The holidays bring joy and connection—but also more transactions, travel, and details to manage. Using technology thoughtfully can help you stay organized, protect your information, and make financial decisions with clarity and confidence.
A few well-chosen apps can support that structure:
- Honey and CamelCamelCamel help you purchase wisely. Honey applies verified coupon codes at checkout, while CamelCamelCamel tracks Amazon price history so you can confirm whether a discount is genuine before you buy.
- Monarch gives you a clean, real-time picture of your financial life across all accounts. Once you link your bank, credit cards, and savings, Monarch automatically categorizes your spending and shows exactly where your holiday dollars are going.
- Quicken Simplifi is perfect if you prefer a more structured, intentional budgeting system. It lets you plan your dollars in advance — gifts, travel, meals, charitable giving — and track them against your targets in real time.
When the season winds down, organization will make cleanup easier. Save all receipts; digital or paper in a single folder or spreadsheet labeled Holiday_Receipts_2025. This simple step makes returns, budgeting, and future planning far more efficient.
Technology works best when paired with good systems. With the right structure in place, you’ll reduce stress, stay on budget, and protect your financial well-being throughout the season.
If you’d like to see how AFP can simplify and strengthen your financial systems year-round, take our free assessment and discover where we can make the greatest impact this season.
Jeremy Zizmor is the founder of Assurance Family Partners, a company whose mission is to assist and empower individuals and families who need help managing their personal day-to-day finances. He is responsible for running all facets of the business.
