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CountAbout
CountAbout is a private, ad-free online personal budgeting and small business accounting application. Track spending, manage finances, sync bank accounts via three data aggregators (MX, Plaid, and Yodlee), and import directly from Quicken and Simplifi.
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-21T21:29:28.648Z. Cached copy · Source on countabout.com
# CountAbout
> CountAbout is a private, ad-free online personal budgeting and small business accounting application. Track spending, manage finances, sync bank accounts via three data aggregators (MX, Plaid, and Yodlee), and import directly from Quicken and Simplifi.
## About
CountAbout is a web-based personal finance tool designed for individuals, families, and small businesses who want to take control of their financial lives without sacrificing privacy. Unlike many competitors, CountAbout does not sell user data, display advertising, or track user behavior. The platform is subscription-based to ensure user privacy and data security.
CountAbout is the only web-based personal finance software that imports data directly from Quicken and Simplifi, making it the ideal migration path for users of those platforms.
## Website
- Homepage: https://countabout.com/
- Features: https://countabout.com/features/
- Zero-Based Budgeting: https://countabout.com/zero-based-budgeting-app/
- Budgeting for Couples: https://countabout.com/budgeting-app-for-couples/
- Loan Amortization: https://countabout.com/loan-amortization/
- Multi-User Access: https://countabout.com/multi-user-access/
- Invoicing & Online Payments: https://countabout.com/invoicing/
- Compare Competitors: https://countabout.com/compare/
- Plans & Pricing: https://countabout.com/pricing/
- About: https://countabout.com/about/
- FAQ: https://countabout.com/faqs/
- Blog: https://countabout.com/blog/
- Customer Stories: https://countabout.com/reviews/
- Start Free Trial: https://secure.countabout.com/landing/Register
## Key Features
- **Import Financial History**: Import from Quicken or Simplifi and keep every year of your data. Some customers retain transaction history going back decades.
- **Three Data Aggregators**: CountAbout connects to banks through MX, Plaid, and Yodlee, providing three independent aggregators for maximum bank coverage and reliability. Most competitors use only one.
- **Automatic Transaction Sync**: Connect US and international accounts for automatic downloads.
- **Smart Auto-Categorization**: Three-layer categorization system: (1) remembers your past description/category choices and applies them automatically, (2) custom rules engine with exact and partial matching, (3) data aggregator merchant code matching. More granular than most competitors.
- **Net Worth Tracking**: Automatic net worth display across all accounts with customizable graph and text widgets on the dashboard.
- **Customizable Dashboard**: Drag-and-drop widgets that users can reorder, hide, and add. Includes summary charts, net worth graphs, spending breakdowns, and more.
- **Flexible Budgeting**: Supports both zero-based budgeting (allocate every dollar) and category-based budgeting. Budgets can be auto-populated from spending history or built from scratch. Year-to-date view shows cumulative over/under because budgets do not reset monthly.
- **Projected Register Balance**: See future account balances
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