CountAbout Cashback: budgeting software via Coin7
CountAbout is budgeting and net worth software that runs in your browser and in iOS and Android apps. If you sign up through Coin7, part of what you pay comes back as cashback, and the current rate is always on our shop page. It suits people who want a calm overview of their money and do not want to throw away years of Quicken history when they switch.
What CountAbout does
The core is budgeting. You can work with categories or build a zero-based budget where every dollar has a job, and you can create as many custom categories as you like. Transactions come in automatically from linked accounts and are sorted into categories. The program learns from how you correct them, so the sorting gets better over time.
A few features go beyond a basic expense tracker. A projected register balance shows what an account will look like on a future date, which helps before big bills. You can model savings goals, schedule loan payments, attach receipts to transactions and keep track of investment account balances. Self-employed users get Schedule C and E tracking.
Coming over from Quicken or Simplifi
The thing CountAbout stresses most is the import. You can bring in your existing Quicken or Simplifi data, so your old transactions are not lost and your reports still go back years. How cleanly it transfers depends on your file, so read the import instructions on the CountAbout site first and keep your old program until you have checked the numbers.
Do not cancel your old software on day one. Run both for a few weeks, compare the balances of a couple of accounts, and only then let go.
Who it fits
CountAbout is made for individuals, couples and families, with a few tools for small businesses. It is a good match if:
- you want to see your spending clearly rather than do business accounting;
- you share finances with a partner and want to give them full or read-only access;
- you are tired of spreadsheets that break every few months;
- you dislike ads and free apps that live off your data.
The company describes itself as independent and paid for by subscriptions, without ads and without selling your data. It has been around since 2013, which is a reasonable sign for a tool that will hold your financial history.
Before you sign up
There is a free trial that does not ask for a credit card, so use it properly. Import your data, connect your accounts and live in the program for a few weeks. The plans differ in whether bank accounts sync automatically or whether you enter everything by hand, so decide how much manual work you are willing to do. Check the current plans, prices and add-ons on the CountAbout site and read the cancellation terms.
One practical point: cashback is normally tied to what you pay, so a free trial on its own may not earn anything. The rates listed on our shop page show what applies to which kind of order.
How to get cashback at CountAbout
Open Coin7 first and go to the shop page CountAbout Corporation. Click the button that takes you to the shop and sign up or subscribe as usual in the same browser session. The cashback is confirmed after the return period has ended, which usually takes 30 to 90 days. Use only vouchers that you find on our site, because codes from other places can replace the Coin7 tracking. The current rate is shown on our shop page.
Frequently asked questions
Can I import my Quicken data into CountAbout?
Yes, the import is supported, and Simplifi data works too. How much history comes across and how tidy it looks depends on your file, so read the import guide first and keep your old program for a while.
Do I get cashback during the free trial?
Cashback is usually linked to what you pay, so a trial alone may not produce any. Look at the rates on our shop page to see what applies.
When is my cashback confirmed?
Usually after the return period has ended, which typically takes 30 to 90 days. Cancelled or refunded payments are deducted.
Does a renewal earn cashback too?
That depends on the terms of the program. To be safe, check the conditions on our shop page and start any new payment from there.
Can I link accounts outside the US?
The CountAbout site says it syncs US and international accounts. Whether your own bank is on the list is best checked before you subscribe.
