Smart Money Apps for Smart Devices

A friend of mine (a somewhat self-appointed guru of free iPhone apps) recommended these two personal finance apps, and I think they are great.

  • Mint – Available for iPhone, iPad and Android devices, Mint was founded by Aaron Patzer in 2005 to rein in the tedious tasks of getting his personal finances in order.  It was one of the first websites that track account balances and expenditures automatically while assigning categories to those transactions.  The company claims a patent-pending categorization technology and proprietary algorithm which makes all this possible.  It downloads data securely from your bank, credit card, loan and investment accounts and creates a financial dashboard that helps to track, analyze and develop a budget.
  • Pageonce – I must admit, I had to look up the word pageonce to see what it meant only to realize that it actually is not a word…   Started in 2007 with offices in Palo Alto (CA) and Israel, Pageonce, much like Mint, is an information aggregation tool.  Unlike Mint, however, it also lets you track nonfinancial accounts such as frequent flyer miles and rewards-card programs, which I found very useful.  The application is also available for BlackBerry which Mint is not at this time.

I think Mint is better for planning and budgeting (I found myself using the application more on my desktop) and Pageonce has the upper-hand in tracking (I use it more on my iPhone).  Now that Mint has been bought out by Intuit, perhaps they’ll spend more time and resources for development in both areas.

Related Article(s)

DIVACFO.comDiva CFO profiles smart phone apps.


About Richard Lee
Experienced finance and operations professional. Currently partner in five companies, adjunct professor of economics at Columbia College and executive contributor to a small business blog (; following corporate finance, M&A and management consulting tenures with Orbitz and Diamond Technology Partners; and six years of service with the United States Army.

One Response to Smart Money Apps for Smart Devices

  1. Pingback: Smart Money Apps for Smart Devices | SMB Matters Blog -

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s

%d bloggers like this: