a-3f4b-401f-8a0d-124f388d0354&secure%5Btoken%5D=45c587145871856b96e3b569ca050a332ab632a91b13753ed6d4decc2ad4d440&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 ## Top SmartDollar Alternatives - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (639 reviews) - [ZayZoon](https://www.g2.com/products/zayzoon/reviews) - 4.6/5.0 (212 reviews) - [Peanut Butter](https://www.g2.com/products/peanut-butter/reviews) - 4.9/5.0 (132 reviews)