Areas of Expertise
The Technology I Use
My personal needs for financial and productivity applications are simple. I’m a microbusiness and I don’t do much collaborative work with clients, though I give Microsoft Word's Track Changes a workout when I’m updating PCMag reviews.
I need money management. I have to track invoices and payments. And I must keep good records of my contacts and the financial applications I’ve covered. Since my business is uncomplicated, and because there are so many good solutions supporting personal finance and accounting and tax available, I’m able to move from one product to another occasionally so I don’t get overly familiar with one company’s products.
Mobile access is critical for personal finance and accounting and personal tax preparation. So I have both an iOS and Android phone for testing companion apps, since versions can vary. I use an assortment of tools for work that doesn’t involve managing money, like my Samsung Galaxy A51 phone, Evernote, Gmail and Google Drive.
I’m a bit of a Luddite in some ways. I still take handwritten notes during product briefings and I still have cable for both internet access and TV-watching. I do stream shows on an iPad and use an Amazon Kindle Paperwhite for reading books, though. Most of my days are spent staring at screens, much to the vexation of the two senior canines that share my office.
Recent Articles By Kathy Yakal
The Best Personal Finance and Budgeting Apps for 2026
Whether you need instant answers about your bank accounts, credit profile, or net worth, the top personal finance apps we've tested can give you the data in seconds and help you take control of your money.
WalletHub Review: Effective Finance Features With Useful Educational Content
WalletHub is a robust personal finance solution with multiple budgeting options, robust transaction management tools, extensive credit coverage, and high-quality mobile apps.
Sign up for only $7.99/month
PocketGuard Review: A Capable Collection of Personal Finance Tools
PocketGuard is an all-purpose personal finance app with competitive budgeting and transaction tools and an excellent user experience, but it could use credit score and investment features.
$74.99 Per Year
Credit Karma Review: A Helpful Free Resource for Detailed Credit Score Information
Credit Karma helps you track and improve both your credit score and net worth for free, but it lacks some standard personal finance features.
$0.00
Quicken Classic Review: Four Decades of Finance Tools in One Powerful Package
While its cluttered, desktop-bound interface has a steep learning curve, Quicken Classic remains a heavyweight champ for financial power users who need unmatched depth in investment tracking, custom reporting, and built-in bill pay.
Up to 50%, Starting at $2.99 Per Month