JC
Joseph C.
Early Career Specialist
Small-Business (50 or fewer emp.)
"All-in-One Budget Tracking and Goal Setting with SmartDollar"
5/5
What do you like best about SmartDollar?

I like having all the resources at my disposal from tracking my budget to creating monthly and long-term goals. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Having more suggestions on the SmartDollar website would be helpful. It would be great to see an amount in my budget that would be a "recommended" amount based on my income. Review collected by and hosted on G2.com.

AL
Alli L.
Office Coordinator
Mid-Market (51-1000 emp.)
"Smart Money Tools and Helpful Giveaways"
4/5
What do you like best about SmartDollar?

There are a variety of different things to help you be smarter with your money. Plus the give a ways Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

some videos can be long, and if you don't have a ton of time to watch it all in one sitting it can be hard to get back into it. Review collected by and hosted on G2.com.

SB
Shea B.
CFO
Mid-Market (51-1000 emp.)
"Amazing Setup Support and Free Tax Filing Feature"
5/5
What do you like best about SmartDollar?

Gus was an amazing contact for us and helped us tremendously in set up. It is a great employee benefit and the free tax filing is a great feature Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

We have enjoyed our experience with smart dollar and have not received any negative feedback from our employees. Review collected by and hosted on G2.com.

Verified User in Higher Education
AH
Verified User in Higher Education
Enterprise (> 1000 emp.)
"SmartDollar Employer Review"
5/5
What do you like best 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 desk support. I also appreciate the monthly topics (communication calendar), and that it’s an easy sell to our employees and students. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

There's not much that I dislike - some of the features don't work for our specific organization, but I see that they are beneficial to others. Review collected by and hosted on G2.com.

Verified User in Government Administration
EG
Verified User in Government Administration
Small-Business (50 or fewer emp.)
"The benefits of SmartDollar for our office"
5/5
What do you like best about SmartDollar?

It provides a ton of value for an employee. Ways to get out of debt, save, invest, and has other great tools available. Very motivational, great interface, and helpful content. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

From the backend SmartCenter management side, maybe would be nice to have a better way to push out customized announcements or product highlights directly from the interface, rather than having to download materials and send separately. Review collected by and hosted on G2.com.

JB
John B.
Manager
Small-Business (50 or fewer emp.)
"Easy Setup with Helpful Guidance for Novices"
5/5
What do you like best about SmartDollar?

Easy to use and set up. Lots of helpful content especially for novices. Asks good questions. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Not much content for users who are Baby steps 7 or beyond. The software does not respond well if you have a higher net worth. Review collected by and hosted on G2.com.

Verified User in Manufacturing
AM
Verified User in Manufacturing
Enterprise (> 1000 emp.)
"Great for Self-starter/tech-friendly learners!"
4/5
What do you like best about SmartDollar?

Eye-catching branding, a budgeting app, free tax filing, and will creation. SmartDollar reps have also always been courteous and personable. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

There isn’t an all-inclusive mobile app—only EveryDollar for budgeting. It’s also difficult to keep unmotivated employees engaged, especially since there’s no in-person or traditional classroom learning option. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
UF
Verified User in Food & Beverages
Mid-Market (51-1000 emp.)
"Great motivator, needs improved user-friendly features"
5/5
What do you like best about SmartDollar?

The daily videos and tips are genuinely helpful, and they do a great job of keeping me engaged with the program. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Overall, the program is great, but I do wish the EveryDollar app were easier to navigate and keep up with. I like being able to track my spending against my budget; it just doesn’t feel very user-friendly, and that has discouraged me from using it as much. Review collected by and hosted on G2.com.

William J.
WJ
William J.
CEO
Small-Business (50 or fewer emp.)
"Smart Dollar Helped Our Team Pay Off Debt and Become Better Financial Stewards"
5/5
What do you like best about SmartDollar?

Smart Dollar has been a great resource for helping our team learn how to be good stewards of their finances. Our team has paid off an incredible amount of debt, and I’m confident that wouldn’t have happened without Smart Dollar. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

I don’t really have any dislikes. It does take a good bit of time to set up, but it’s definitely worth the effort. Review collected by and hosted on G2.com.

TA
Tina A.
CAO
Mid-Market (51-1000 emp.)
"Easy, User-Friendly Tool That Clearly Shows Where Your Money Goes"
5/5
What do you like best about SmartDollar?

It is easy and user friendly. When used it truly does show you where your money is going and how to control this. Review collected by and hosted on G2.com.

What do you dislike about SmartDollar?

Sometimes I wish I could give access to all my friends not just my employees. Review collected by and hosted on G2.com.