CountAbout reviewed by Money Talk with Tiff


December 5th, 2021

CountAbout was reviewed by Money Talk with Tiff. Here is what she had to say:

How do I create a business budget?

Once I gained access to the system, it had a welcome message and took me through a quick tutorial. As with all technology, it took some additional clicking around to learn the full functionality, and they also have a knowledge base available if you get stuck. If you plan on importing data from Quicken or Mint, they suggest you do that first. I didn’t do that for this tutorial/review. After getting familiar, I went straight to the “Budgets” tab at the top.

Once there, I clicked on Add Budget.

It prompted me to input what year the budget was for and give it a name. Now, before you start clicking around as I did, DO NOT CLICK ACTIVE if this is not the budget you want to use right now. I learned that once you click it, it is permanent. So, luckily in “My Account,” they have a reset button that you can use if you make a mistake early on. It completely resets your account to brand new. I thought this was a great feature and used it a couple of times to figure out the system. It also has a cool safeguard that emails you to confirm you want to reset, so you don’t have to worry about hitting it on accident and losing all of your data.

Read the rest of the review.

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