--- 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. Great Money Saving Tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Trish B. | Human Resources Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** It's user friendly and helps a great deal with budgeting. Lots of education on financial topics! **What do you dislike about SmartDollar?** There is nothing I dislike about Smart Dollar. **What problems is SmartDollar solving and how is that benefiting you?** Where our money is going each month and how to allocate funds more effectively. ### 2. Great resources to learn how to save money, keeping track of spending habits, and get out of debit. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** January 28, 2025 **What do you like best about SmartDollar?** They walk you through a Baby Steps Process that keeps you focus on your goal. Provide great resources. Their employees are very knowledgeable on the product,offers great ideas, and advice. **What do you dislike about SmartDollar?** I haven't come across any dislikes to SmartDollar program. **What problems is SmartDollar solving and how is that benefiting you?** By offering the SmartDollar program to our employees, we are hoping the employees are getting some beneficial information and learning about their spending habits, ways to save money, and not be in debit. For the employees not feel stressed due to a financial burden. ### 3. A Great Benefit to Employees **Rating:** 5.0/5.0 stars **Reviewed by:** Amy L. | Human Resource Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about SmartDollar?** That is meets you where you are so it is so versatile with a large group. This is important to us as we have many employees so all the needs are diffrent. It offers a lot of extras then just classes like private sessions, tax preparation, and wills. It is a great tool to help people grow in their finacial literacy. **What do you dislike about SmartDollar?** Nothing that I can think of at the moment **What problems is SmartDollar solving and how is that benefiting you?** Helped me to priotize my retirement. ### 4. Marriage and Money 101 **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2025 **What do you like best about SmartDollar?** I like that it is user friendly and it sets very clear priorities by using the baby steps. **What do you dislike about SmartDollar?** Some of the videos are very long and sometimes I don't have that much time to commit in one sitting **What problems is SmartDollar solving and how is that benefiting you?** It has helped me set clear priorities. It has also helped talking about money in my marriage comfortable, so my husband and I have common goals. ### 5. Baby Steps to a Successful Future **Rating:** 5.0/5.0 stars **Reviewed by:** Tim S. | Director of Business Management, Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about SmartDollar?** We're just getting started with SmartDollar, but I would have to say the simple steps to financial peace. I also like that we can offer it to our employees at a self-pace to allow them to participate at their convenience. **What do you dislike about SmartDollar?** I haven't found anything to dislike, we've just been working through some firewall issues yet so that everyone can get up and running. **What problems is SmartDollar solving and how is that benefiting you?** Helping our staff have financial wellness, be able to budget both personally and for our agency, and to help our clients manage money. ### 6. Best benefit for employees! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 21, 2025 **What do you like best about SmartDollar?** I love that Smart Dollar gives alternative ways of utilizing money so we are not throwing more money towards fixing a money issue and we gain a skill on how to stretch our money. It is also easy to use with our employees and our representative has so much insight it makes things a lot easier! **What do you dislike about SmartDollar?** I currently do not have anything that I dislike about smart dollar. **What problems is SmartDollar solving and how is that benefiting you?** Helping our employees become debt free so they can spend their paycheck in a way they want to. ### 7. A wife trying to get her husband on board and believe in the Dave Ramsey plan. **Rating:** 5.0/5.0 stars **Reviewed by:** Hannah F. | Administrative, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Content is easy to watch, listen and follow **What do you dislike about SmartDollar?** I haven't used it enough to find anything that I dislike. **What problems is SmartDollar solving and how is that benefiting you?** Taking financial stress off your shoulders, making you a happier person who gets to enjoy more of life. ### 8. SmartDollar is a great service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about SmartDollar?** The amount of features are fantastic. The addition of SmartTax to file taxes free of charge is one of the best features. It is also very user friendly. Customer support is great. **What do you dislike about SmartDollar?** On the administrative side, I think I would like to see maybe some more variety of resources for promoting SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** I haven't used it much outside of the administrative side. But I do plan on using it to get back onto a budget. ### 9. I have really enjoyed using Smart Dollar and sharing it with out team. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Relations | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** The tools and the ability to search through resources for answers to my questions. **What do you dislike about SmartDollar?** I wish there was a bar at the top to show how far I have gone in the total course similar to a school class. This would help me see how far I have gone and how far I still have to go to see all of the videos. **What problems is SmartDollar solving and how is that benefiting you?** It is giving our employees somewhere to go for their financial questions. ### 10. Best thing since sliced bread **Rating:** 5.0/5.0 stars **Reviewed by:** Steve C. | Pastor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** The budgeting tool EveryDollar I like best **What do you dislike about SmartDollar?** I would love to be able to print the budget off my mobile device And would love to see totals for the respective sections **What problems is SmartDollar solving and how is that benefiting you?** Because my employees are learning how to direct their money they don't leave for slightly higher wages somewhere else. ### 11. SmartDollar is a valuable tool to offer employees **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki C. | CFO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about SmartDollar?** System is very easy to use. Provides tons of resources to provide to employee to boost participation. **What do you dislike about SmartDollar?** Getting employees to understand that we don't see any of their financial data. We talk about it and let them know, but sometimes there is uncertainity. Wish there was a way to see what employees were already invitied and just not signed up yet. Don't always recall if I sent the invitation email. **What problems is SmartDollar solving and how is that benefiting you?** Paying down debt and watching frivilous spending by using the budget. ### 12. smart dollar is very helpful for employees to save money and learn about money management **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica R. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** i like all the tools and helpful resources. the website is easy to navigate and the emails are helpful reminders. **What do you dislike about SmartDollar?** i dont have anything i dislike about smart dollar. **What problems is SmartDollar solving and how is that benefiting you?** smart dollar helped me save money to buy a house ### 13. Smart Dollar Saving Money and Providing World Class Service **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle C. | Sr Benefits Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about SmartDollar?** I love SmartDollar the EveryDollar budgeting app, Smart Tax, and amazing videos can't be beat. **What do you dislike about SmartDollar?** I wish the admin portal offered more reporting capabilities. **What problems is SmartDollar solving and how is that benefiting you?** getting our employees on a better financial path. ### 14. Great Employee Financial Wellness Benefit **Rating:** 4.5/5.0 stars **Reviewed by:** Tina B. | Director of Finance & Administration, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** Very practical, specific steps and advice. It is a step-by-step process, so it is not overwhelming. Easy to use software and very easy to implement. **What do you dislike about SmartDollar?** It is a pretty rigid process that everyone may not be comfortable with. **What problems is SmartDollar solving and how is that benefiting you?** We purchase SmartDollar for our employees. We did not previously offer a financial wellness benefit and wanted to do something to help our employees in a tough economy. Employee response has been great and appreciative. It was a great way to show we care about our employees financial wellness. ### 15. Positive experience with Blake **Rating:** 4.0/5.0 stars **Reviewed by:** Elizabeth H. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** SmartDollar is very organized and straightforward about the resources they offer. **What do you dislike about SmartDollar?** Remembering to use it on a more frequent basis. **What problems is SmartDollar solving and how is that benefiting you?** It is allowing our employees that ability to create budgets and be more financially sound. ### 16. SmartDollar is a Smart Move **Rating:** 5.0/5.0 stars **Reviewed by:** Anna L. | Human Resources Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** The product is easy to navigate. Helpful tools. Help videos are short and direct and to the point. **What do you dislike about SmartDollar?** We've been using this feature as a benefit to our employees for two years now, and I can honestly say there is not anything that I dislike. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is helping us to ensure that the employee is knowledgeable about how they spend and save their money. We want our employees to be engaged and if he/she is stressed because of finances, that doesn't make them a good employee. ### 17. Nelson Fabrizius | Sales Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about SmartDollar?** So far, ease of use, and the monthly meetings with Nelson. He is very responsive and prepared for each meeting. He provides templates, and videos to make it so easy to send out communications to our team and post internally to our HRIS platform as well as the newsletter. **What do you dislike about SmartDollar?** I haven 't disliked anything so far. It is great. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is providing us another value add as an Employer. We are working on a better head count with what Nelson has provided us. ### 18. SmartDollar gets me - it's everything I need for my financial journey! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** SmartDollar meets you where you are. Whatever your circumstances, you can find a starting point on this platform and take what is applicable to you. **What do you dislike about SmartDollar?** It doesn't really have a lot of material on single parent households. Though that is not my circumstances, I can see a need for a wider array of perspectives to make things more relatable. **What problems is SmartDollar solving and how is that benefiting you?** It is a great accountability as my spouse and I are working to eliminate our debt. ### 19. SmartDollar is great! **Rating:** 4.5/5.0 stars **Reviewed by:** Rebecca O. | HR Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2025 **What do you like best about SmartDollar?** SmartDollar's customer is service experience is great! We have quarterly check in calls to help us improve employee engagement and see how we are meeting our goals! **What do you dislike about SmartDollar?** There isn't anything to dislike. SmartDollar meets our expectations. **What problems is SmartDollar solving and how is that benefiting you?** Helping employees achieve financial wellness. ### 20. SmartDollar has given our employees the tools and resources to make a difference in their lives. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2025 **What do you like best about SmartDollar?** The calculator tools, the courses, and videos. The website is very intuitive. **What do you dislike about SmartDollar?** As the administrator, I cannot see which specific tools employees have used. We have incentives for using certain parts of the site, but I cannot see what has been used and what has not been **What problems is SmartDollar solving and how is that benefiting you?** It provides simple answers to financial questions that seem vague or gray. SmartDollar has tools and resources that provide common sense approaches and solutions to many of these questions. ### 21. Empowering Our Team with SmartDollar! **Rating:** 5.0/5.0 stars **Reviewed by:** Alice . | H.R., Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Easy to use! Motivational. Great for budget beginners. **What do you dislike about SmartDollar?** Price. It keeps getting more and more expensive and the increase does not seem to be justified. **What problems is SmartDollar solving and how is that benefiting you?** Helping employees understand how to put a budget together ### 22. Excellent Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Arron L. | Human Resources Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** The ease of the system and the valuable information is gives our employees **What do you dislike about SmartDollar?** its hard to get my spanish speaking employees to use it **What problems is SmartDollar solving and how is that benefiting you?** Helping my employes budget and know where their money is going ### 23. Best Vinyl review of Smart Dollar **Rating:** 4.5/5.0 stars **Reviewed by:** Justin C. | VP Finamce, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** great easy to use tools for all types of users **What do you dislike about SmartDollar?** the price tag is too expensive for employees on their own but also a little steep for employers **What problems is SmartDollar solving and how is that benefiting you?** it just helps us help our employees ### 24. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** SmartDollar is user friendly and offers a plethora of resources and tools to best promote employee utilization. It is simple to integrate SmartDollar into our company culture and include it in our benefits package so individuals understand the full scope of the program. **What do you dislike about SmartDollar?** There is nothing about SmartDollar's that I dislike. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar is assisting employees with building their savings, which in turn relieves stress, therefore, increasing productivity and positivity throughout the workplace. ### 25. Our company experience with SmartDollar **Rating:** 4.5/5.0 stars **Reviewed by:** Eric T. | Director of Talent Management, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** It has all of the tools and resources necessary for individuals to make smart choices with their money. Customer Support and in particular Kiesha our Account Administrator was fantastic. **What do you dislike about SmartDollar?** Nothing specific about the program, we probably just did not promote it enough with our employee base **What problems is SmartDollar solving and how is that benefiting you?** We wanted to provide our employees with an additional tool for financial wellness. The principles of this product and the ease of use really sold us. ### 26. Feedback on Smart Dollar **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** The forms, and tutorial videos. It is fairly easy to use. **What do you dislike about SmartDollar?** It takes some time to sync up the information from your bank account with your budgeting. Splitting up credit card charges that fall under different budget accounts. **What problems is SmartDollar solving and how is that benefiting you?** Although I have not had alot of time to stay up with it. I do know the videos I have watched are informative and offer perspectives on changing habits with money management. ### 27. Important Employee Wellness Benefit **Rating:** 5.0/5.0 stars **Reviewed by:** DAN C. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** January 17, 2025 **What do you like best about SmartDollar?** SmartDollar takes the Dave Ramsey principles and introduces it to your employees. I wish more people would take advantage of this program to improve financial literacy and wellness. **What do you dislike about SmartDollar?** Please keep improving the strategies to entice people to participate. **What problems is SmartDollar solving and how is that benefiting you?** Improving financial wellness by using the ramsey principles. ### 28. Great Financial Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Warehousing | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** SmartDollar is an excellent program for debt elimination and financial discipline, especially if your employer provides it for free. It offers simple, effective tools and educational content based on Dave Ramsey’s debt-free philosophy. Can be a great tool for financial wellness. Customer support on the employer side is fantastic. **What do you dislike about SmartDollar?** SmartDollar provides one on one financial coaching, however my employees have indicated there can be wait times up to a month. This is only one small part of the program, and there are many educational videos to learn from. **What problems is SmartDollar solving and how is that benefiting you?** Educating our employees on creating budgets, debt solutions, and saving for a whole financial wellness picture. This helps reduce financial stress. ### 29. We love smart dollar. It has many features that make life so much easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** The number of features offered. The will and power of attorney is an amazing feature. **What do you dislike about SmartDollar?** I would recommend more flyers/handouts we can give to our team. We post them on our team board, we like switiching them out once or twice a month. **What problems is SmartDollar solving and how is that benefiting you?** Smart Dollar is helping me save back money for emergency funds. It's also preparing me for the mortgage I will soon have on a house and showing me that I do not have to work just to pay a mortgage. I will be able to still enjoy life and have a house of my own without being stucked into something I cannot afford. ### 30. A huge benefit for our team. **Rating:** 5.0/5.0 stars **Reviewed by:** Derek A. | Owner/operator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Tax feature has been most popular with our team. **What do you dislike about SmartDollar?** I cannot think of anything I dislike currently. **What problems is SmartDollar solving and how is that benefiting you?** Tax preparation, budgeting help, and knowledge about finances they don't teach you in school. ### 31. Smart Dollar is great resource! **Rating:** 5.0/5.0 stars **Reviewed by:** Connie F. | VP of Business and HR, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2025 **What do you like best about SmartDollar?** It is go at your own pace. We have a Relationship Manager who can help the sposnosr help our team. The program has helped our team be good stewards of their finances. Several employees are now debt-free, and I attribute this to the teachings and principles of the Smart Dollar program. **What do you dislike about SmartDollar?** There is nothing that I dislike about the program. **What problems is SmartDollar solving and how is that benefiting you?** Helping our team achieve financial freedom from debt allows them to be focused at work instead of worrying about money. ### 32. One of the best investments for the improvement of life for my employees! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin M. | Owner Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about SmartDollar?** Super easy to use. Great videos!!! Love Every Dollar! One on one coaching is fantastic. **What do you dislike about SmartDollar?** Some videos are too long. This generation like small bites.... **What problems is SmartDollar solving and how is that benefiting you?** Remove debt, build savings, daily budget ### 33. SmartDollar, promoting wellness beyond the gym **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** I decided to get started with SmartDollar to help my employees find wellness within their own personal financial journey. Healthy, happy employees are their best selves both at home and at work. I am glad that it has a feature to automatically emial reminders employees that this benefit is available to them. **What do you dislike about SmartDollar?** I don't really find a downside to SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** Helping employees find financial peace/freedom will help them become more productive. ### 34. Outstanding **Rating:** 4.5/5.0 stars **Reviewed by:** Steven M. | Firm Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2025 **What do you like best about SmartDollar?** Being able to track my employee's progress **What do you dislike about SmartDollar?** They are great nothing at this time. Thank you. **What problems is SmartDollar solving and how is that benefiting you?** Some of our folks need help with budgeting and it is helping them greatly. ### 35. Great experience so far! **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry P. | Owner and Stylist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** The support has been amazing!From the sales team to the Caleb who is our go-to guy, it's been a very positive experience thus far! **What do you dislike about SmartDollar?** I haven't discovered any dislikes as yet! **What problems is SmartDollar solving and how is that benefiting you?** Helping my team understand money, pay down debt and save for their future. ### 36. SmartDollar helps all our employees build a better life. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** February 21, 2025 **What do you like best about SmartDollar?** I like that we have access to Everydollar for budgeting. I also like that we can file our income taxes for free through SmartTax. **What do you dislike about SmartDollar?** I do not like that there aren't enough promotional videos to send via text or social media. Also that there isn't enough Spanish language content. **What problems is SmartDollar solving and how is that benefiting you?** SmartDollar makes it easy to provide tools for our employees to achieve their financial goals. ### 37. KEY TO FINANCIAL WELLNESS **Rating:** 4.5/5.0 stars **Reviewed by:** Amy M. | Benefits Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** SmartDollar is an easy to use tool to help you achieve your goals The Customer Support is amazing. There are so many features available in SmartDollar. **What do you dislike about SmartDollar?** I do not have any issues with SmartDollar **What problems is SmartDollar solving and how is that benefiting you?** They are offering free products along with the great service ### 38. Excellent Experience **Rating:** 5.0/5.0 stars **Reviewed by:** georgianne m. | HR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2025 **What do you like best about SmartDollar?** Easy platform, lots of resources and easy to use tools **What do you dislike about SmartDollar?** My bank does not connect to Every Dollar which requires me to input all transactions **What problems is SmartDollar solving and how is that benefiting you?** A clear picture of my progress - gives motivation to continue this path ### 39. Easy to use and very helpful information. **Rating:** 4.0/5.0 stars **Reviewed by:** Diana B. | HR Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** The simplicity of the program and the how easy the website is to use. **What do you dislike about SmartDollar?** Finding time for me is the hardest part. **What problems is SmartDollar solving and how is that benefiting you?** It is helping me budget better for my future. ### 40. One year trial for 25 employees **Rating:** 4.5/5.0 stars **Reviewed by:** Bryan U. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** Everything was organized in a dashboard and easy to find. **What do you dislike about SmartDollar?** Unable to lead an FPU class with participants of SmartDollar. **What problems is SmartDollar solving and how is that benefiting you?** Engaging employees after an FPU class. ### 41. Best tool to multiply benefits! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2025 **What do you like best about SmartDollar?** This user friendly platform provides a great blend of personalized, confidential services while still maintaining great overall visibility and management from the account dashboard. **What do you dislike about SmartDollar?** No complaints here! Every team member who tried the platform found it helpful. **What problems is SmartDollar solving and how is that benefiting you?** This user-friendly platform is the best way to help every team member meet their unique financial goals. For struggling team members living paycheck to paycheck, this tool could truly be lifechanging. The resources available multiply the effectiveness of every other benefit offered through the company, including Roth/traditional 401k participation, health savings accounts, and more. Additionally, every team member who becomes more fiscally conscious will help the company overall become more budget-minded and financially successful. Truly a win-win all the way around! ### 42. Great resource that we use as a benefit for our employees: a part of our financial wellness program. **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis M. | Firm Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about SmartDollar?** Monthly budgeting tool, Debt snowball idea, and being able to type out questions and getting directed to several short (3 minutes) videos- **What do you dislike about SmartDollar?** prices went up significantly to a point where we will not be able to provide this benefit in the near future. **What problems is SmartDollar solving and how is that benefiting you?** Education and budgeting for folks. Self-paced, informative, thought provoking. even our Retirement Fund providers are in tune with what SmartDollar advises in Baby Step 4. ### 43. Great benefit for employees **Rating:** 5.0/5.0 stars **Reviewed by:** stephanie l. | HR Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about SmartDollar?** Promotional material available to give to employees **What do you dislike about SmartDollar?** have to send out the information, which if you enter folks emails in it would automatically send them monthly updates **What problems is SmartDollar solving and how is that benefiting you?** retain employees ### 44. Love the Ramsey program, and want to share it with our staff! **Rating:** 4.5/5.0 stars **Reviewed by:** Rhonda H. | Admin / HR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2025 **What do you like best about SmartDollar?** It speaks to people at many levels of their financial journey. **What do you dislike about SmartDollar?** It is painstaking to log every transaction, but it is the only way to really have control. **What problems is SmartDollar solving and how is that benefiting you?** Staff asking for advances on pay, and not able or mature enough to handle their growing wealth. It is helpful to have a place to direct them that addresses their root spending problems, instead of feeding the habits or encouraging dependence. ### 45. Smart Dollar For Company **Rating:** 5.0/5.0 stars **Reviewed by:** Marissa C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2025 **What do you like best about SmartDollar?** The value it provides for the cost that it is. **What do you dislike about SmartDollar?** Cannot think of anything at the moment.. **What problems is SmartDollar solving and how is that benefiting you?** Providing financial tools and education for our employees so that they cn thrive in all aspects fo their life. ### 46. This will help my wife and I work together on creating a budget and planning for retirement. **Rating:** 5.0/5.0 stars **Reviewed by:** Juan R. | Rental Department Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 31, 2025 **What do you like best about SmartDollar?** Seems like an easy way to organize money and being assigned just one coach. **What do you dislike about SmartDollar?** A lot of steps setting up account, but I understand it is necessary. **What problems is SmartDollar solving and how is that benefiting you?** I have never had a physical budget before. ### 47. Excellent financial wellness program! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about SmartDollar?** SmartDollar provides easy-to-follow steps for managing money with engaging content and actionable advice. It offers a wealth of simple-to-use tools to support our journey to financial freedom. Caleb Adams, our account manager, goes above and beyond to support our company. **What do you dislike about SmartDollar?** Lack of customizable reporting in SmartCenter **What problems is SmartDollar solving and how is that benefiting you?** Everydollar app is a wonderful tool that helps us track every penny we spend and making our goals easier to manage. ### 48. SmartDollar - So many tools & such great service! **Rating:** 5.0/5.0 stars **Reviewed by:** Siera B. | Human Resources Generalist, Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2025 **What do you like best about SmartDollar?** The endless amount of tools/uses! Customer Service is superb! **What do you dislike about SmartDollar?** Nothing! I have no complaints and I have had no bad experiences! **What problems is SmartDollar solving and how is that benefiting you?** Providing our employees with more ways to save and different tools to use for everyday financial needs. ### 49. SmartDollar provides very practical and helpful tools for our team. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason F. | Assistant Director, Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2025 **What do you like best about SmartDollar?** SmartDollar was very user friendly and at the same time provided some great financial tools that were practical for every day life. **What do you dislike about SmartDollar?** The only downside we found to SmartDollar was in getting our staff to take advantage of all the amazing tools that SmartDollar has to offer. It required a level of comittment that was sometimes hard to attain. **What problems is SmartDollar solving and how is that benefiting you?** Our staff mentioned the desire to get out of debt, start saving and preparing for their future. ### 50. Excellent Financial Wellness Tool to support people during each stage of their lives **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Defense & Space | Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2025 **What do you like best about SmartDollar?** SmartDollar provides valuable tool, education and insights to help people better manage their finances, focus on near-term obstacles and long-term goals. **What do you dislike about SmartDollar?** Nothing really to dislike - while some people might not require their services, for those that utilize SmartDollar, they are avid fans. **What problems is SmartDollar solving and how is that benefiting you?** Provides access to tools, services and education that assists our personnel to support their financial needs throughout their life cycle. - [View SmartDollar pricing details and edition comparison](https://www.g2.com/products/smartdollar/reviews?page=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+04%3A14%3A29+-0500&secure%5Bsession_id%5D=5fccbd8b-6fdc-4740-bfd1-a70ab39e6586&secure%5Btoken%5D=49e6402a754fac30af70b74e3551e7dbcab2abd6e7d1a1ebbea183377fe025cf&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 (660 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)