Home/Personal Finance Software/EveryDollar vs Personal CapitalUpdated on: January 30, 2023

Compare EveryDollar vs Personal Capital

89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

EveryDollar helps you create a monthly budget so you can achieve your money goals. Start your budget by adding the income you expect to make this month. Next, make a plan for your income. EveryDollar provides you with a customizable template for budgeting your monthly expenses. Follow your plan by keeping track of your spending throughout the month. Each time you spend money, create a transaction and track it to your budget. EveryDollar syncs across devices so whether you are budgeting from your desktop or phone, your budget is always up to date. When you upgrade to EveryDollar Plus, you can join the 5 million people who‘ve taken Financial Peace University. Their motivating nine-lesson class will teach you how to pay off debt, save, and build wealth. ..show more

Personal Capital is a personal wealth management platform dedicated to helping clients manage their finances by enabling them to seek assistance from expert advisors. This portfolio tracker is all that is required to monitor all accounts related to finance i.e. bank accounts, stocks, investments and retirement funds. A detailed and interactive dashboard makes it convenient to get access to relevant tools and features, while Cash Flow graphs help keep a track of income and expenditure. Further, users are also provided access to professionally monitored ETF portfolios and reviews on request and state of the art digital services. This ensures minimum risk and maximum returns which are ultimately beneficial for meeting financial goals. Personal Capital’s strict privacy policy ensures the safekeeping of uploaded data in an encrypted format. Thanks to its simple user interface and easy device adaptability, Personal Capital has become a favourite among 2.8 million people worldwide. ..show more

Quicken is a personal finance management tool that helps to organize and manage personal budgets. Get real-time notifications in your Quicken mobile app* when you use your card, including pending transactions, so your spending, budgets and custom alerts are always up to date. Reimbursement for expenses incurred for stolen or damaged phones, if recurring phone bill payments are made with an eligible Mastercard. Pay any bill directly from Quicken. Now Quicken Bill Pay1 is free with Premier and Home, Business & Rental Property plans. No need to go to different websites, remember passwords, and monitor multiple accounts1. Access both e-bills and manual bills on one common dashboard. They protect your data by using a secure Internet connection and the latest SSL encryption technology. ..show more

Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

N/A

Redwood City, California

Menlo Park, California

Menlo Park, California

API

N/A

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

EveryDollar Plus
Custom

Features

  • Add Your Monthly Income
  • Plan Your Expenses
  • Track Your Spending
  • Budget Anywhere

View Price Page
Investment Services
Custom

Features

  • $100K to $200K Investment Assets
  • Financial planning tools
  • Financial advisory team
  • Financial and retirement planning Investment review
  • Personal Strategy® and Smart Weighting™
  • Portfolio monitoring and rebalancing
  • Tax optimization
  • Exchange-traded funds (ETFs)
Wealth Management
Custom

Features

  • Over $200K to $1M Investment Assets
  • Financial planning tools
  • Two dedicated financial advisors
  • Access to specialists
  • Financial and retirement planning
  • Investment review
  • Financial decisions support (including insurance, home, finance, stock options, and compensation)
  • Personal Strategy® and Smart Weighting™
  • Portfolio monitoring and rebalancing
  • Tax optimization
  • Portfolio customization
  • Exchange-traded funds (ETFs)
  • Individual stocks
Private Client
Custom

Features

  • Over $1M Investment Assets
  • Financial planning tools
  • Two dedicated financial advisors
  • Access to specialists
  • Access to Investment Committee
  • Financial and retirement planning
  • Investment review
  • Financial decisions support (including insurance, home, finance, stock options, and compensation)
  • Wealth planning (estate, tax, and legacy) Private equity and hedge fund review Access to private banking services
  • Personal Strategy® and Smart Weighting™
  • Portfolio monitoring and rebalancing
  • Tax optimization
  • Portfolio customization
  • Estate, tax and legacy portfolio construction
  • Exchange-traded funds (ETFs)
  • Individual stocks
  • Individual bonds* and private equity investments**
View Price Page
Starter (Window)
$35.99 /Year

Features

  • See all your accounts in one place
  • Create a budget and manage your bills
  • Manage your money on the go across desktop + web + mobile
Deluxe (Window)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Create savings goals
Premier (Window)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Free online bill payment
  • Priority access to customer support (a $49 value)
  • Simplify your taxes and investments
Home & Business (Windlow)
$93.59 /Year

Features

  • Includes Premier plan features, plus
  • Separate and categorize business and personal expenses
  • Email custom invoices from Quicken with payment links
  • Simplify and track your business tax deductions and your profit & loss
Starter (MAC)
$35.99 /Year

Features

  • See all your accounts in one place
  • Categorize your expenses automatically
  • Manage your money on the go across desktop + web + mobile
Deluxe (MAC)
$46.79 /Year

Features

  • Include Starter plan features, plus
  • Create a customized budget
  • Manage and track your debt
  • Simplify your taxes and investments
Premier (MAC)
$70.19 /Year

Features

  • Includes Deluxe plan features, plus
  • Priority access to customer support (a $49 value)
View Price Page
Simplifi
$5.99 /Month

$47.99 billed Year

Features

  • Platforms: Mobile & Web app
  • Manage your money anywhere
  • Free Quicken phone and chat support
  • Automatic download of all transactions
  • Add manual accounts
  • Automatic categorization of income & expenses and define custom rules
  • Create custom income and expense categories
  • Create tags to group spending across multiple categories
  • Split transactions to track multiple categories
  • Manually review new transactions (optional)
  • Add notes & memos to transactions
  • Create custom Savings Goals
  • Create a 1-month budget
  • Ignore transactions from monthly spending plan
  • Budget for savings goals
  • Budget transfers to other accounts
  • Suggestions based on spending history
  • Checking, Savings & Credit Card Accounts
  • Loans, Assets & Brokerage Accounts
  • Education (529) and custodial accounts
  • Retirement: 401(k), IRA, 403(b)
  • Track home value
  • Track net worth
  • Track bills & subscriptions
  • Automatically separate bills & subscriptions
  • Auto-detect bills
  • Manually add bills
  • Alerts for upcoming & unusual bills and when bills are paid
  • Projected Cash Flow
  • Download online bIlls from thousands of connected billers
  • Track tax-related spending & Income transactions
  • Connect to investment institutions to automatically download transactions: Connects to 750 investment institutions; downloads holdings, positions & cash
  • Add manual investment accounts
  • Track complete portfolio across financial institutions
  • Download security prices and history
  • Banking reports
  • Net worth reports
  • Comparison reports
  • Spending reports
  • Categorize & separate personal, business & rental income/expense
View Price Page

SCREENSHOTS

EveryDollar Screenshots
View 3 screenshot(s)
Personal Capital Screenshots
View 0 screenshot(s)
Quicken Screenshots
View 3 screenshot(s)
Simplifi Screenshots
View 9 screenshot(s)

ALTERNATIVES

Top alternatives to EveryDollar

TrueBill
TrueBill
Simplifi
Simplifi
Goodbudget
Goodbudget
You Need A Budget
You Need A Budget
Quicken
Quicken

Top alternatives to Personal Capital

TOGGLE Copilot
TOGGLE Copilot
Quicken
Quicken
Mint
Mint
Simplifi
Simplifi
Investipal
Investipal