Software Eases Families’ Financial Management

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GreenSherpa™ Offers Solutions for Tax Season Resolutions

There’s been such a focus on net worth, but creating a cash flow plan helps people focus on truly living within their means

Tax season spurs countless financial resolutions, and GreenSherpa helps people keep them. GreenSherpa software offers the tracking and budgeting found in other solutions, but goes further. As the first SaaS cash flow management application, GreenSherpa allows users to proactively manage their individual cash flows and financial assets online with dynamic budgeting, goal setting and collaboration tools.

“There’s been such a focus on net worth, but creating a cash flow plan helps people focus on truly living within their means,” Chief Operations Officer Erin Lozano said. “They can always know that they’re going to be financially OK.”

From people who are just beginning to actively monitor their finances to those who are ready for more sophisticated planning and tracking, here’s how GreenSherpa can solve some of the most common problems of financial management:

BEGINNER: Start tracking how you spend your money. GreenSherpa can import and automatically synchronize bank, credit and asset account data. Once data is uploaded, GreenSherpa will even auto-categorize most of the data for the users. Users can enter additional information manually. It’s an easy way for users to record how they spend their money, which can save hours of sorting through records at tax time.

INTERMEDIATE: Create a budget. GreenSherpa will outline a budget with calculations of the average monthly spending per category based on historical spending.

Communicate about the finances. GreenSherpa knows that when financial troubles cause friction in families, it’s usually because there’s a lack of transparency and communication. GreenSherpa users can invite spouses, financial planners, CPAs or other trusted individuals to access account information online. Users can leave comments for each other in the system and know, in real time, the state of the family finances.

ADVANCED: Develop a cash flow plan. Even people well-versed in Quicken or Microsoft Money can benefit from this unique feature of GreenSherpa. GreenSherpa’s ability to track historical expenses allows individuals to make educated predictions based on their spending habits.’

“A budget is based on a sense of averages, and averages are a static amount,” Lozano said. “We say start with averages, but add dynamic real-time information to create a cash-flow projection that includes calendar events – the variable spending that comes with a graduation, a home improvement plan or a birthday.”

GreenSherpa is available as a subscription-based service for $7.95 per month or $5.95 per month with an annual subscription. A free 30-day trial is offered. For more information, go to

About GreenSherpa:
GreenSherpa is the technology leader in providing Personal Cash Flow Management. Its subscription-based Software as a Service (SaaS) application combines the features and familiarity of conventional personal finance programs with advanced personal planning and goal setting capabilities to help individuals clarify their personal financial situation and empower users to make smart choices with peace of mind. Designed to meet the needs of experienced Personal Financial Management software users, GreenSherpa offers unprecedented data integration and Web collaboration features. GreenSherpa, a privately owned company, is based in Santa Barbara, California. To learn more, visit


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Erin Lozano
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