87% 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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78% 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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Sponsored
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 Quicken
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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 | PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more | Pockett helps to track the money effortlessly on the go from expenses and income, to budgets and goals. It has key features like Budget Insights, Stock Portfolio Tracking, Generate Reports, Daily Reminder, Rolling Budget and much more. 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 | 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 |
87% 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
|
78% 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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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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SaaSworthy Awards | # 7 Fastest Growing |
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# 1 Most Worthy # 5 Fastest Growing |
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Total Features |
12 Features
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9 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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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
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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 |
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Review Summary |
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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. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month |
Pockett Free |
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 |
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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View Detailed Pricing
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Personal Capital
4.3 Based on 4 Ratings |
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Screenshots |
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Videos |
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Company Details | Located in: Dunedin, New Zealand Founded in: 2008 |
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Located in: Menlo Park, California Founded in: 2016 | Located in: +1 855-585-1026 |
Contact Details |
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Social Media Handles |
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