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Updated 11 months ago on . Most recent reply

Has anyone found a replacement for Mint?
I was using Mint to track my personal finances, including real estate transactions and net worth, and found it really useful. They shut it down and merged it over to Credit Karma, and it sucks. I am trying to get things set up in 'wealthposition', and I don't think it's going to do what Mint did. I found Mint valuable, so I'm not opposed to paying for a good platform. Does anyone have any recommendations? Thanks!
Most Popular Reply

- Financial Advisor
- Stateline, NV
- 81
- Votes |
- 96
- Posts
Hey @Tyler Todhunter,
I too was an avid Mint user and because of the nature of my business needed to find a Mint replacement for not only myself but for clients. My team and I have been testing a few options since January and the favorite by far has been Monarch Money. We've been referring clients to use them, the prices are reasonable and the UX is intuitive. If your advisor uses Monarch Money you can grant them temporary visibility and organizing privileges which can be helpful as well. It feels like Quickbooks to me and is easy to use, categorize, and see trends over time. Hope this helps.
- Josh St Laurent
- [email protected]
- (415) 915-5948
