--- 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 Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find SmartDollar to be incredibly **easy to use** , enhancing organization and accessibility of financial resources. [(206 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1977075&qs=pros-and-cons#reviews)

Users value the **extensive resources** offered by SmartDollar, enhancing their financial success with educational tools and support. [(182 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000028&qs=pros-and-cons#reviews)

Users love the **abundant educational resources** of SmartDollar, making it easy to improve financial habits and support employees. [(128 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999992&qs=pros-and-cons#reviews)

Users commend the **amazing customer support** of SmartDollar, highlighting helpfulness and responsiveness from the team. [(93 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999988&qs=pros-and-cons#reviews)

Users value the **employee benefits** of SmartDollar, highlighting its positive impact on financial wellness and team success. [(84 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000013&qs=pros-and-cons#reviews)

Users find the **limited customization** of SmartDollar makes it challenging to tailor the app to their personal financial needs. [(27 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000006&qs=pros-and-cons#reviews)

Users find the **high fees** of SmartDollar concerning, affecting its accessibility and overall value for employees. [(16 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999979&qs=pros-and-cons#reviews)

Users find the **manual processes** time-consuming and overwhelming, especially when balancing busy schedules. [(12 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999985&qs=pros-and-cons#reviews)

Users find **accountability and pricing issues** with SmartDollar, impacting their overall experience and effectiveness. [(11 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000019&qs=pros-and-cons#reviews)

Users experience **technical problems** with SmartDollar, including duplicated transactions and difficulties in budgeting functionality. [(11 mentions)](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2023219&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of SmartDollar

##### 1. Ease of Use

Users find SmartDollar to be incredibly **easy to use** , enhancing organization and accessibility of financial resources.
[
See 206 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1977075&qs=pros-and-cons#reviews)

See Related User Reviews

TM

Trent M.

Mid-Market (51-1000 emp.)

5.0/5

"If you want control of your finances, this is the right solution!"

What do you like about SmartDollar?

Smart Dollar gives me all the tools that I could ever need and want to truly take control. The tools are easy to use. It's fun to see your debt shrink

JR

Janet R.

Small-Business (50 or fewer emp.)

4.5/5

"SmartDollar - great benefit for our employees"

What do you like about SmartDollar?

SmarDollar is easy for our employees to use, and many have found it helpful in their financial planning. Our customer representative, Russ, engages re

##### 2. Helpful

Users value the **extensive resources** offered by SmartDollar, enhancing their financial success with educational tools and support.
[
See 182 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000028&qs=pros-and-cons#reviews)

See Related User Reviews

JR

Janet R.

Small-Business (50 or fewer emp.)

4.5/5

"SmartDollar - great benefit for our employees"

What do you like about SmartDollar?

SmarDollar is easy for our employees to use, and many have found it helpful in their financial planning. Our customer representative, Russ, engages re

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Enterprise (\> 1000 emp.)

5.0/5

"SmartDollar Employer Review"

What do you like about SmartDollar?

Things I like about SmartDollar include being able to check our numbers at any time, the platform’s ease of use, the coaching sessions, and the help d

##### 3. Educational Resources

Users love the **abundant educational resources** of SmartDollar, making it easy to improve financial habits and support employees.
[
See 128 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999992&qs=pros-and-cons#reviews)

See Related User Reviews

MK

Matt K.

Enterprise (\> 1000 emp.)

5.0/5

"SmartDollar is an incredible resource!"

What do you like about SmartDollar?

The most helpful thing is the totality of resources. You have access to so many incredible resources from budgeting tools and info to videos and artic

JH

Jennifer H.

Enterprise (\> 1000 emp.)

5.0/5

"A valuable resource for everyone who wants to meet their financial goals"

What do you like about SmartDollar?

I really appreciate the added tools, like being able to file taxes for free and create a will. I also love that it includes the premium version of Eve

##### 4. Customer Support

Users commend the **amazing customer support** of SmartDollar, highlighting helpfulness and responsiveness from the team.
[
See 93 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999988&qs=pros-and-cons#reviews)

See Related User Reviews

TM

Trent M.

Mid-Market (51-1000 emp.)

5.0/5

"If you want control of your finances, this is the right solution!"

What do you like about SmartDollar?

Smart Dollar gives me all the tools that I could ever need and want to truly take control. The tools are easy to use. It's fun to see your debt shrink

JR

Janet R.

Small-Business (50 or fewer emp.)

4.5/5

"SmartDollar - great benefit for our employees"

What do you like about SmartDollar?

SmarDollar is easy for our employees to use, and many have found it helpful in their financial planning. Our customer representative, Russ, engages re

##### 5. Employee Benefits

Users value the **employee benefits** of SmartDollar, highlighting its positive impact on financial wellness and team success.
[
See 84 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000013&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Lisa L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lisa L.")
LL

Lisa L.

Enterprise (\> 1000 emp.)

5.0/5

"Financial Wellness"

What do you like about SmartDollar?

SmartDollar is easy to use and easy to understand.

 ![Ashley S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Ashley S.")
AS

Ashley S.

Small-Business (50 or fewer emp.)

5.0/5

"Improves Employee Financial Health—and Strengthens the Company"

What do you like about SmartDollar?

From an employer point of view: Simply put, when we provide to our employees a FREE tool that can improve their financial health, the employees are

### 5 Cons or Disadvantages of SmartDollar

##### 1. Limited Customization

Users find the **limited customization** of SmartDollar makes it challenging to tailor the app to their personal financial needs.
[
See 27 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000006&qs=pros-and-cons#reviews)

See Related User Reviews

JL

Jose L.

Small-Business (50 or fewer emp.)

5.0/5

"Step-by-Step Plan That Puts Your Finances in Order"

What do you dislike about SmartDollar?

Budget App to complex, can be made less.

JG

Josiah G.

Small-Business (50 or fewer emp.)

5.0/5

"Points System Makes Team Adoption Easy to Track"

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 wh

##### 2. High Fees

Users find the **high fees** of SmartDollar concerning, affecting its accessibility and overall value for employees.
[
See 16 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999979&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
E

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"SmartDollar for Business Review"

What do you dislike about SmartDollar?

Well, it's expensive...but our team's success stories make the investment worth the cost.

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
A

Verified User

Mid-Market (51-1000 emp.)

3.0/5

"Great Learn Section, But Hard to Get Employees Engaged"

What do you dislike about SmartDollar?

I think it is a hard benefit to push out to employees. I enjoy the app but I can not make others enjoy it as much as I do. It seems that financials ar

##### 3. Manual Processes

Users find the **manual processes** time-consuming and overwhelming, especially when balancing busy schedules.
[
See 12 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=1999985&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
E

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"SmartDollar is transformative!"

What do you dislike about SmartDollar?

Some staff have expressed concerns about sharing perosnal, financial informaiton on the interenet, despite being assured of the security of the data.

 ![Kelly M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kelly M.")
KM

Kelly M.

Small-Business (50 or fewer emp.)

5.0/5

"Excellent Budgeting Tool with Valuable Financial Education"

What do you dislike about SmartDollar?

Having to create the budget every month at the beginning of each month.

##### 4. Payroll Issues

Users find **accountability and pricing issues** with SmartDollar, impacting their overall experience and effectiveness.
[
See 11 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2000019&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Nathan R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan R.")
NR

Nathan R.

Small-Business (50 or fewer emp.)

5.0/5

"Financial Confidence For Our Employees"

What do you dislike about SmartDollar?

In our expierence, the only downside of SmartDollar has been the difficulty we have had in getting our team to engage in coaching sessions. On one han

MC

Maria C.

Mid-Market (51-1000 emp.)

5.0/5

"Blake Ball + SmartDollar Review"

What do you dislike about SmartDollar?

The downsides is that members can get points and rank up in the company standings by watching videos and not actually paying down debt. Wish there was

##### 5. Technical Problems

Users experience **technical problems** with SmartDollar, including duplicated transactions and difficulties in budgeting functionality.
[
See 11 mentions
](https://www.g2.com/products/smartdollar/reviews?filters%5Bsentiment_snippet%5D=2023219&qs=pros-and-cons#reviews)

See Related User Reviews

KC

Kailey C.

Small-Business (50 or fewer emp.)

4.0/5

"Feature-Rich, Intuitive Layout with Easy Admin-to-User View Toggling"

What do you dislike about SmartDollar?

I tried to use the SmartTax feature once and it gave me a very poor return so I re-did it all on TurboTax and got a $2k+ difference in my favor. Not s

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Mid-Market (51-1000 emp.)

4.0/5

"Its a good product with easy to use features and intuitively set-up"

What do you dislike about SmartDollar?

The connection to my bank needs reset once every other month or so.

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Small-Business (50 or fewer emp.)

2/20/2026

"EveryDollar and SmartTax: Great Tools for Financial Help"

4.5/5

What do you like best about SmartDollar?

EveryDollar budgeting and SmartTax. This gives people a great tool, and a "free" service to help them financially. The product support I have received has been good. Though we are just getting started the program has been easy to implement thus far with our team. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

As being one of the Admin's for SmartDollar for our company, I have had several people have issues with logging in, and it does not see intuitive to them how to get it remedied so they can access SmartDollar. Just been a few of our employees having that issue though. Review collected by and hosted on G2.com.

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

It is giving us a way to help empower everyone on our team. Giving them the free tools to take control of their finances, and the goal is, that in return they are less stressed and can focus more on work while at work. Review collected by and hosted on G2.com.

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Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-12388752/official_response/edit)

Thank you for flagging this! Employees can use the 'Forgot Password' link on the login page, or your relationship manager can resend invitation emails directly from the admin dashboard. If a few employees are consistently running into trouble, reach out to smartdollar.help@ramseysolutions.com and we can work through it with you. We don't want anything getting in the way of your team accessing the program.

Current UserValidated ReviewerSource: Organic

 ![Alex W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Alex W.")
AW

Alex W.

Director of HR and Recruiting

Mid-Market (51-1000 emp.)

1/16/2025

"User Friendly, Helpful, and the Reps ROCK"

5/5

What do you like best about SmartDollar?

The ease of access and use is something that's very helpful when trying something new that you may not understand. The knowledge you receive is tremendous, and the videos are easy to understand and gain insight on. I especially like that I can type in specific financial insight I'm looking for, like "Saving for College," and videos will pop up for me to listen to. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Can't think of any that I honestly can say I dislike. Review collected by and hosted on G2.com.

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

The idea of money management is hard for me to comprehend, so it's very good to have access to the financial literacy! Review collected by and hosted on G2.com.

Show More

2/26/2026
Current UserValidated ReviewerSource: Organic

 ![Dr. Patrick F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dr. Patrick F.")
DF

Dr. Patrick F.

Chairman of the Board

Small-Business (50 or fewer emp.)

2/4/2025

"Extremely happy with Russ and Smart Money"

5/5

What do you like best about SmartDollar?

I love that it integrates with my banking institutions, helps in creating a budget and is user friendly Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Nothing. Smart Dollar is well thought out. Review collected by and hosted on G2.com.

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

We are using Smart Dollar for our employees and ourselves. We found that many of them were struggling with making sound financial decisions at home. They were creating unnecessary stress in their lives because they were living beyond their means. They are making good money but spending without an understanding of what they had available to spend. Those poor decisions were resulting in distractions at work, anxiety around money, and a general sense of fear of the future when it came to being in debt. We believe that if we can grow our team personally and professionally we will have made an impact for them and their families for the rest of their lives. Review collected by and hosted on G2.com.

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2/17/2026
Validated ReviewerSource: Organic

NM

Nichole M.

General Manager

Small-Business (50 or fewer emp.)

2/18/2026

"Practical, Personalized Financial Education at Your Fingertips"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Show More

Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-12377982/official_response/edit)

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.

Validated ReviewerSource: Organic

KT

Kira T.

Admin Assistant

Mid-Market (51-1000 emp.)

2/26/2026

"SmartDollar Budgeting Keeps Us on Track Every Month"

5/5

What do you like best about SmartDollar?

I really enjoy the budgeting part of SmartDollar. It helps keep everything on track each month. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I have not found anything that I dislike about the website yet. Review collected by and hosted on G2.com.

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

SmartDollar is helping solve my problem by giving me a clearer, more organized view of my finances. Instead of guessing where my money goes each month, the tool automatically tracks my income and expenses, groups them into categories, and highlights where I might be overspending. It also helps me set realistic financial goals—like saving, paying down debt, or planning for future expenses—and shows my progress along the way. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Matthew N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Matthew N.")
MN

Matthew N.

Owner

Small-Business (50 or fewer emp.)

2/26/2026

"Empowering Support and Education That Drives Financial Progress"

5/5

What do you like best about SmartDollar?

The support, education and empowerment it can give our team to move toward margin and progress in their financial lives. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

No downside per se unless team refuses to utilize. Review collected by and hosted on G2.com.

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

Many people are in near constant financial stress. Employees need income from work and jobs where they can grow/contribute. Best outcome is support for team growth beyond paycheck that can benefit both employer and employee - improvement for financial life of employee and feeling like they are making progress toward financial goals, and employer gets an employee with better ability to focus and hopefully lead to engagement. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

NA

Nicholas A.

Technical Director

Small-Business (50 or fewer emp.)

2/26/2026

"Bitter / Sweet"

2.5/5

What do you like best about SmartDollar?

I love the features that it offers. Most used items include budgeting, future planning, the baby steps, Smart Tax, the will, and the learning videos are great. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Our rep Gus! He is impossible to get a hold of! I have tried many many times to get ahold of him through email, phone, and the form on the smart center page. Absolutely no replies... He has also made promises that he didn't follow through with! Not impressed. Huge disappointment... Review collected by and hosted on G2.com.

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

Love the the product of smart dollar in helping our staff get a top of there personal finances. Review collected by and hosted on G2.com.

Show More

Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-12411200/official_response/edit)

Hi Nicholas, thank you for reaching out and taking the time to share this with us. We’re sorry this has been your experience. This isn’t the standard we hold ourselves to, and we’d like the chance to make it right. The issue has been raised and is being handled appropriately. If you’d like to talk this through further, please email our team directly at smartdollar.help@ramseysolutions.com. Again, thank you for letting us know.

Current UserValidated ReviewerSource: Organic

 ![Rick W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rick W.")
RW

Rick W.

Leader of Finance and Team Member Experience

Mid-Market (51-1000 emp.)

1/16/2025

"A great program to add value for your Team Members. A benefit that provides a greater return for them."

5/5

What do you like best about SmartDollar?

The amount of resources, tools, short lessons, longer programs, links to trusted pros and companies. Not only do they lay out the steps, they give you the tools and resources you need to follow the steps with success. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Communicating to Team Members within SmartDollar isn't possible. Like FPU, you can send communication just to the class. That function isn't available. Review collected by and hosted on G2.com.

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

Personally, I have been on Ramsey + 4 years. As a business, I want to provide my team with the knowledge, tools and resources to propery handle their money. Review collected by and hosted on G2.com.

Show More

Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-10741337/official_response/edit)

Hi Rick, thank you for this suggestion! You're right that direct in-platform messaging isn't currently available in SmartDollar the same way it is in FPU. We’ll pass this feature idea along to our product team. It’s a good one! In the meantime, your relationship manager can provide employer communication templates, email campaigns and digital assets you can send to employees directly. Many employers find a monthly or quarterly financial wellness reminder goes a long way.

3/11/2026
Current UserValidated ReviewerSource: Organic

RH

Regan H.

HR Coordinator

Small-Business (50 or fewer emp.)

2/16/2026

"Simple to Use and Mostly Intuitive Budgeting"

4/5

What do you like best about SmartDollar?

How simple the platform is to use, everything makes sense (mostly)! Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I am new so I may be misunderstanding but - the only feature I don't truly understand in the "Budgets" feature, why does it reset monthly? I want to make a consistent budget that I don't have to start from scratch over every month (again I am new so maybe I am not there yet but I just want it to save my progress as I move forward. Review collected by and hosted on G2.com.

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

Thinking & seeing my financials is great, I feel more secure and have better peace of mind organizing my things. Review collected by and hosted on G2.com.

Show More

Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-12368051/official_response/edit)

Hi Regan, great question! EveryDollar uses zero-based budgeting, which means you give every dollar a job at the start of each month. The good news: Your budget categories and planned amounts carry over automatically each month, only the transactions reset so you're working with a clean slate. You should only need to adjust amounts when something changes. If it feels like you're rebuilding from scratch every time, reach out to smartdollar.help@ramseysolutions.com and we'll make sure your budget is set up to roll over correctly.

Current UserValidated ReviewerSource: Organic

RT

Raquel T.

HR Director

Mid-Market (51-1000 emp.)

2/20/2026

"Easy-to-Follow Trainings and a Helpful Resource at Every Stage"

5/5

What do you like best about SmartDollar?

I love the trainings, the steps it gives you that are easy to follow, and that it can be a resource for people in various stages of their journey. I also LOVe the customer support. We love the care and attention to detail no matter how big or small our issues have been. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

EveryDollar works well for tracking expenses, but I’ve found savings buckets harder to manage. It takes time to set up and understand, while YNAB feels more intuitive for savings goals. Review collected by and hosted on G2.com.

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

For me, I am able to make sure I am reaching my goals. I finally stopped putting off shopping for new insurance and received new auto and home insurance to save money. I also was able to start a will, hoping to finish that as well. So the resources are great! Review collected by and hosted on G2.com.

Show More

Response from Paula of SmartDollar

[Editedit](https://www.g2.com/survey_responses/smartdollar-review-12388785/official_response/edit)

Hi Raquel, thank you for reaching out and sharing this feedback. We know the up-front setup for savings goals can feel like extra friction. But once they’re up and running, they sync with your EveryDollar budget and update automatically each month. Our coaches would love to walk you through it. You can book a session right from the Coaching tab in SmartDollar.

Validated ReviewerSource: Organic

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Peanut Butter

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