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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
What is Quicken and how does it work?
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 moreSW Score Breakdown
76% 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
What is Refresh.me and how does it work?
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 moreSW 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
What is Goodbudget and how does it work?
Goodbudget is an advanced budget maker and tracker app that helps people with their daily expenditures. It helps users to spend and save money after keeping important events in mind. The software’s virtual budget program allocates money to different expenditure programs in advance by generating multiple envelopes. This will keep future bill payments safe and users don’t have to face any shortage of money at bill payment time. Further, users can also add family members over Goodbudget, which will enable all of them to track the flow of money in a collaborative way. It allows them to spend on those things which are of utmost importance. The software also helps users with debt pay off. They can create a debt account on the web and Goodbudget will track their payoff progress and send on-time notifications when they will be debt-free. It encourages users to save more money and quickly remove the burden of debt off their heads. Goodbudget is an appropriate alternative for traditional spreadsheets, planner, worksheets etc.
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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
What is MoneyWiz and how does it work?
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 moreSW Score Breakdown
82% 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
What is Lunch Money and how does it work?
Lunch Money software is a platform used to gain control of your finances. The software offers recurring expenses to organize and track expenses. It is a secure platform used to connect with your bank for automatic imports. Freelancers, Individuals, Small and Medium companies make use of the software.
SW Score Breakdown
80% 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
What is Qashboard and how does it work?
Qashboard is the financial management platform today's professionals need to efficiently monitor their finances. With Qashboard, users can link all their financial accounts in one secure dashboard that provides a comprehensive overview of income, spending, investments, debt, and net worth. The intelligent platform utilizes powerful AI to analyze transaction data and identify spending trends over any timeframe. Users gain precise insights that allow for smarter budgeting, planning, and optimization of cash flow. The easy-to-use interface prioritizes key analytics while still giving access to granular details on demand. Users can set custom budgets, project future scenarios, and receive personalized tips that support their financial goals. Qashboard also enables seamless automation for tasks like bill pay and transfers. Whether planning for retirement, managing business finances, or simply gaining control of their money, professionals can have confidence in Qashboard as a versatile tool for taking charge of their financial world. With industry-leading data security and 24/7 support, Qashboard has the features and reliability today's professionals need.
Read moreSW Score Breakdown
81% 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
What is Banktivity and how does it work?
Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.
Read moreSW Score Breakdown
89% 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
What is Monarch Money and how does it work?
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 moreSW Score Breakdown
70% 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
What is GreenWise and how does it work?
GreenWise is a tool providing easy ways to automate carbon accounting. Download your company GreenWise data, or build automated extraction pipelines in order to analyze your emissions directly from your own BI solution. Allow your employees to log in securely to GreenWise with your SSO solution. Build custom and relevant dashboards to your company to see directly what matters. Start tracking offset per employee and allow them to visualize their own contribution to the company emissions. Note that this data is not intended to be made available to the account owner in order to respect employee's privacy.
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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
What is PocketSmith and how does it work?
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 moreSW Score Breakdown
76% 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
What is Mezzi and how does it work?
Mezzi provides financial advice for professionals that want to build long-term wealth. With Mezzi, they can access insights typically reserved for high-cost wealth advisors so that they can make informed decisions about their investments. Mezzi also makes it simple to manage their portfolio regardless of how many accounts they have. Its personalized tax advice helps they save on capital gains taxes, while their fee analysis lets they spot any potential overcharges. Mezzi is a comprehensive solution for all their wealth-building needs. It starts with an innovative asset allocation helping they decide where their money should go. That's followed by a tailored portfolio review so they know how to get the most out of their money. Along the way, Mezzi offers personalized tax and fee preconciliation services to ensure they’re making the right moves for their finances. But Mezzi doesn't just provide valuable advice and guidance it also helps them maximize passive income. Its comprehensive reporting feature takes all of their accounts into account and then provides detailed analysis so that they can uncover potential gaps in their portfolio and make the right decisions for their future. Mezzi makes building long-term wealth simple and efficient. Its comprehensive suite of services, personalized advice, and intuitive interface are designed to save they time and put their finances on a path toward a secure financial future.
Read moreSW Score Breakdown
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
What is You Need A Budget and how does it work?
You Need A Budget is an interactive finance and budget management software. It helps users monitor their personal expenditures, enhance savings and come out of financial debts. A four rules module, integrated within this program, enables users to optimize their income and plan future expenses in a strategical way. The program combines money management hacks with technology offering robust expense management mechanism. Users of You Need A Budget, can share financial information with their partner, at any time of the day as per their convenience. The software lets users create achievable goals regarding finances and keep expanding their target until they become capable of maintaining complete control. Analytical graphs and chart based reporting module facilitate accurate data analytics. Users can either opt for email-based support or go through more than 100 online, live weekly workshops and use them as a knowledgebase. The software encrypts its users’ data, applies bcrypt hash to user passwords, besides using accredited data centres offering robust data security provision.
Read moreSW Score Breakdown
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
What is Koppr and how does it work?
A comprehensive Employee Expense Management Software, Koppr is designed to serve startups, small and medium businesses, besides local brands. It helps businesses manage employee benefits to ensure their well-being and optimise the company’s growth in real-time. With features exclusively designed to enhance employees’ business experience, this intuitive platform delivers expert services. Koppr tribes are one such feature that lets users engage with a specially curated community of financial experts. This community provides industry-related information to help businesses structure their brand and offer employees a wide range of benefits, both financially and professionally. Furthermore, Koppr also delivers finely tailored financial news which lets organisations extract relevant information to apply to their business structures and mould financial plans accordingly. Beyond this, free resources are also available on the website that acts as important tips and advice on expense tracking, employee wellness and more. With a special aim to create financially healthy workforces, Koppr delivers exclusive features that fulfil its mission thoroughly.
Read moreSW Score Breakdown
82% 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
What is Savology and how does it work?
Savology software is a platform used to manage financial success for future. The software offers personalized recommendations to improve your financial security. Measure your finances with a report card to complete tasks and milestones to reach financial goals. Small and Medium companies make use of the software.
SW Score Breakdown
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
What is WellPaid and how does it work?
WellPaid is an operating system for sharing. This means WellPaid helps to keep the finances clean backed by effortless sharing. WellPaid serves a wide number of people. From roommates to co-parents and landlords- everyone uses this software. This system allows people to detect recurring bills and subscriptions that charge their bank accounts. With WellPaid, individuals can track their bills or monitor shared charges as a team. Also, they can see shares automatically. WellPaid even ensures auto-splitting charges. This means a group of people can set simple rules to break their bills or subscriptions any time they charge. Automated transfers are also carried out with the help of this system. One can set recurring bank debits for utility bills and auto-save from deposits. WellPaid consolidates one’s existing accounts and services into a single location, while also providing options for automation and sharing. This all-in-one platform is automated, flexible, and shareable, making the process of splitting bills fully effortless.
Read moreSW Score Breakdown
77% 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
What is Fintece and how does it work?
Fintece is a financial tracking tool that makes it easy to manage your money. The dashboard and built-in tracking tools provide an easy way to see where the money is going. User can create different categories to see exactly what they are spending your money on and how much spending it.
SW Score Breakdown
80% 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
What is Panopticash and how does it work?
If the customer work with frequent international investments or do a lot of traveling? Staying on top of multiple currencies can be challenging and complex. Panopticash is here to make it easy! With secure platform, can easily track and manage finances with multiple currencies. Panopticash ensures that financial health is at peak condition, regardless of the currency may be using. All need to do is fill in account details and ready to go. This highly intuitive design allows quickly switch between multiple currencies, giving more control and insight into finances. What sets us apart, though, is quick and reliable customer service. No longer do have to worry about confusion due to currency exchange. This team of professionals is available to help 24/7. Plus, have established beneficial partnerships with leading international banks, making banking and investing experience more efficient and easier to manage.
Read moreSW Score Breakdown
80% 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
What is Moneyhub and how does it work?
Introducing Moneyhub, the ultimate solution to transform their data into personalized digital experiences and initiate seamless payments. With this regulated Open Data platform, professionals like they can now revolutionize the way they manage their finances, making every transaction effortless and efficient. Gone are the days of tedious manual data entry and time-consuming tasks. With Moneyhub, they can streamline their financial information, whether it's tracking their expenses, analyzing their investments, or simply understanding their spending patterns. This platform empowers they with the tools they need to take control of their money effortlessly. Imagine having the power to effortlessly transform complex data into beautiful and intuitive visuals. With Moneyhub, they can easily create customized digital experiences that present their financial insights in a way that is visually stunning and easy to understand. Impress their colleagues with interactive charts, graphs, and reports that bring their data to life and make their presentations truly memorable. But Moneyhub doesn't stop at just visualizing their data; it also enables they to take action. With this seamless payment initiation feature, they can effortlessly initiate payments directly from the platform, saving they precious time and effort. No more logging into different banking portals or juggling multiple payment platforms - everything they need is right at their fingertips. And the best part? Moneyhub is a regulated Open Data platform, ensuring the highest level of security and compliance. They understand the importance of safeguarding their financial information, which is why we take every measure to protect their data and ensure their privacy is respected at all times. With Moneyhub, they can have peace of mind knowing that their information is in safe hands. So why wait? Join the ranks of professionals who are already revolutionizing the way they manage their finances with Moneyhub. Say goodbye to the hassle and frustration of manual data entry and welcome a new era of personalized digital experiences and effortless payments. Experience the power of Moneyhub today and discover a world where managing their finances is as easy as a click of a button.
Read moreSW Score Breakdown
82% 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
What is Snoop and how does it work?
Introducing Snoop, the free money management app that helps they take control of their finances. With Snoop, you'll be able to track their spending, set budgets, reduce bills and ultimately save more money. Take control of their financial situation and start beating cost of living increases right away. Snoop makes it easy to manage their financials with simple navigation, comprehensive analysis, and money saving tips. They’ll be able to view all their financial accounts in one place and get clear insights into their overall budget. Set monthly budgets and know exactly what they can afford. Plus, Snoop makes it easier to reduce bills without hours of research. Get access to discounts that will lower their bills, so they can keep more money in their pocket. They work hard for their money, so make sure they're getting the most out of it with Snoop. Get immediate access to reliable financial information and become an expert in budgeting. They’ll be able to better plan for the future, save for important life goals, and confidently control their finances. Move to a smarter way of managing their money and download Snoop today.
Read moreSW Score Breakdown
86% 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
What is Money Dashboard and how does it work?
Money Dashboard is a personal finance management app for people who want to manage their expenditure and increase savings. The app provides an easy way to monitor all accounts in one place, transfer money to different accounts and even create offline accounts. It tracks user’s areas of spending money and divides them to let users know if the expenditures were necessary or not. Users can utilise this data to make better money management decisions. Money Dashboard also helps in budget planning. It shows all the bills and subscriptions in one place, which makes it easy to know whether the user is spending as per the plan or not. The app shows a countdown to users’ next payday and encourages them to avoid overspending. Money Dashboard provides bank-level security to keep user’s personal finances and information secure. The app is authorised and regulated by the Financial Conduct Authority (FCA) of the United Kingdom.
Read moreSW Score Breakdown
77% 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
What is Pockett and how does it work?
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.
SW Score Breakdown
89% 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
What is Spendee and how does it work?
Spendee gives you the power of unique data analysis in an adaptable environment that automatically and thoroughly analyzes your income and expenses, giving you intelligent advice on how to make the most of your money. You can connect your bank accounts and all your transactions will get automatically imported to Spendee. Analyze your finance with a beautiful, simple, and easy-to-understand graphic.
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Typical Features
The Average Cost of a basic Personal Finance Software plan is $5 per month.
29% of Personal Finance Software offer a Free Trial , while 42% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Goodbudget
|
88 | 5 |
MoneyWiz
|
84 | 0 |
Lunch Money
|
82 | 0 |
Qashboard
|
80 | 0 |
Banktivity
|
81 | 0 |
Monarch Money
|
89 | 1 |
GreenWise
|
70 | 0 |
PocketSmith
|
87 | 0 |
Mezzi
|
76 | 0 |
You Need A Budget
|
91 | 4.6 |
Personal Finance Software helps to track personal spending, create budgets, and plan for a financial future. Individuals can manage all their finances like cash, credit debts, investments, and balances conveniently at one place and plan to achieve their financial goals. Personal finance tool alerts you when your funds are low and helps in optimizing the spending. This app can track bills and alerts the user to pay dues in time to avoid late payments. Personal Finance Software can help you comprehend the budgeting techniques and create an investment portfolio. This personal budgeting software can create budgets, read past earnings & spend patterns to develop financial forecasts.
A qualified Personal finance software must
Typical Features
Tracks expense and spend patterns to make your finances manageable
Comes with reporting capabilities and features custom pre-built reports
Prepares a plan to spend your money by balancing income and expenses.
All in one dashboard that presents the financial performance.
Allows to verify or check all your historical transactions anytime
Allows to categorize or group the transactions with common attributes
Facility to add manage purchase bills and get reminded if bills are due
Facilitates payments for bills, membership, donation, etc.
Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
Enables payment and collection in multiple currencies.
Allows to set a spending limit to control overspending and ensures it is in-line to budget
Monitors the performance of savings and investments
Keeps track all your debts, loans, interests and incorporate in your budget
Helps to calculate the tax payable on different Income types and prepares a tax report
Track & manage documents, expenses, income, loans, etc related to all rental properties.
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