candice b.
CB
candice b.
Human Resource Director
Mid-Market (51-1000 emp.)
"Easy to Use for Everyone on the Team"
5/5
What do you like best about SmartDollar?

The ease of use is particularly helpful, especially for our less tech-savvy employees. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Sometimes when importing from my bank account, it will duplicate items that I have already assigned on my budget and then if I'm not careful, I'll end up doubling up on those transactions by accident. Review collected by and hosted on G2.com.

Ben R.
BR
Ben R.
Owner
Mid-Market (51-1000 emp.)
"EveryDollar and Will Options Make This Platform a Perfect Fit"
5/5
What do you like best about SmartDollar?

My favorite feature is the Everydollar app and the Will option Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Honestly, I can’t think of anything I dislike. The platform meets all my needs and does exactly what I’m looking for. Review collected by and hosted on G2.com.

AN
Annette N.
HR Business Partner
Mid-Market (51-1000 emp.)
"Great Program That’s Easy for Employees to Use"
5/5
What do you like best about SmartDollar?

Dave Ramsay follower since the '90's. Great program. Easy to use for our employees. Frequency of Use Customer Support, Ease of Implementation, Ease of Integration.

Blake Ball is fantastic. Went above and beyond for my employee who paid off his house. Thank you so much. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I think it is a great program overall. Always evolving!!! Review collected by and hosted on G2.com.

JD
Julie D.
Senior Audit Manager
Small-Business (50 or fewer emp.)
"SmartDollar Empowers Every Financial Journey with Tools to Succeed"
5/5
What do you like best about SmartDollar?

SmartDollar provides a wealth of information to employees no matter where they are in their financial journey. From getting out of debt to building wealth, SmartDollar has the tools and resources needed for success! Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Nothing! I love it all! SmarDollar is an amazing program. Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Verified User in Manufacturing
Enterprise (> 1000 emp.)
"SmartDollar Sets You Up for Financial Success"
4/5
What do you like best about SmartDollar?

SmartDollar is a comprehensive financial benefit platform with tools designed to help set you up for financial success, including creating a budget, paying down debt, building an emergency savings fund, and more. It also offers additional resources, such as the mortgage calculator and Mama Bear wills, and has videos and articles to reference. One of my favorite items is Ramsey SmartTax. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

It is not a dislike, but to fully utilize SmartDollar you need to invest time in your account setup. As with any program to fully gain the benefit, you need to spend the time entering your information and updating your progress. Review collected by and hosted on G2.com.

Elizabeth C.
EC
Elizabeth C.
Office Assistant
Small-Business (50 or fewer emp.)
"SmartDollar Makes Tracking Spending and Setting Goals Easy"
5/5
What do you like best about SmartDollar?

How user friendly it is to track spending / set goals. Our sponsor has also been super super helpful when it comes to launching and getting to know SmartDollar. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I don't think there is much I would change. SmartDollar has all of the features I was personally looking for and I know it has helped some of our staff as well. Review collected by and hosted on G2.com.

Maria W.
MW
Maria W.
Benefits Specialist
Mid-Market (51-1000 emp.)
"Excellent services"
4.5/5
What do you like best about SmartDollar?

The budgeting app is very effective and the Tax Filing option has been great for our employees. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

The debt snowball idea doesn't work for everyone. Review collected by and hosted on G2.com.

Verified User in Oil & Energy
AO
Verified User in Oil & Energy
Enterprise (> 1000 emp.)
"EveryDollar Makes Budgeting Easy and Keeps Small Expenses in Check"
5/5
What do you like best about SmartDollar?

I really enjoy the EveryDollar app to help me better budget and keep and eye on my expenses, especially those small ones that add up without me noticing it. The podcast and lesson videos are extremely helpful, as well. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Some of our employees are unable to connect their bank accounts because it is a regional bank in our city, and a fairly popular one. We are working to have the access granted and hope to have that resolved soon. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Verified User in Construction
Mid-Market (51-1000 emp.)
"Free Resources That Get Employees Engaged in Financial Planning"
4.5/5
What do you like best about SmartDollar?

Smart Dollar has many free resources that encourage employees to sign up and take advantage, even if they are not convinced, they want to follow the plan. In our experience, it was a great way to get everyone talking about the product and finances in general. Additionally, the resources provided to email out to employees and hang up around the office are very user-friendly and quick to use. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I do not have anything negative to say about the product. The only complaint I have heard is that you can't attach a credit card to every dollar the same way you can a debit card......but that is sort of the point LOL. Review collected by and hosted on G2.com.

JG
Josiah G.
Irrigation Department Manager
Small-Business (50 or fewer emp.)
"Points System Makes Team Adoption Easy to Track"
5/5
What do you like best about SmartDollar?

The ability to use the points system to confirm that our team is using it Review collected by and hosted on G2.com.

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 when we have been bad at staying on top of it. This is not an easy thing to do Review collected by and hosted on G2.com.