Financial Organizing: Best Financial Apps


organizing your finances best apps

Organizing your finances is important.  But let’s make it as easy and as seamless as we can.


In the early 2000’s, we started experiencing the ease of online banking.  Many people were reluctant at first, and some continue to doubt the safety factor.


However, what’s not to love about our smartphones, tablets and computers when they can make something less painful?  The best financial apps can make financial organizing easier.


Your bank App

Not only can you make deposits without going to the bank, you can transfer money rather than send a check.  Having your bank app on your phone means you can check deposits and account balances.



The trick to keeping current on bill paying is to set a reminder to pay the bills!  Reminders are great for paper or online bill pay.  Set the reminder as a recurring event each month to act on your finances.



Once a year it’s great to check your credit score.  Your credit score impacts how interest on loans, how much you pay for insurance and mortgage rate.  Keep up annually with this free app.


Red Laser

I love to shop when I know I am getting the best price for an item.  Using Red Laser, I can price an item by scanning the bar code and see where to purchase it most cheaply.


Grocery IQ

There’s always groceries to buy! Why not share the responsibility by sharing the list?  Grocery IQ builds a list that can be used by multiple smart phones.  Whoever is on the way home can stop and get the milk now.



Expense accounts can be time consuming!  Simplify the process with this app that includes scanning your receipt and adding it to your expense form.


I’d love to learn your favorite financial apps too!


Loving all the money mojo? Join me on pinterest Financial Organizing


Sharing organizing and productivity ideas monthly! Join the fun by subscribing to my newsletter.




8 replies
  1. Kim Oser, CPO®
    Kim Oser, CPO® says:

    Thanks for a great post. I love using Paypal “personal payments” for reimbursing friends and family. It allows transfers from bank account to bank account fee free. Saves money on checks, postage, envelopes, gas and travel time to and from the bank.

    I use Intuit Payment Network (IPN) for quick and low cost transfers of money for business. When clients pay me via IPN, their money is transferred to my bank regardless of the amount for only $.50.

    Expensify is at th top of my list too! Thanks again~

  2. Janet Barclay
    Janet Barclay says:

    The only financial app I use on my phone right now is Zoho Invoice. It’s not as powerful as the web app, but it does allow me to create invoices, see what’s outstanding, and generate various reports when I’m not at my computer, which is very helpful.

    I love the idea of the Grocery iQ app, but making our weekly list is almost a ritual around here, and what would we do with all those pads of paper we keep getting from suppliers? 😉

  3. Ellen Delap
    Ellen Delap says:

    Thanks Janet! I love the idea of an invoicing app on a phone. What a great way to be efficient!

    Lots of pads? Perhaps recycling?

    Thanks for sharing!

  4. Linda Samuels
    Linda Samuels says:

    Great tips here, Ellen. Like, Seana, I don’t use any money apps other than Square for accepting payment for books and sometimes client organizing sessions. Enjoyed reading about the various possibilities and look forward to checking some of them out.

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.