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Apps Every Boss Babe Needs to Keep Up with Financials

It’s easy to get overwhelmed with keeping up your budget, stocks, and financials in the typical, constant on-the-go lifestyle many of us Americans share.

It is 2018, boss babes—let technology be your friend! There are so many apps out there that can help you keep track.

Here are some of my top recommended apps to help you keep up with your budget and financials. I have used every single one of these at one point, so I know what works.

Budget Trackers


Mint is great for beginners. It’s free, easy to sign up, and will help you break down your budget. It will even send you alerts if your spending goes over budget or seems suspicious.

Unfortunately, Mint does not link all of your bank accounts in one place to track, so I did switch over to using the next app.

Personal Capital

I personally use Personal Capital to track my expenses and net worth daily. Again, this app is free and easy-to-use. It sync up all of your accounts in one location, so it’s great for people like me who have multiple accounts. One of my favorite parts about Personal Capital is its free Retirement Planner.



If you are or want to become an investor, Robinhood is a great app for you. With this app you can buy a wide selection of stocks, options or EFT’s without paying commissions or fees. The range of available assets is a bit of a small pool, but this app is free so it’s still totally worth using.


Betterment is one of the best robo-advisers out there. A robo-adviser is a digital platform that provides automated, algorithm-driven financial planning advice to users. This app lets your choose between 2 options:

  • Betterment Digital – no account minimum and charges 0.25% of assets under management annually
  • Betterment Premium – get everything from Betterment Digital while also getting access to a team of financial advisors for account monitoring. This plan’s annual fee is 0.40%


This automated investment management tool has super helpful services that create portfolios and tax optimization strategies that work for you. Another robo-adviser, Wealthfront is great to aid beginners and financial experts in creating taxable, hands-off accounts.

If you need more help creating your budget or investing in stocks, contact Coremoney Coaching today to book an initial free consultation.

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