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Geezeo Online Personal Finance Software and Financial Advice Community

Get Free Online Personal Finance Tools and Online Financial Help with Geezeo

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Updated: 12/24/2009 Geezeo is only accepting new registrations through credit unions and banks, and it is no longer offered as an online app outside of these banks and credit unions (get the details). The features described below may or may not be included in the current Geezeo, which is offered to financial institutions. 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.

Budgeting Online with Geezeo

The budget tool in Geezeo is graphically presented with each tag resembling a tile.
Budget Tags in Geezeo
Geezeo.com
© 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.

The budget tool 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.

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.

Online Community

Use Geezeo Groups for discussing financial topics and getting advice for financial goals
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.
  • Groups for discussing financial topics and getting advice for financial goals.
  • Money Confessions. You can confess "spending sins" publicly or anonymously.
  • Financial Goals such as paying off a loan or saving for a large purchase can be set up and you can see how others are doing with similar goals, and optionally share your goals privately or with everyone.

Marketplace

Use Geezeo Marketplace to compare checking and savings accounts, loans and credit card offers.
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.

Security and Support

Geezeo online personal finance software shows you your net worth.
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.

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