I like using SmartDollar as an employee perk. The tools, especially having searchable podcasts, information, and the budget feature, make it very useful. I've been impressed with the updates and features that have been added over the past couple of years. The initial setup was very easy, and I rate my likelihood to recommend it a 10. I wish more of our employees would take advantage of it. Review collected by and hosted on G2.com.

That it isn't being used by our employees Review collected by and hosted on G2.com.

I am the coordinator of our Wellness Program for our department and I have seen half of our personnel join the program which in turn assisted with their financial needs. I have had nothing but great feedback from our employee users. Review collected by and hosted on G2.com.

From my experience and the people I know that have used it, I have not heard any complaints Review collected by and hosted on G2.com.

What I like best about SmartDollar is how simple and easy it is to use. The SmartDollar platform makes managing my finances feel less stressful because everything I need is in one place and easy to find. The layout is clear, organized, and user-friendly, which makes it easy to stay on track with my financial goals. Review collected by and hosted on G2.com.

Some users have found that setting up their budget can be a little difficult at first. Getting everything entered and organized may take time, especially for those who are new to budgeting or unsure how to categorize their expenses. Review collected by and hosted on G2.com.

I like that fact that it is user friendly. As a manager of the account, I can easily find the information I need to see how our employees are doing. I also really like Every Dollar. It is easy to use as well. Review collected by and hosted on G2.com.

My credit union has trouble staying linked to Every Dollar. I have worked around it but it would be nice if it stayed connected. Review collected by and hosted on G2.com.

It is a great benefit for our employees, whether experienced in budgeting or just starting to budget. So many helpful tools are at your disposal. Even the most experienced and financially savvy person can learn something new and benefit from it. Review collected by and hosted on G2.com.

I have not seen any downside at all thus far. Review collected by and hosted on G2.com.

I’ve really appreciated the benefits offered to our employees. They include 1:1 coaching, video resources, Smart Tax, and will preparation. Review collected by and hosted on G2.com.

There isn’t really anything I dislike, but the website can feel overwhelming. At times, there isn’t a clear “start here” path with step-by-step guidance. I honestly think it would be beneficial to have a more directed flow, like “take this step,” earn points, and use that to help guide what to do next. When there are too many choices, people often don’t choose at all, and that hesitation is something I hear from employees. Review collected by and hosted on G2.com.

The dashboard and tracking features work well for teams, especially the points system. I also like having access to the trainings and the coach. Review collected by and hosted on G2.com.

It is hard to get the team to sign up and get them motivated in the system. I have promotions and Ramsey has promotions but the team does not see the value...yet Review collected by and hosted on G2.com.

I like being able to see how much extra money I have each month, and where I can put it. Review collected by and hosted on G2.com.

Wish it had more AI features. Manually entering things into categories can be annoying sometimes. Review collected by and hosted on G2.com.

I like the learn section. It gives me knowledge that is ready at my fingertips. Review collected by and hosted on G2.com.

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 are not on the forefront of their minds and that is an issue because we pay so much for SmartDollar. Review collected by and hosted on G2.com.

What I like best about SmartDollar is that they offer practical life tools to assist employees with their financial well-being. Their resources are straightforward and genuinely help our team members navigate everyday financial challenges. I also appreciate how easy they are to work with—their process is smooth and responsive, which makes implementation seamless for our organization. An added benefit is that our clients can use their wellness funds to purchase the licenses, making SmartDollar an accessible and valuable resource for companies invested in employee wellness. Review collected by and hosted on G2.com.

There’s nothing I dislike about SmartDollar. Review collected by and hosted on G2.com.