Money Management and Productivity Tools We Use

Updated on March 23, 2020 Updated on March 23, 2020
Listen Money Matters is reader-supported. When you buy through links on our site, we may earn an affiliate commission. How we make money.
Table of Contents  
  1. Show Notes

On this episode, we discuss our favorite money management and productivity tools, including Mint, Betterment, Lift, Evernote, and more.

We believe in making money management as easy as possible.  With all of the apps and software out there, it’s easier than ever.  No need for complicated spreadsheets.  Everything you need can be downloaded right to your phone.

Boosting your productivity will enhance your life.  From your health to your money, using the right tools can help you get the most out of your day.

Mint is our favorite money managing app but it’s read only so you can’t transfer between accounts or make payments through it.  Most major banks will have an app that allows you to make certain transactions.  My bank is three long cross town blocks away and it’s cold.  I can deposit checks right through my phone as long as they are under $1000.

Evernote is like a notebook that can be downloaded across all your devices.  Any information will be uploaded to all of your devices automatically.

In Box Zero unifies all your e-mail accounts.  It helps you categorize things, delete, archive, and actionable items for later.

Lift helps you build good habits.  Each time you preform the habit, flossing maybe, you “check in.”  After 21 days in a row, boom, you’ve developed a habit.

There are plenty of ways to make life easier, take advantage of them.

Subscribe for a free chapter of our book on automating your finances - Mastering Mint.

Show Notes

Mint App (Free) – Online software and smartphone app that we use to keep an eye on our finances. We highly recommend it.

Fidelity App (Free) – This is the online bank where Andrew has his checking account.

Level App (Free) – This app didn’t work for Matt, but it seemed pretty cool. They have a really great video you can check out too.

Betterment App (Free) – The easy way to invest.

1Password App ($17.99) – Andrew uses this app to keep all his passwords in one place on his phone.

Matt’s awesome Boconi physical leather wallet ($30) that I think every man should own. It’s low-profile and totally bad ass! Stop putting paper money in a tri-fold wallet. That’s gotta be annoying.

Evernote Software (Free) – The app we can’t exist without. It’s the best note-taking software that works on all devices. If you use Evernote, or just getting started, we recommend reading Evernote Essentials.

Mailbox App (Free) – An extremely simple email app that utilizes Inbox Zero. Highly recommended if you use email, and I’m pretty sure that you do. Watch the video!

Lift App (Free) – This is one of Matt’s favorites. It allows you to “check-in” to a habit to help you to develop GOOD habits. You gotta try it! He also wrote a post about Lift.

Candice Elliott - Senior Editor
Candice Elliott is a substantial contributor to Listen Money Matters. She has been a personal finance writer since 2013 and has written extensively on student loan debt, investing, and credit. She has successfully navigated these areas in her own life and knows how to help others do the same. Candice has answered thousands of questions from the LMM community and spent countless hours doing research for hundreds of personal finance articles. She happily calls New Orleans, Louisiana home-the most fun city in the world.

What's next?

learn course podcast popular toolbox