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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
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91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
View Details
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Sponsored
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Simplifi
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Sponsored
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
Refresh.me
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| Description | Moneydance is a personal finance management software that helps individuals with money management, bill payment and investment tracking facilities. People can use Moneydance to manage their preferred currencies with ease. The software automatically downloads transactions and makes online bill payments in a hassle-free manner. It also categorises the transactions and removes the ones that are not important. Users can access information related to account balances, upcoming and overdue transactions and exchange rates as per convenience. The software includes various graphing tools that can generate visual reports of income and expenses. These visual reports can also be saved into PNG files and can be printed on paper. Moneydance gets a notebook like user interface, but here the calculations get done automatically. Users can create a schedule for future or periodical payments and the software will send automated reminders from time to time. Moneydance also works well to record information related to investments in stocks, bonds, CDs, mutual funds and more. Read more | Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read 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. Read more | Refresh.me is the ultimate personal financial management tool, meticulously designed to keep their finances in check and their mind at ease. Users can easily track their account balances, monitor transactions, manage investments, and keep an eye on their credit all consolidated in one convenient place for maximum efficiency. With monthly credit reports, scores, and detailed 3-bureau updates, they'll always be informed about their financial health, empowering them to make well-informed decisions. The AI Assistant goes a step further by offering personalized insights tailored to their spending habits and financial goals, making it easier to navigate their financial journey. Moreover, the privacy management features actively work to protect their identity and ensure their online privacy, so they can explore their financial options without fear of data breaches. Whether they're monitoring their spending habits, analyzing their investment portfolio, or securing their personal information, Refresh.me empowers they with superpowered insights and robust protection to enhance their financial well-being. Read more |
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| SW Score & Breakdown |
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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| Total Features |
11 Features
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13 Features
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14 Features
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6 Features
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| Common Features for All |
Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Moneydance $49.99 $49.99 One Time Payment |
Monarch $7.50 $9.99 per month |
Simplifi $5.99 $5.99 per month |
Individual $12.00 $20.00 per month Couple $22.00 $35.00 per month Family $32.00 $65.00 per month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
+ 2 More
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+ 8 More
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+ 8 More
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| Videos | Not Available | Not Available |
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| Company Details | Located in: Edinburgh, Scotland | Located in: San Francisco, CA | Located in: Menlo Park, CA | Located in: +1 855-585-1026 |
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