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88% 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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98% 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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Quicken

Personal Finance Software

3.6 31,515 user ratings

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Overview

Description 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. 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 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. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $7.50.
  • Free Trial Available
  • Starts at $35.99.
SW Score & Breakdown

88% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    98%
  • Reviews
    68%
  • Momentum
    66%
  • Popularity
    83%

98% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    79%
  • Popularity
    88%
SaaSworthy Awards
Not Available
Not Available
# 1 Most Worthy # 5 Fastest Growing

Technical Details

Organization Types Supported
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • Online
  • Online
  • Online
API Support
  • NA
  • NA
  • Available

Reviews & Ratings

User Rating
4.4/5 5 user ratings
1/5 1 user ratings
3.6/5 31,515 user ratings
Rating Distribution
  • Excellent

    60%
  • Very Good

    20%
  • Average

    20%
  • Poor

    0%
  • Terrible

    0%
  • Excellent

    0%
  • Very Good

    0%
  • Average

    0%
  • Poor

    0%
  • Terrible

    100%
  • Excellent

    40.6%
  • Very Good

    17.2%
  • Average

    18.6%
  • Poor

    10.2%
  • Terrible

    13.4%
User Sentiments
    Not Available
    Not Available

    Ease of Use, Comprehensive Reporting Features, Efficient Transaction Downloading, Helpful Budgeting Tools

    High Subscription Cost, Inaccurate Transaction Downloads, Mobile App Functionality, Software Bugs and Glitches

Review Summary
Not Available
Not Available

Numerous reviewers commend Quicken for its user-friendliness, robust features, and reliable performance. They appreciate its intuitive interface, extensive customization options, and insightful financial reports. The rental property management module is particularly praised for its ease of use, comprehensive features, and accurate tracking of rental income and expenses. However, some users express concerns about occasional technical glitches, a steep learning curve for some features, and limited customer support. Overall, Quicken is generally well-received for its user-friendly design, diverse features, and helpful reporting capabilities.

Pros & Cons
Not Available
Not Available
Not Available
  Read All User Reviews Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $7.50.
  • Free Trial Available
  • Starts at $35.99.
Pricing Plans
Monthly Plans Annual Plans

Investment Services Custom

Wealth Management Custom

Private Client Custom

Monarch $7.50 $9.99 per month

Starter (Window) $35.99 $35.99 per year

Deluxe (Window) $46.79 $46.79 per year

Premier (Window) $70.19 $70.19 per year

Home & Business (Windlow) $93.59 $93.59 per year

Starter (MAC) $35.99 $35.99 per year

Deluxe (MAC) $46.79 $46.79 per year

Premier (MAC) $70.19 $70.19 per year

 
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Screenshots & Videos

Screenshots Not Available Monarch screenshot
+ 8 More
Spending
+ 2 More
Videos Video Thumbnail
+ 1 More
Not Available Video Thumbnail
+ 2 More

Vendor information

Company Details Located in: Redwood City, California Located in: San Francisco, CA Located in: Menlo Park, California Founded in: 2016
Contact Details

Not available

https://www.personalcapital.com/wealth-management

Not available

https://www.monarchmoney.com/

Not available

https://www.quicken.com/

Social Media Handles

FAQs

What are the key differences between Personal Capital and Monarch Money?

Personal Capital focuses on wealth management and financial planning, while Monarch Money is a personal finance management tool for tracking accounts and analyzing investments.

What are the alternatives to Personal Capital?

The top alternatives to Personal Capital are kopilot, Portfoliopilot, TOGGLE Copilot, INDATA Investment Management Software, and FinWise.

What are the alternatives to Monarch Money?

The top alternatives to Monarch Money are Personal Capital, Simplifi, Mint, Quicken, and Lunch Money.

Which product is better for managing large portfolios?

Personal Capital is better suited for managing large portfolios, as it offers features such as expert advisor access, ETF portfolio monitoring, and advanced financial planning tools.

Which product is more user-friendly?

Monarch Money is generally considered to be more user-friendly, with a simple and intuitive interface designed for everyday personal finance management.

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