AK
Amber K.
Communications & Technology Bureau Manager
Mid-Market (51-1000 emp.)
"Powerful Goal Tracking and Estate Planning Tools"
5/5
What do you like best about SmartDollar?

Will and Power of Attorney, goal tracking Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

That it is only available to a user if the company pays for licenses. Would love if it was available to the every day user. Review collected by and hosted on G2.com.

Chad A.
CA
Chad A.
School Principal, District Wellness Coordinator
Mid-Market (51-1000 emp.)
"Take Money Stress Out of the Equation"
5/5
What do you like best about SmartDollar?

SmartDollar is a turn-key wellness benefit program that helps your team tackle personal financial needs to help reduce workplace stress. SmartDollar provides supurb customer service to assist users if they should encounter questions. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

SmartDollar requires some attention to ensure that personel are aware of the benefits. Review collected by and hosted on G2.com.

DonnaSue E.
DE
DonnaSue E.
CHRO
Small-Business (50 or fewer emp.)
"All-in-One Cash Flow Tracking With Excellent Staff Resources"
5/5
What do you like best about SmartDollar?

I like being able to keep track of cash flow, and I also appreciate the incredible resources available to staff. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

It’s hard to find a downside. It has everything I need to get my financial affairs in order, and it covers all the essentials in one place. Review collected by and hosted on G2.com.

Verified User in Architecture & Planning
UA
Verified User in Architecture & Planning
Mid-Market (51-1000 emp.)
"SmartDollar Makes Personal Finance Simple with Clear, Step-by-Step Guidance"
5/5
What do you like best about SmartDollar?

What I appreciate about SmartDollar is that it makes personal finance simple and practical. It gives employees a clear step-by-step plan for budgeting, paying off debt, and building savings while keeping the material easy to understand. It’s especially helpful for people who were never taught these skills and want a straightforward way to improve their financial habits. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Engagement can be hit or miss

Even when companies offer it as a benefit, not all employees take advantage of the program or stick with it long enough to see results. Review collected by and hosted on G2.com.

SF
Shelly F.
Accounts payable/ Owner
Small-Business (50 or fewer emp.)
"Helping people to help themselves."
5/5
What do you like best about SmartDollar?

The budget app part. It really helps with everyday life. The videos are a good fall back. Enjoy being able to have all that information in one spot Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I don’t like the emails always asking to create an account. Like here activate your account and everyone I send the email to has an account. The emails need to be more about the services then just activating the account Review collected by and hosted on G2.com.

Amanda H.
AH
Amanda H.
Office Administrator
Small-Business (50 or fewer emp.)
"Track Everything in One Place and See Your Progress Clearly"
5/5
What do you like best about SmartDollar?

I like that you can track everything all in one place and you can see your progress and where you need to improve. I like that there is someone you can see and talk to from smart dollar. Our rep is calen Adams and he is always prompt to follow up and follow through. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I don't have any negatives at this time. Review collected by and hosted on G2.com.

Verified User in Environmental Services
EE
Verified User in Environmental Services
Mid-Market (51-1000 emp.)
"SmartDollar Builds Strong Financial Skills for Our Team"
5/5
What do you like best about SmartDollar?

I believe my employees managing their time and their money well becomes the largest impact they can make in their lives and the lives of others. SmartDollar helps to develop financial skills in the men and women that I love and have a duty to serve. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I have a largely Latino workforce, many of whom did got get a full education. Basic money sense set aside, even reading or some elements of technology can be a challenge for us to empower them. Meeting these folks where they are at could improve retention with the tools and impact in their lives and that of their loved ones. Review collected by and hosted on G2.com.

Tony S.
TS
Tony S.
COO
Small-Business (50 or fewer emp.)
"SmartDollar & Ramsey are the best!"
5/5
What do you like best about SmartDollar?

They're amazing to work with and change lives in a positive way everyday! This plan has changed our employees daily lives and kept them at our company much longer. Caleb is GREAT to work with! Looking forward to many more years with SmartDollar! Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Absolutley nothing! They have been great with no issues. Review collected by and hosted on G2.com.

PK
Pamela K.
Office Manager/Human Resources
Small-Business (50 or fewer emp.)
"User-Friendly Step-by-Step Guidance That Keeps Me on Track"
5/5
What do you like best about SmartDollar?

The step-by step guidance is very user friendly and helps keep you on tract. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I don't go into SmartDollar daily. I should if I am going to make true progress, but I don't have the time. Review collected by and hosted on G2.com.

ML
Makayla L.
Executive Assistant
Small-Business (50 or fewer emp.)
"Clear Progress Tracking and a Budgeting Tool I Really Enjoy"
4.5/5
What do you like best about SmartDollar?

I love being able to see which "step" you are on and the visuals that show your progress. I also really like the budget. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I dont really know that there is a down side. Maybe the cost, but gratefully Smart Dollar is a benefit where I am employed. Review collected by and hosted on G2.com.