What are the best tools to get your finances in order in the new year?

asked by Anonymous
78 contributors
12 solutions
  1. 21



    Acorns is an investment platform only available in the US right now, which helps you save and invest small amounts as little as $5 regularly into your own diversified portfolio. This is available in Android and iOS platforms. 


    Free- Varies by plan

    Betty Pearson
    Written on December 11, 2018
    "My mum encouraged me to open an account on Acorns so that i can save and invest money and use it for future purposes when i finish college. I have opened an account here with just less than $100usd and now it has started growing. "
  2. 11



    Moneyspire is a personal finance software which will help you manage all your finances. Through this, you can see where your money goes, customize your needs, and even has an excellent customer service. 


    Mac, Windows

    $49.99- Free trial available

    Magdalena Palacios
    Written on December 11, 2018
    "After using Moneyspire since i found out about it i think this is the best personal finance software that i have used. I do think it will get my finances in order in the new year. "
  3. 9



    Justwealth is Canada's most comprehensive online investment platform. This will provide you with your own personal portfolio manage to help create your investment plans and build portfolios. 



    Salvador Domínguez
    Written on December 11, 2018
    "A colleague of mine has recommended Justwealth to me so i checked this out to see since i need to grow my money for the future of my family. And they say this is the best option to save for education for your children. And yeah i agree with that because there is no minimum for an RESP. So anyone who wants to get ur finances in order next year should check this out too"
  1. 5



    Debx, now known as Debitize, is a free personal finance tool which automatically pays your everyday credit card purchases through its smart payment. It also helps to keep track of your spending and payments all of your credit card accounts. 


    Web, Android, iOS


    Jason Peterson
    Written on December 11, 2018
    "Oh i didnt know that Debx changed its name to Debitize already ah. Anyway, i like the convenience this has offered to me because it will automatically pays my cc bills. and i wont have to worry about it."
  2. 5

    #5H&R Block

    H&R Block

    H&R Block is a tax preparation company that offers different software and services that allow you to file your personal or business taxes easily, ensuring you get the maximum tax refund possible.


    Varies by plan

    Jessica Jiang
    Written on December 11, 2018
    "Definitely recommending H&R Block so that you can get your finances in order in 2019. Ever since i started using this i always get the maximum refund with no hidden fees whenever i file my personal tax"
  3. 4



    Trim is a financial management service which helps you to save money and fulfill your financial goals through its personalized recommendations and automated ways to save money. It uses bank-level security to protect sensitive information. 



    Mary Rios
    Written on December 11, 2018
    "Thanks to Trim i was able to save up more money this year. Because with this saving money has been easier than what i was doing before. So if i were you get this already so your finances will be in order for the new year"
  4. 3



    Shoeboxed is a tool which allows you to track and organize your receipts in an easy way without the manual entry of data. Through this, you only have to snap a picture and Shoebowed will get everything. 


    Android, iOS


    Tian Ye
    Written on December 11, 2018
    "This is a good app to scan and manage receipts and track expenses. However, it only saves file into a pdf file eh. "
  5. 3

    #8Liberty Tax

    Liberty Tax

    Liberty Tax is a tax preparation service wherein you can get assistance from tax professionals to help you collect every deduction you are entitled to. Currently, there are more than 4,500 Liberty Tax services offices in the US and Canada. 


    Free- Varies by plan

    Rachel Boyd
    Written on December 11, 2018
    "Remember that time when people use to file their taxes by hand. But now taxpayers complete their tax returns online without any hassle and making the filing so simple and easy by just filling up forms online. The best thing about Liberty Tax is that it has branches near my place so i can even visit them if i want an advice. "
  6. 2



    LifeLock is an identity theft protection service which provides a comprehensive list of monitoring and alert features to protect your identity from being stolen. This is also available in Android and iOS platforms. 


    $9.99- Varies by plan

    Ann Boyd
    Written on December 11, 2018
    "BEST DECISION I"VE MADE THIS YEAR! I started using LifeLock this year after i found out that my SS number was already submitted even though i haven't done it yet so the tax personnel advised me that i should use LifeLock to protect my personal information from being stolen. "
  7. 2



    TaxAct is a tax preparation provider for individuals, business owners, and tax professionals, which delivers guaranteed maximum refund and deductions you deserve. 


    Free- Varies by plan

    Isabel de León
    Written on December 11, 2018
    "Thanks to this it has allowed me to pay my tax filling fee with my refund. Not just that it has a free version so if u want to try this out you can get the free version first. But then the cost to file state returns here is too high imo. "
  8. 1



    E-file is an online service which will electronically file both of your federal and state taxes in just a few minutes. This will simplify your filing process by delivering you simple and easy steps to follow. 


    Free- Varies by plan

    Deborah Bell
    Written on December 11, 2018
    "What i like about this tax service is that it is has low cost federal and state e-filing services. Well, they are relatively new so they have to offer a reasonable price to attract clients like me. The bad thing about this is that currently it does not offer a telephone assistance. hopefully soon"
  9. 0



    MyMoneyKarma is an Indian digital financial platform providing personal financial management to help customers manage their money that is best fit for their needs. It also shares money management tips. 


    Ridhi Sharma
    Written on December 11, 2018
    "This site has been very helpful to me to check my credit score. Indeed this will be one of the best tools to get your finances in order for the new year. "


Best What are the best tools to get your finances in order in the new year
1AcornsWebsites 21 Free
2MoneyspireSoftware 11 Paid
3JustwealthWebsites 9 Free
4DebxApps 5 Free
5H&R BlockWebsites 5 Paid
6TrimWebsites 4 Free
7ShoeboxedApps 3 Free
8Liberty TaxWebsites 3 Free
9LifeLockWebsites 2 Paid
10TaxActWebsites 2 Free

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