I Switched My Personal Finance Tools in 2025. Here’s What I’m Using Now

Are you still managing your personal finances with random spreadsheets, a half-working budgeting app, or just your bank balance and vibes?

In this video, CPA and financial educator Jamie Trull shares exactly why she ditched her piecemeal setup in 2025 and what personal finance tools she uses now to stay organized, intentional, and on track with her financial goals.

Try out Crew* for yourself: https://www.jamietrull.com/crew
Get 50% off your First Year with Monarch: https://www.jamietrull.com/monarch

You’ll learn:
✔️ Why she switched to Crew for smarter personal banking
✔️ How Monarch Money simplified budgeting and long-term financial planning
✔️ The #1 mistake even financially-savvy people make with personal finances
✔️ How to get started organizing your own money system (no shame, just clarity)

Want to learn the business tools Jamie switched to? Check out that video here:    • I Switched All My Financial Tools in 2025…...  

// ABOUT ME
Hey! I’m Jamie Trull, CPA & Profit Strategist, here to help you with the tools & resources to get you informed, organized and profitable with your business finances.
🛍️ Work with me: https://jamietrull.com/shop
📚Author of Hidden Profit https://jamietrull.com/book

// FINANCIAL TOOLS & SYSTEMS I LOVE (plus special deals!) //

💸 Best Payroll: https://jamietrull.com/payroll
🏦 No Fee Business Banking: https://jamietrull.com/banking
📚 DIY Accounting: https://jamietrull.com/accounting
💳 Best Business Credit Cards: https://jamietrull.com/creditcards

// CHOOSE YOUR ADVENTURE //

🔎 Discover Your Money Superpowers https://jamietrull.com/quiz
📈 Create your PROFFIT Plan™: https://jamietrull.com/PROFFIT
✅Savvy S Corp Owner Masterclass: Getting Your Salary Right. https://jamietrull.com/Salary
👪 Kids On Payroll Masterclass: Save Taxes and Set Your Kids up For Financial Success: https://jamietrull.com/Masterclass
🔥 S Corp Switch Masterclass: Is it the Right Move for Your Business This Year? https://jamietrull.com/Switch
🚀 Guide to Reducing Taxes for Business Owners https://jamietrull.com/taxsavings
📅 Ultimate Checklist to Organize Your Biz Finances https://jamietrull.com/checklist

🔗 Oh! And follow me:
Website: https://jamietrull.com/
Instagram:   / jamie.trull  
Facebook:   / balancecfo  
Free Community: https://jamietrull.com/group
Blog: https://jamietrull.com/blog

*Crew Disclosure: Crew is a financial technology company, not a bank. Banking services provided by Bangor Savings Bank, Member FDIC. Annual Percentage Yield (APY) is variable and may change after account opening. There is no minimum balance or deposit required to obtain the advertised APY. Fees may reduce earnings.

**DISCLAIMER: This video is meant for educational purposes only. This is not to be relied on or considered a substitute for advice on your specific situation from your tax advisor.
#personalfinance #finanicaltools #jamietrull