Keeping a finance community engaged can be tough, especially when members seek practical value. Our Tool of the Day templates make it easy to spotlight resources that boost productivity and spark conversation. Give your community actionable insights and keep members coming back for more.
Get personalized templates for your community in seconds
Highlighting a tool each day taps into members' desire for continuous improvement and practical solutions. Finance professionals are always on the lookout for ways to optimize workflows, save time, and stay compliant. By providing daily recommendations, you establish your community as a trusted source for relevant tools and resources.
This content type also fosters peer-to-peer learning. When members see real-world tools in action, they feel empowered to share their own experiences or ask questions. This dynamic builds trust, increases participation, and creates a collaborative learning environment.
Tool of the Day: Try Mint for tracking your personal and business budgets. Who has used it?
💡 Example: "Tool of the Day: Try Mint for tracking your personal and business budgets. Who has used it?"
Have you heard of YNAB? It's a budgeting app that helps you assign every dollar a job.
💡 Example: "Have you heard of YNAB? It's a budgeting app that helps you assign every dollar a job."
Today's tool spotlight: Personal Capital. Analyze your investments and net worth easily. Give it a try!
💡 Example: "Today's tool spotlight: Personal Capital. Analyze your investments and net worth easily. Give it a try!"
Looking to automate savings? Check out Qapital. Has anyone used their goals feature?
💡 Example: "Looking to automate savings? Check out Qapital. Has anyone used their goals feature?"
Tool of the Day: Robinhood for commission-free investing. Share your experience below.
💡 Example: "Tool of the Day: Robinhood for commission-free investing. Share your experience below."
Ever tried Tiller Money? It links spreadsheets to your bank for real-time tracking.
💡 Example: "Ever tried Tiller Money? It links spreadsheets to your bank for real-time tracking."
Today's recommendation: TurboTax for filing taxes online. What do you use for tax prep?
💡 Example: "Today's recommendation: TurboTax for filing taxes online. What do you use for tax prep?"
Try Splitwise to keep track of shared expenses with friends or colleagues.
💡 Example: "Try Splitwise to keep track of shared expenses with friends or colleagues."
Tool of the Day: Seek out the Acorns app to automate your investing by rounding up purchases.
💡 Example: "Tool of the Day: Seek out the Acorns app to automate your investing by rounding up purchases."
Looking for a free credit score? Credit Karma gives you updates and tips.
💡 Example: "Looking for a free credit score? Credit Karma gives you updates and tips."
Today's tool: Expensify for easy receipt tracking. How do you manage your business expenses?
💡 Example: "Today's tool: Expensify for easy receipt tracking. How do you manage your business expenses?"
Have you tried the PocketGuard app? It helps you see how much is safe to spend.
💡 Example: "Have you tried the PocketGuard app? It helps you see how much is safe to spend."
Tool of the Day: Check out Plaid for secure financial account connections.
💡 Example: "Tool of the Day: Check out Plaid for secure financial account connections."
Looking to track your crypto? Try Delta or CoinStats for portfolio management.
💡 Example: "Looking to track your crypto? Try Delta or CoinStats for portfolio management."
Today's suggestion: Use Fidelity's research tools for in-depth market analysis.
💡 Example: "Today's suggestion: Use Fidelity's research tools for in-depth market analysis."
Try using Billshark to negotiate and lower your monthly bills automatically.
💡 Example: "Try using Billshark to negotiate and lower your monthly bills automatically."
Tool of the Day: GnuCash is a free desktop tool for double-entry bookkeeping.
💡 Example: "Tool of the Day: GnuCash is a free desktop tool for double-entry bookkeeping."
Have you explored Morningstar for fund analysis? Share your favorite features.
💡 Example: "Have you explored Morningstar for fund analysis? Share your favorite features."
Today's pick: Prism lets you view and pay all your bills from one dashboard. Try it today.
💡 Example: "Today's pick: Prism lets you view and pay all your bills from one dashboard. Try it today."
For team budgets, check out Float. Does anyone here use it for cash flow forecasting?
💡 Example: "For team budgets, check out Float. Does anyone here use it for cash flow forecasting?"
Tool of the Day: Use Wise for fast and low-cost international money transfers.
💡 Example: "Tool of the Day: Use Wise for fast and low-cost international money transfers."
Have you tried the Zogo app? It turns financial literacy into a game.
💡 Example: "Have you tried the Zogo app? It turns financial literacy into a game."
Today's tool: Check out Wealthfront for automated investing and planning.
💡 Example: "Today's tool: Check out Wealthfront for automated investing and planning."
Looking to maximize credit card rewards? Try AwardWallet to track your points.
💡 Example: "Looking to maximize credit card rewards? Try AwardWallet to track your points."
Tool of the Day: Wave is a free accounting tool for small business owners.
💡 Example: "Tool of the Day: Wave is a free accounting tool for small business owners."
Ever used the Honey extension to save on online purchases? Share your tips.
💡 Example: "Ever used the Honey extension to save on online purchases? Share your tips."
Today's tool: Use Copilot for beautiful, AI-driven budgeting on iOS devices.
💡 Example: "Today's tool: Use Copilot for beautiful, AI-driven budgeting on iOS devices."
Tool of the Day: Check out NerdWallet's calculators for loans, savings, and more.
💡 Example: "Tool of the Day: Check out NerdWallet's calculators for loans, savings, and more."
Looking for compliance help? Try ComplyAdvantage for AML screening and monitoring.
💡 Example: "Looking for compliance help? Try ComplyAdvantage for AML screening and monitoring."
Today's pick: Use Xero for cloud-based accounting and easy invoicing.
💡 Example: "Today's pick: Use Xero for cloud-based accounting and easy invoicing."
Ever used FRED for economic data? It has tons of charts and reports for analysis.
💡 Example: "Ever used FRED for economic data? It has tons of charts and reports for analysis."
Tool of the Day: Check your net worth trends with the Personal Capital dashboard.
💡 Example: "Tool of the Day: Check your net worth trends with the Personal Capital dashboard."
Today's tool: Use FreshBooks for simple invoicing and time tracking.
💡 Example: "Today's tool: Use FreshBooks for simple invoicing and time tracking."
Have you tried the Albert app? It offers automated savings and personalized advice.
💡 Example: "Have you tried the Albert app? It offers automated savings and personalized advice."
Looking for retirement tools? Vanguard offers calculators and planning resources.
💡 Example: "Looking for retirement tools? Vanguard offers calculators and planning resources."
Tool of the Day: Check out QuickBooks for small business finance management.
💡 Example: "Tool of the Day: Check out QuickBooks for small business finance management."
Today's suggestion: Try the Clarity Money app to track subscriptions and cut unwanted costs.
💡 Example: "Today's suggestion: Try the Clarity Money app to track subscriptions and cut unwanted costs."
Tool of the Day: BlackRock's Aladdin provides risk analytics for institutional portfolios.
💡 Example: "Tool of the Day: BlackRock's Aladdin provides risk analytics for institutional portfolios."
Have you checked out the IRS2Go app for tracking your tax refund status?
💡 Example: "Have you checked out the IRS2Go app for tracking your tax refund status?"
Today's tool: Use Greenlight for teaching kids about money with real accounts.
💡 Example: "Today's tool: Use Greenlight for teaching kids about money with real accounts."
Tool of the Day: Use Seek Capital for small business funding options and advice.
💡 Example: "Tool of the Day: Use Seek Capital for small business funding options and advice."
Have you explored the Budget Bytes site for affordable meal planning?
💡 Example: "Have you explored the Budget Bytes site for affordable meal planning?"
To implement these templates, start by selecting tools that align with your community’s interests and needs. Schedule posts consistently, ideally at the same time each day, to create anticipation. Encourage members to try the featured tool, share tips, or discuss their experiences in the comments. Rotate between well-known apps, hidden gems, and member-recommended resources to keep content fresh.
Since these templates work on all platforms, tailor your visuals and formatting to each channel. Use short, punchy intros for Twitter or LinkedIn, and add visuals or screenshots where possible on Facebook or Slack. Pin or highlight popular tool posts for easy reference, and consider using threads or hashtags to organize ongoing Tool of the Day discussions.
A Tool of the Day post highlights a specific app, platform, or resource that can help members improve their financial workflows or knowledge.
For best results, post daily or several times a week to build momentum and create a regular value-driven feature.
Absolutely. Featuring member-recommended tools boosts engagement and strengthens the community’s sense of ownership.
It’s best to mix free and paid tools, but always clarify costs and mention free alternatives when possible.
End each post with a direct question or call-to-action, and follow up on replies to keep the conversation going.
Yes, these templates are designed for all major community platforms, including forums, social media, and chat apps.
Monitor reactions, comments, and shares on each post to determine which tools drive the most engagement.