This is exactly how I manage my money.
These are the tools, technologies, books and websites I personally use and love to make managing my money easy.Banking
- Tangerine – I use Tangerine for day-to-day banking.
Read my full Tangerine review. - KOHO – I use it to manage my spending.
Read my full KOHO review. - EQ Bank – I use them for high-interest savings.
Read my full EQ Bank review. - Wealthsimple Cash – I use it for joint high-interest savings.
Read my full Wealthsimple review.
Investing
- Wealthsimple – I invest my RRSP and TFSA with them.
Read my full Wealthsimple review. - EQ Bank GICs – I use them for short-term savings.
Read my full EQ Bank review.
Credit
- Tangerine World Mastercard – for everyday spending.
- Borrowell – for a free credit score.
Insurance
- Sonnet – I use them for home and auto insurance.
Wills
- Willful – I used them to make my will online.
Read my full Willful review.
Comparison Tools
- Lowestrates.ca – I used them to compare car insurance.
- Ratehub.ca – I use their mortgage calculators.
- Choosing the right credit card (including a calculator!)
Books
- Worry-Free Money, by Shannon Lee Simmons (must-read)
- Broke Millennial, by Erin Lowry
- I Will Teach You To Be Rich, by Ramit Sethi
- Stop Overthinking Your Money, by Preet Banerjee
- The Life-Changing Magic of Tidying Up, by Marie Kondo
- Wealthing Like Rabbits, by Robert Brown
- Profit First, by Mike Michalowicz
Business Finances
- Wave – to track expenses and invoice.
Pssst!
Many of these are affiliate links, which means I’ll get a small commission if you choose to use them (at no cost to you!)