Personal Finance Tools

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Available exclusively to our email subscribers, see why 15-minutes can change the next 15 years with our free 15 Minute Paychecks & Balances Money Plan: Your Guide to Financial Freedom.

Budgeting

  • Digit – Struggling to save money? Sign-up for Digit at paybal.co/digit to automate your way to saving hundreds or more! Digit analyzes your spending and automatically saves the perfect amount every day, so you don’t have to think about it. Read why Rich loves Digit and how much it’s already saved him.
  • Tiller – The only spreadsheet templates powered by an automatic feed of your finances directly into Google Sheets and Excel. Easily budget, track expenses. Get started here!

Credit Card & Debt Management

  • Debitize – a personal finance application that helps consumers use credit cards responsibly. Sign-up today, or listen to our interview with the CEO: PB79: Debitize – Credit Card Perks without Credit Card Debt ft Liran Amrany for more info. You can also read how Debitize helped Paychecks & Balances get into the 800 FICO Credit Score Club.
  • SoFi – offers a full range of financial services, from personal loans to refinancing to investing. There’s something to help everyone get their money right. I’ve used SoFi twice and have nothing but good things to say about their easy to use and helpful services. Use our referral link (or don’t, because we would still recommend them) for a $100 credit towards your next loan.

Net Worth Management

Personal Capital – is an online financial advisor and personal wealth management company that helps you track and grow your net worth.

Entrepreneurs and Small Business Owners

  • We’ve tried a lot of email subscriber services. ConvertKit is, by far, the easiest and best platform.
  • Need to collect money or invoice clients? We use Square.

All Personal Finance Calculators

For all your other money needs, we trust NerdWallet’s free resources.

Easily Calculate Your Saving Goals, Budget or Networth

Retirement & Investing

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