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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

PocketGuard logo
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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

Buxfer logo
Personal Finance Software

4.7 30 user ratings

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83% 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

CountAbout logo
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84% 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

MoneyWiz logo
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Overview

Description Pocketguard is an online money management tool that helps the user keep a tap on all their expenses and personal finances. Users can keep control of their spending and also grow their savings with the help of Pocketguard. The platform allows users to plan their finances by setting aside money for future Bills and investment goals. It's easy, interactive, and user-friendly interface with graphs and tabs gives a comprehensive view of the spending pattern across all categories. Users can add hashtags to each category to customize and personalize the reports. Users have the advantage to view all the investment accounts at one go. Users can define their future investment goals and let Pocketguard do the rest to meet those goals. The website’s 256 bit SSL encryption ensures that the user data is safe and secure. The mobile app comes with biometrics and PIN code security as an added layer of protection. Pocketguard helps simplify the users' personal finance by optimizing their spending. Read more Buxfer is a top graded online money management application that helps its users with their budgeting, retirement planning, investments, forecasting, and more. Users get access to a comprehensive financial statement in one place. Moreover, they can optimize the automatic secure sync module to integrate with 20k+ bank accounts. Besides getting access to a manual transaction facility, users can also leverage the same to upload statements from their banks or softwares. Buxfer helps users with detailed insights, showcasing their spending trends. Thus enabling them to identify irregularities and plan out budgets in an efficient manner. The application sends real-time alerts when an individual exceeds their spending limits. Detailed financial forecasts let users detect upcoming trends and make decisions accordingly. Further, Buxfer helps its users in reaching their financial goals by suggesting appropriate long-term plans and investing strategies from time to time. Read more CountAbout is a comprehensive personal budgeting software, that comes as a customisable, accessible and secure platform helping out users with their financial management. With the software, users can set up running register balances, besides importing data from Mint and Quicken. Its interface is quite user-friendly, devoid of advertisements. CountAbout is compatible with both standard and custom categorisation facilities. Moreover, it is also capable of automating transaction downloads and data sync from various major credit cards and banking accounts. CountAbout takes care of recurring and uncleared transactions besides providing detailed budgeting insights for informed decision-making. Furthermore, it offers real-time financial reports to offer a comprehensive overview of the business finances. All the financial activities are made visible under the facilities of graphical and text-based widgets. Finally, CountAbout is backed by excellent customer service, comprising knowledgeable agents offering adequate responses. All the data stored within the platform are absolutely secure. Read more MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Available
  • Starts at $9.99.
  • Free Trial Not Available
  • Starts at $4.17.
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
    87%
  • Reviews
    78%
  • Momentum
    68%
  • Popularity
    83%

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
    94%
  • Reviews
    84%
  • Momentum
    63%
  • Popularity
    70%

83% 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
    90%
  • Reviews
    60%
  • Momentum
    64%
  • Popularity
    71%

84% 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
    97%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    71%
SaaSworthy Awards # 9 Most Popular
Not Available
# 9 Fastest Growing
Not Available

Features

Total Features
9 Features
12 Features
10 Features
13 Features
Common Features for All
    Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
    Bills Management Facility to add manage purchase bills and get reminded if bills are due
    Budgeting Prepares a plan to spend your money by balancing income and expenses.
    Expense Groups Allows to categorize or group the transactions with common attributes
    Financial Dashboard All in one dashboard that presents the financial performance.
    Investment Monitoring Monitors the performance of savings and investments
    Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
    Multi-Currency Enables payment and collection in multiple currencies.
    Payment Gateway Facilitates payments for bills, membership, donation, etc.
    Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
    Reports Comes with reporting capabilities and features custom pre-built reports
    Spend Tracker Tracks expense and spend patterns to make your finances manageable
    Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
    Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
    Transaction History Allows to verify or check all your historical transactions anytime
  • + 6 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 9 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 7 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 10 More - Show Less
  • 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
    • 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
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    • Online
    • Online
    API Support
    • NA
    • Available
    • NA
    • NA

    Reviews & Ratings

    User Rating
    3.7/5 24 user ratings
    4.7/5 30 user ratings
    Not Available
    Not Available
    Rating Distribution
    • Excellent

      54.2%
    • Very Good

      16.7%
    • Average

      0%
    • Poor

      4.2%
    • Terrible

      25%
    • Excellent

      83.3%
    • Very Good

      13.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      3.3%
    Not Available
    Not Available
      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 Not Available
    • Starts at $3.99.
    • Free Trial Available
    • Starts at $9.99.
    • Free Trial Not Available
    • Starts at $4.17.
    Pricing Plans
    Monthly Plans Annual Plans

    PocketGuard Custom

    PLUS $3.99 $3.99 per month

    PRO $4.99 $4.99 per month

    PRIME $9.99 $9.99 per month

    Basic $9.99 $9.99 per year

    Premium $39.99 $39.99 per year

    Premium $4.17 $4.99 per month

    Standard $19.99 $19.99 per year

    MoneyWiz 3 (Pay once) Others

    MoneyWiz 3 (subscriber) Others

     
    View Detailed Pricing
    View Detailed Pricing
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots Accounts
    + 2 More
    Not Available Not Available MoneyWiz 3.1 for Desktop (macOS and Windows)
    + 1 More
    Videos Video Thumbnail Not Available Video Thumbnail Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Menlo Park, California Located in: Sunnyvale, California Located in: Madison, Wisconsin Founded in: 2014 Located in: San Francisco, California
    Contact Details

    Not available

    https://pocketguard.com/

    +1-855-527-7722

    https://www.buxfer.com/

    +1 608-313-5629

    https://countabout.com/

    Not available

    https://wiz.money/

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