There’s a new personal finance tool on the market, and it’s giving Mint a run for its money. CountAbout (countabout.com) not only lets you to keep track of your spending, categorize transactions, and create and manage your budget, it also lets you migrate your Quicken and Mint data and automatically syncs your old and new financial information from your desktop or any mobile device. Sounds like a dream come true? Read on for everything you need to know about CountAbout.
How Countabout Works
After you sign up with CountAbout, you’ll want to go to the site’s “Transactions” tab. This is where you’ll set up your account as well as add, categorize and flag transactions. Beyond that, you can also create and edit budgets, run reports and manage recurring transactions.
Your CountAbout account registers reflect all of the transactions you’ve entered, not just the ones that have been cleared by the bank, giving you up-to-date information of your financial status.
Quicken & Mint
You’ll get a quick visual sense of where you’re spending your money, and whether or not you’re sticking to your budget, with CountAbout’s user-friendly graphics.
CountAbout lets you take budgeting control, allowing you to customize almost every field, function and report option. You can name every income and spending tag or category, as well as add, delete, merge or rename as you wish.
You’ll also have the ability to incorporate various payments – including recurring ones – into your budget, track your remaining budget and record outgoing payments. CountAbout will even generate a copy of the budget for future months.
This is another area where CountAbout shines. You’ll get accurate, detailed reports of all account activity with different reporting options to choose from, including account balances, category activity, compounds, tag activities and more.
As mentioned before, it’s all customizable. All you have to do is select which fields you want to include and filter out the stuff you don’t want to see. You also have the option to create reports based on dates and export them to review at a later date or share with others.
For small businesses, you can create, send and track invoices for an additional $60 annually.
CountAbout is completely free of ads, which is great, but that means you’ll have to pay a fee. Check out the two plans below:
|Features||Full features set||Full features set + automatic data syncing|
The only real difference between these two plans is that with the Basic one, you’ll have to manually import transactions yourself. With the Premium Plan, CountAbout does it all for you.
When you sign up for a free trial, you’ll automatically receive CountAbout Premium, free of charge, for 15 days. At the end of trial, you can choose to subscribe to either the Basic or Premium plan.
CountAbout Customer Support
There’s a phone number listed on the CountAbout Contact page, but the company doesn’t direct you to use it. If you’re already a registered user, the company wants you to log into your account and visit the Help page to first view the knowledge base before submitting a support request. If you’re not a current user, then there’s a form you can fill out on the Contact page of the CountAbout website.
Once you’ve submitted the form, a representative will connect with you via telephone, if needed. According to reviews online, the CountAbout support staff is generally fast to respond, helpful and easy to talk to.
Sold on CountAbout? Before you sign up for the free trial, consider the downsides to this financial tool below.
Sure, the subscription cost is not outrageous, but there are free (albeit ad-supported) personal finance tools out there that offer similar CountAbout features.
No Bill Pay
With CountABout, there’s no way to pay your bills or move money.
No Financial Planning
This is purely a budgeting app, so don’t expect to get any investment help.
There are plenty of personal finance apps to choose from, so what does CountAbout have that the others don’t? With it, you can seamlessly import categories and transactions from both your Quicken and Mint accounts.
Another thing worth mentioning is that CountAbut is 100% ad-free. To make it possible, however, you’re going to have to cough up an annual fee. If you want your accounts to sync automatically, you’ll have to dish out an even bigger annual fee.
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