April 9, 2020
Bob Haegel of The Frugal Fellow did a full review of CountAbout’s features. Here is what he had to say:
CountAbout is an up-and-coming online budgeting application. The company is based in Madison, WI, and it has been around since 2012.
However, it has been gaining steam as of late as people look for more budgeting options.
Let’s take a look at the software’s functionality and find out how it stacks up.
As soon as you log in to the site, you’ll be greeted by the dashboard where you’ll see all of your transactions, budgets, and other information. The default is transactions, where you’ll be able to link your various financial accounts.
You have access to a number of different tabs along the top menu: transactions, budgets, reports, recurring, investments, and invoices (if you subscribe to the add-on).
When you initially link your accounts, you will be prompted to select the “starting date” where you’d like to start pulling transactions for that account.
Because I was new, I went back as far as I could. 100 days is the farthest back you can go.
I ended up having a large number of transactions to reconcile – mostly credit card payments. You do have the option to “approve all” if you trust that everything will be accurate.
In Budgets, you can create your own budget, assuming you haven’t imported data from Quicken or Mint.
In Reports, you can create customizable reports that allow you to see all transactions for any number of your accounts for a given date range.
In Recurring, you see your recurring transactions. Note: you must add them manually first.
Under Investments, you’ll see investment information for various funds. Note that these are not your own investment accounts.
Within Invoices, you see any invoices you’ve created. Again, this an additional add-on not included in the premium subscription. It costs $60/year.