Jeremy Biberdorf
By: Jeremy Biberdorf
March 15, 2024

CountAbout Review 2024

Jeremy Biberdorf
By: Jeremy Biberdorf
March 15, 2024


Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.
Disclosure: This page may contain affiliate links. This means we earn a small commission (at no additional cost to you) if you purchase a product through our links.
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4.4 rating based on 5 ratings

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In a Nutshell: In today’s digital age, managing personal finances can be overwhelming, but CountAbout simplifies this challenge with its intuitive and comprehensive budgeting tools. As a web-based personal finance application, it stands out for its seamless data import from other platforms, customizable features, and robust security measures.

Whether you’re an individual looking to track daily expenses or a small business aiming for better financial management, CountAbout offers a flexible and user-friendly solution.

CountAbout’s ability to sync data from various financial sources, including banking and credit card accounts, sets it apart in the realm of financial apps. Its ad-free interface and privacy-centric approach ensure a secure and distraction-free experience for users.

With a 45-day free trial and an affordable pricing structure, CountAbout is an attractive choice for anyone seeking a reliable and efficient budgeting tool.

Service TypeFees Promotion
Personal Finance App$9.99-39.99/yearUse Coupon Code F25VA3S2NF for $30 off
Pros & Cons
  • Customizable categories for personalized budget tracking.
  • Easy import of data from Quicken and Mint.
  • Secure platform with a strong commitment to privacy.
  • Free 45-day trial for new users.
  • Dedicated customer support for timely assistance.
  • Advanced budgeting tools for insightful financial planning.
  • No advertisements for an uninterrupted experience.
  • User-friendly interface suitable for beginners.
  • Automatic transaction downloads in the premium plan.
  • Flexible plans catering to various user needs.
  • Limited features in the standard plan compared to the premium.
  • Additional cost for features like image uploads and invoicing.
  • Overwhelming options for first-time users.
  • May require some time to fully adapt to all features.

What is CountAbout? website

CountAbout is an innovative online platform designed to revolutionize personal budgeting and small business accounting. It stands out as a versatile tool for tracking spending and managing finances, blending ease of use with powerful features.

CountAbout caters to those who seek a detailed understanding of their financial situation, offering insights that aid in making informed decisions about savings, expenses, and overall financial health.

As a stand-alone solution, it distances itself from the complexities often associated with financial software. Users can effortlessly migrate historical data from Quicken or Mint, setting up a personalized system that reflects their unique financial landscape.

The platform’s emphasis on simplicity and clarity makes it an appealing choice for anyone looking to streamline their financial management process.

Company Overview

CountAbout was co-founded by Joseph Carpenter and Alex Wong, professionals with rich backgrounds in finance and software development. Their combined expertise in these fields birthed a platform that addresses the real-world challenges of budgeting and financial planning.

Carpenter’s experience as a CPA and Wong’s software consulting skills shape CountAbout’s philosophy of making financial decisions that positively impact long-term financial health.

The company prides itself on its dedicated customer support and ongoing commitment to improving its service based on user feedback. This approach has led to a platform that not only meets but often exceeds user expectations in terms of functionality and usability.

CountAbout’s vision is to empower users with a tool that makes financial management not just possible but also practical and enjoyable.

How CountAbout Works

Countabot Custom Spending Categories

CountAbout is designed for simplicity and efficiency. Users start by creating an account and setting up their financial profile. The platform allows for the import of transaction data from banking, credit card, and loan accounts. Once set up, users can easily track their spending, set budgets, and monitor their financial goals.

The software’s automatic synchronization feature updates financial data across all linked accounts, providing a real-time view of one’s financial status. This automation simplifies the process of tracking expenses and income, making it easier to stay on top of financial commitments and goals.

The user interface is intuitive, offering a streamlined experience that reduces the complexity typically associated with financial management software.

CountAbout’s functionality extends beyond mere tracking; it provides insightful analytics that helps users understand their spending habits. The platform’s budgeting tools allow for the creation of detailed financial plans, which can be adjusted as needed to reflect changing financial circumstances.

Users can also set custom categories for their transactions, providing a more personalized and accurate reflection of their spending patterns.

Why Choose CountAbout

why choose countabout

Special Features

  • Customization: CountAbout allows users to tailor their financial tracking with custom categories, making it easier to align the software with their unique budgeting needs.
  • Automatic Transaction Downloads: In the premium plan, CountAbout automatically fetches transactions from various financial institutions, keeping financial data up-to-date without manual entry.
  • Budgeting Tools: The software provides advanced budgeting features, helping users plan their finances effectively and track their progress over time.
  • Split Transactions: Users can split a single transaction into multiple categories, offering more precise tracking of spending and income.
  • Secure and Private: CountAbout prioritizes user security and privacy, ensuring that personal financial data remains confidential and protected.


  • Streamlined Financial Management: With its intuitive interface, CountAbout simplifies the process of managing personal finances.
  • Effective Budgeting: The platform’s budgeting tools assist users in creating realistic and manageable financial plans.
  • Enhanced Financial Insight: By providing detailed reports and analytics, CountAbout offers deeper insights into spending patterns and financial health.
  • Customizable Experience: Users can tailor the platform to their specific financial needs and preferences.

Who is CountAbout Best For?

CountAbout is ideal for individuals and small business owners seeking a comprehensive yet user-friendly tool for personal finance management. It’s particularly beneficial for those transitioning from other financial software like Quicken and Mint, as CountAbout allows for easy data migration.

The platform is also suitable for users who prioritize privacy and security in their financial management tools.

Innovative Financial Planning Tools

Countabout Savings Chart

Forward-Looking Financial Projections

CountAbout distinguishes itself with features designed for long-term financial planning, such as the ability to project savings up to 40 years into the future. This functionality enables users to visualize the impact of their current financial decisions on their long-term goals, such as retirement savings, college funds, or major purchases.

Adaptable Budgeting Strategies

The platform’s flexible budget builder accommodates various budgeting methodologies, from zero-based budgeting to the envelope system. This adaptability allows users to employ the strategy that best fits their financial habits and goals, promoting more effective and sustainable budget management.

Intelligent Spending Analysis

CountAbout’s tools for identifying spending leaks and categorizing transactions facilitate a deep dive into users’ financial habits. By automatically highlighting recurring subscriptions or infrequent expenses, the platform empowers users to make conscious decisions about their spending, potentially uncovering opportunities for savings.

Goal-Oriented Tracking

Beyond mere expense tracking, CountAbout encourages users to set and monitor financial goals, whether saving for a vacation, building an emergency fund, or reducing debt. The platform’s goal-tracking features provide motivational feedback and progress updates, keeping users engaged and focused on their financial objectives.

Collaborative Financial Management

CountAbout’s inclusive approach supports shared budgeting for families or partners. The ability to create multiple user profiles within a single account facilitates collaborative financial management, ensuring all stakeholders are aligned and contributing to shared financial goals.

Seamless Financial Data Integration

Effortless Transition from Other Platforms

One of CountAbout’s standout features is its ability to seamlessly import financial data from other budgeting platforms like Quicken and Mint. This capability ensures that users can transition to CountAbout without losing their historical financial data, providing continuity in their financial tracking.

Comprehensive Account Syncing

CountAbout’s integration with a wide array of financial institutions allows for the automatic synchronization of transactions across various accounts. This feature not only saves time but also ensures that users have a real-time view of their financial status, enhancing the accuracy of their budgeting and financial planning.

Robust Data Protection

CountAbout prioritizes user security and privacy, employing advanced encryption and security protocols to safeguard personal financial data. The platform’s commitment to not selling user data further reinforces its stance on privacy, ensuring a secure environment for managing personal finances.

Cloud-Based Convenience

As a web-based platform, CountAbout offers the flexibility of accessing financial data from any device with an internet connection. This accessibility ensures that users can stay on top of their finances, whether at home or on the go, providing a versatile solution for financial management.

Tailored Financial Tracking

CountAbout’s user-friendly design and customizable interface cater to a wide range of financial tracking needs. Whether users are focused on detailed budgeting, managing small business finances, or planning for the future, the platform’s flexibility allows for a personalized financial management experience.

Proactive Financial Insights: Empowering Informed Decisions

CountAbout’s array of budgeting tools and financial reports empower users with insights into their spending patterns and financial health. By highlighting areas for improvement and offering projections for future financial scenarios, the platform enables users to make informed decisions aimed at achieving their financial goals.

Responsive Customer Support

CountAbout’s commitment to user satisfaction is evident in its responsive customer support. The availability of knowledgeable support staff ensures that users can receive timely assistance with any queries or issues, enhancing the overall user experience.

Premium Plan Investment

Evaluating Cost vs. Features

The premium version of CountAbout, which unlocks features like automatic transaction downloads and advanced budgeting tools, comes with an annual cost that might be a consideration for users on a tight budget. Weighing the benefits of these advanced features against the subscription fee is crucial for potential users.

Value Proposition for Users

Highlighting the value added by premium features, such as time saved through automatic downloads and the potential for more accurate financial tracking, can help users assess the investment’s worth. Providing case studies or user testimonials that demonstrate the tangible benefits of the premium plan could further clarify its value.

Navigating the Learning Curve

Adapting to Comprehensive Features

CountAbout’s extensive range of features, designed for in-depth financial planning and tracking, might initially overwhelm new users. The platform’s depth, offering everything from budgeting to investment tracking, requires an investment of time to master fully.

Guided Tutorials for Ease of Use

To mitigate this, CountAbout could enhance its onboarding process with guided tutorials and tooltips. By providing step-by-step instructions and explanations for its more complex features, the platform can ease the transition for beginners, making the wealth of financial tools more accessible.

Customization Overload

Balancing Flexibility with Simplicity

While CountAbout’s highly customizable interface is a significant advantage, offering personalization down to the category level, this flexibility might confuse users unaccustomed to such granular control. The ability to adjust nearly every aspect of the app, from categories to reports, can be daunting at first glance.

Streamlined Default Settings

To address this, CountAbout could introduce streamlined default settings and templates that cater to common financial tracking needs. This approach would provide a simpler starting point for new users, with the option to delve into deeper customization as they become more comfortable with the platform.

Reviewing CountAbout Alternatives

Mint vs YNAB 300

While CountAbout offers a unique set of features, alternatives like Mint, YNAB (You Need A Budget), and Quicken provide similar services. Mint is known for its free budgeting tools, YNAB focuses on proactive budget management, and Quicken offers more comprehensive financial planning tools, including investment tracking. Check out our Mint vs YNAB article to learn more about alternative platforms.

Countabout Review Final Thoughts

CountAbout is a standout choice for anyone seeking an efficient, customizable, and secure personal finance tool. With its user-friendly design, comprehensive feature set, and dedicated customer support, it offers a valuable solution for managing personal finances and achieving financial goals.

Ready to take control of your finances with a comprehensive and customizable tool? Click here to try CountAbout and start your journey towards financial clarity and freedom. Don’t forget to use the coupon code F25VA3S2NF for $30 off.

Frequently Asked Questions

Yes, its user-friendly interface makes it accessible for beginners, while offering depth for experienced users.

Absolutely, CountAbout seamlessly imports data from platforms like Quicken and Mint.

Its focus on customization, user privacy, and ad-free experience sets it apart.

Yes, it provides invoicing features and customizable categories suitable for small businesses.

Being web-based, CountAbout is accessible from any device with an internet connection.

Yes, CountAbout offers a 45-day free trial for new users.

It offers tools to track spending, identify leaks, and visualize the impact of financial choices.

CountAbout prioritizes user data security and privacy, ensuring a safe and private experience.

While its primary focus is on budgeting and expense tracking, CountAbout can be used for basic investment tracking.

The support team is known for being friendly, knowledgeable, and quick to respond.

CountAbout employs advanced encryption and security measures to protect your data, ensuring that your financial information remains private and secure.

Yes, CountAbout is versatile enough to cater to both personal budgeting needs and small business financial management, with features like invoicing available for small businesses.

CountAbout stands out for its seamless data import from platforms like Quicken and Mint, its customizable interface, and its commitment to user privacy and security, offering an ad-free and user-focused experience.

Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He’s a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.

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