Geezeo keeps your personal budget organized while providing a social network to help you stick to your budget and to get ideas for spending money more effectively. The social aspect of Geezeo acts as a financial support group (think Weight Watchers for your wallet) to help you change your spending and saving habits. You can learn more about some Geezeo features here, and you will find Geezeo at www.Geezeo.com.
Budgeting Online with Geezeo
Budget Tags in Geezeo
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© 2006-2008, Geezeo
Tags function as budget categories in Geezeo. Although Geezeo will automatically tag downloaded transactions, you can set up personalized tags for your budget, then set up budgeted amounts for the tags you want to use to watch your spending. Currently, each transaction can only have one tag in Geezeo, but the next version of Geezeo will allow for splitting a transaction between two tags.
The budget tool in Geezeo is graphically presented with each tag resembling a tile. The tiles are green, yellow (reaching budgeted spending limit) or red (over budget) so you can tell at a glance where you need watch your spending.
The budget tool in Geezeo is graphically presented with each tag resembling a tile. The tiles are green, yellow (reaching budgeted spending limit) or red (over budget) so you can tell at a glance where you need watch your spending.
Transactions in Geezeo
Account Transactions in Geezeo
Screen Shot by Shelley Elmblad
Geezeo automatically downloads transactions from thousands of financial institutions. If you have an account at a financial institution that Geezeo doesn't download from, you can import your transactions using OFX and submit a Geezeo support ticket so they can see about getting your downloads automated. The Geezeo account registers are simple by design.
Investment Accounts
Geezeo provides access to 2,000 brokerage, mutual fund and insurance companies to allow for managing investment accounts, a feature that does not exist in many online personal finance software sites. Geezeo also partners with The Motley Fool to provide a stock rating service.Geezeo Mobile
Geezeo Mobile works with your mobile phone, providing real time access to over 6,000 financial institutions so you can get account balances, payment dates and available credit while away from your computer. Your phone needs to be able to use text messaging to use Geezeo Mobile.Geezeo Online Community
Geezeo Groups
Screen Shot by Shelley Elmblad
What information you share on Geezeo is up to you. There are a variety of ways to participate in and get financial help from Geezeo's online community:
- Private on-site email with Geezeo Friends you choose.
- Geezeo Groups for discussing financial topics and getting advice for financial goals.
- Money Confessions. The self-improvement guru, Dr. Phil, often says, "you can't change what you don't acknowledge". The same goes for your finances, so Geezeo provides a way to confess "spending sins" publicly or anonymously.
- Financial Goals such as paying off a loan or saving for a large purchase can be set up in Geezeo. You can also see how others are doing with similar goals, and optionally share your goals privately or with everyone.
Geezeo Product Marketplace
Geezeo Product Marketplace
Screen shot by Shelley Elmblad
Use Geezeo Marketplace to compare checking and savings accounts, student loans and credit card offers so you can find the best deal while checking out how each offering has been rated and reviewed by other Geezeo users. Geezeo plans to add offers to Marketplace brokerage accounts, auto loans, and mortgages soon.
Geezeo Security and Support
Geezeo Net Worth
Geezeo.com
Geezeo uses the latest security technology to keep your information safe. Beyond the technology, Geezeo does not store account data, user name and password are not linked to financial accounts, account balances are never shared and no data is sold to a third party.
If you have any problems using Geezeo, start with the well-organized and comprehensive Geezeo FAQ page. If the FAQ does not answer your question, you can contact support using the link under Help in Geezeo.
If you have any problems using Geezeo, start with the well-organized and comprehensive Geezeo FAQ page. If the FAQ does not answer your question, you can contact support using the link under Help in Geezeo.
- Check out Geezeo at www.Geezeo.com
- Geezeo Redesign Open Beta
