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HonestDollar Review

3

Β·

Excellent

Revainrating 5 out of 5Β Β 
RatingΒ 
5.0
HR, Benefits Administration

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Description of HonestDollar

HonestDollar is a retirement benefit planning solution.

Reviews

Global ratings 3
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    3
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    0
  • 3
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  • 1
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Type of review

Revainrating 5 out of 5

Great resource when planning out finances

The best part about this website was that it helped me to save money for my future! I learned so much from reading articles, as well as taking quizzes pertaining what kind of savings accounts were good or bad with different types of investments (e-Trade Accounts). It's very easy using honestdollars because you can easily find an article online which will help answer your questions regarding saving tips/accounts etc.. There are not too many great things i dislike but there really isn't anything…

Pros
  • Great selection options available within account
Cons
  • Nothing here

Revainrating 5 out of 5

The best tool out their and way better now

I like that it automatically saves me money every month for my goals, but you can also manually set up your budget! This makes it so much easier than having to track everything yourself with excel or some other program. At first this was confusing because of how many different options are available in order to customize what goal categories apply to each expense type (like travel). Take time at first to get used to all the features - there's no doubt they made things easy once getting used to…

Pros
  • Automatic savings/budgeting
  • Easy categorization & reporting.
  • Ability change budgets by adding funds via direct deposit into account directly without needless paperwork through payroll deduction system.
  • Allows access online if desired instead requiring paper receipts / logs
Cons
  • Will fit

Revainrating 5 out of 5

Great customer service paired great product

I like that they are very transparent with their process, so you know exactly what to expect when it comes time for your money to be wired into an IRA or Roth account! Also, there's no paperwork involved in setting up a new client - just send them all of your banking information (or have someone else do this) and boom! You're ready to go. There isn't much dislike about my experience at honest dollar right now but maybe more features could come out soon? We've been using honesty as our roth…

Pros
  • And being able check balance status quickly within seconds
Cons
  • Almost never