Today we are continuing our discussion about what budgeting platform you should consider if you've been a longtime user of mint.com.

Certified Financial Planner, Katherine Edwards joins us to share of her experience using the YNAB, [aka You Need a Budget] platform which takes a completely different approach to the whole budgeting idea.

Listen in as she discusses some pros and cons that will help you with your decision on which platform you want to move to.

Anna's Takeaways:

• Budgeting App YNAB’s Benefits (01:30)
• Personal Finance App Features And Usage (4:19)
• Budgeting And Personal Finance Management (7:57)
• Using Personal Finance Apps For Budgeting And Tracking Expenses (11:02)

Meet Katherine Edwards, a Certified Financial Planner® at Mainstreet since 2022. With a passion for helping clients achieve financial peace and enjoy life, she's been in the industry since 2014, earning her CFP® designation at Duke University in 2017. Katherine believes in the transformative power of a tailored financial plan and has dedicated herself to educating others about its importance. Beyond her financial expertise, she volunteers to provide counseling on debt and budgeting and has spoken at academic institutions on various financial topics. Based just outside Nashville, in Murfreesboro, Katherine enjoys exploring new restaurants, wine tasting, and spending quality time with her husband and two golden retrievers.

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3. Links mentioned in this episode

3 Alternatives to Mint.com - Article by Katherine Edwards, CFP

1. FREE GUIDE- Kid Money Boss: School isn’t teaching my son about Money. It’s up to us Parents. Here are 9 tools I am using to team my son, everything I never learned as a kid.
2. Websites:

www.mainstreetplanning.com