See All Personal Finance Sites Review

June 2012
by ConsumerSearch Review

Best personal finance site for novices

  • Vast range of educational articles and courses
  • Aimed at women 20 to 50 years old
  • Personalized finance plans and reports
  • Focus may put off men
  • Online courses need upgraded membership
  • Fewer financial institutions supported (Free) is a relatively new (introduced in 2009, but revamped in mid-2011) personal finance website that positions itself as a resource for women to help them manage their money and empower them to plan for the future. Another feature of is its extensive selection of online education and advice, ranging from newsletters through boot camps to online courses, each designed to provide advice and how-tos for different life stages and life events. automatically uploads data from banking and credit card accounts, as well as loans and investment institutions. However, there are only around 3,000 financial institutions already set up on -- far fewer than the other major personal finance services -- so you may have to add your accounts manually. Users have access to all of their accounts, centered around a personalized money center, and can set up customizable folders and subfolders for their financial transactions. Budgeting and access to a wide variety of easy-to-understand reports are also available here.

Reviewers say that the free basic membership at includes a good assortment of features, including financial tracking, reports and planning tools, and access to boot camps. Upgraded memberships are available (*Est. $70 to $350), and include different levels of financial plans and one-on-one consultations with's financial advisers, as well as extended periods of email support. really shines in its offerings of educational articles, online courses and advice offerings of articles and online courses, many of which are suitable for anyone, not just women. The boot camps offer practical suggestions and to-do lists for at four levels: take control, personal finance basics, cut your costs and get out of debt. teamed up with H&R Block for a free Ace Our Taxes boot camp, and with Marie Claire magazine for a Build Your Career boot camp. A Money Tuneup page has links to articles on financial management topics, including budgeting and saving, investing and home and decor. Tara Siegel Bernard at The New York Times finds the checklists for specific task and life stages, such as "I lost my job" or "I want to budget for a party," especially useful.

Like and many financial institutions, is powered by Yodlee's software, which offers bank-level security and features. doesn't yet have its own mobile app, but uses Pulse Mobile news, which is free for Apple (iPhone, iPod touch and iPad) and Android devices. While you can check your upcoming payments online, there are no alerts for them.

While there are few extensive reviews for (especially comparative reviews), we did find some good feedback from The New York Times, and

Our Sources

1. The New York Times

Tara Siegel Bernard reviews, newly revamped at the time of the article. She says it is cleanly designed, with a "robust set of tools." She notes that there is plenty of content for free, although you need to have a premium membership to access most of the online courses. One negative: Unlike, does not have a feature to let you keep track of your goals.

Review: LearnVest: A Money-Management Site for Women, Tara Siegel Bernard, Aug. 9, 2011


In this review, Leena Rao calls a "fun, interactive, personal finance tool," which fits in the gap between books and financial advisers. Leena Rao highlights the usefulness of its checklists, free features that walk users step by step through personal financial issues.

Review: LearnVest Launches Financial Bootcamp Programs to Keep Women Fiscally Fit, Leena Rao, July 27, 2010


In this older review of the, editors say that the service stylishly fills a niche in the personal finance world, calling it a "valuable resource for women" that aims to guide them to become empowered and savvy about their finances.

Review: LearnVest Website Review, Editors of, Nov. 20, 2009

4. H&R Block

For basic tax-time information, Jenna Bromberg recommends's free five-day email Ace Your Taxes boot camp. It's fair to question whether or not this recommendation is biased, however, as the boot camp in question was created in partnership with H&R Block, which hosts this article.

Review: New to Taxes?, Jenna Bromberg, Jan. 31, 2012

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