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
What is Pallo and how does it work?
Pallo is the all-in-one financial management solution that gives professionals, entrepreneurs, and small business owners peace of mind when it comes to their finances. Pallo offers clarity to those who want to stay on top of their income and expenses. It is a powerful tool for those seeking immediate solutions to their financial challenges as well as for those who need support with long-term financial plans. The online platform allows users’ entire financial life to be securely managed in one centralised location. It provides money management tools which integrate accounts from banks, credit cards, loans, investments, payroll, and invoicing services into a single hub. This makes it easy to get an overview of your finances so you can handle them with confidence. Users can track income and expenses and analyse their spending habits and personal budgeting goals over time. Individuals are also able to securely store important documents related to their financial status in one place such as bank statements and invoices. Perform calculations effortlessly as Pallo even offers a handy calculator where needed details can be inputted for instant results in seconds.
Read MoreSW 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
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
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 CountAbout and how does it work?
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 MoreSW Score Breakdown
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 FinWise and how does it work?
Introducing FinWise – the modern way to manage their personal finances. At FinWise, they understand that managing your money can be complex, but it doesn’t have to be daunting. This cutting-edge platform provides the tools they need to stay in control no matter what life throws at them. FinWise empowers they with the ability to budget their money quickly and accurately. They get a real-time snapshot of how much is coming in as well as visibility into how much is going out so they can confidently make informed decisions about spending. They will also gain insight on where savings can be made - allowing for greater financial security now and in the future. This net-worth tracking feature takes stock of all assets and liabilities across accounts so that they know exactly how their overall financial health stands at any given time. And with their powerful planning and forecasting tools, they don’t have to worry about unexpected expenses or lack of cashflow destabilizing their financial situation ever again. This options give them peace of mind when it comes managing both short-term and long-term goals, all supported by easy to read reports and insights taking out any guesswork enabling proactive decision making around money matters like investments, mortgages, retirement planning and more. Experience the power of FinWise today – the modern way to take control of their finances and reach their financial goals like a pro!
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 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.
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 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
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 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.
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 Fina and how does it work?
Introducing Fina - the financial tracking and analysis solution that puts back in control of finances. With a Notions-style interface, users can create customized calculations and utilize artificial intelligence to answer any financial question that may arise. Allowing users to track multiple financial metrics, Fina is a powerful tool to help professionals make smart decisions about their finances. The customer no longer need to worry about being overwhelmed when it comes to assessing and understanding complex financial information. Thanks to an intuitive drag and drop interface, effortlessly customize or modify existing calculations or set up multiple views for different questions quickly and easily. Whether an analyzing stock market trends, investment performance, or operational expenses - Fina provides accurate data that equips with actionable insights into current financial situation.
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 Cashews and how does it work?
Cashews is the perfect tool to help manage and analyze finances. It offers an innovative approach to budgeting by using predictive cash flow analysis, allowing to get a clear, real-time snapshot of financial standing in relation to bigger goals. With this type of smart analysis, Cashews helps stay on top of what’s important in the long run. What makes Cashews different from other personal finance tools? At Cashews, we’re dedicated to minimizing consumer frustration and reducing risks associated with money management. Its understand that managing finances can be stressful, and that's why app takes the confusion out of it by giving understanding data about spending habits so can make better decisions about money. So if looking for a comprehensive way to monitor and track all aspects of money flow, look no further than Cashews! With its thoughtful design, intuitive analysis features, and reliable results, it's the perfect choice for professionals who want complete control over their financial future
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 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
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 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
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 iFinance and how does it work?
iFinance is a finance management software that helps people to keep track of their income and spendings in a fast and convenient way. The software enables users to arrange transaction lists of all their financial resources, from debit account to credit card and cash, in order to monitor the spending habits of their own. It produces various charts and reports after analysing users’ finances and offers a detailed overview of their biggest spending areas as well. Another useful feature of the software is that it showcases the areas where there’s potential for savings and enables people to review their financial goals based on the particular metrics. iFinance is compatible with a variety of banking file formats like QIF, OFX, CSV or mt940 allowing users to import data and get a detailed overview of multiple transactions from a single place. Moreover, it keeps all the user devices up-to-date using iCloud or enhanced WiFi Sync feature. iFinance is available in a variety of popular languages spoken around the world, including English, German, French, Portuguese, Russian, Chinese and more.
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 Blend and how does it work?
Blend is a multidisciplinary group of problem solvers who feel that the world's financial resources should be more widely available. Wells Fargo, U.S. Bank, and over 330 other financial services companies utilise our cloud banking platform to gain more consumers, boost productivity, and create end-to-end digital experiences. Our platform allows our customers to process more than $5 billion in loans every day on average, allowing individuals to achieve their financial goals faster and live better lives.Blend was created to help consumers make smarter financial decisions. When our founders saw how complicated and paper-based the mortgage process was during the Great Recession, they set out to simplify and transparentize financial services. Since then, we've expanded across a variety of financial products with one purpose in mind: to enable financial institutions to meet customers where they are - in every channel, at every milestone, and with the best possible experience. Finally, we view ourselves best helping our own clients by building digital experiences and cultivating operational efficiencies that allow them to focus on providing exceptional service to their customers. Our vision hasn't changed, but it has evolved. We need to transform not only financial products and services, but the entire future of banking to achieve the change we foresee. We seek to improve the connections between people and financial institutions in particular. We believe that providing people control over their finances improves everyone's financial situation. As both a service provider and a trusted advisor, financial institutions can play a key role in the future. We can help people take control of their financial lives by making this link simpler, more intuitive, and proactive.
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 Certaincents and how does it work?
Certaincents software provides you financial planning and solutions. Financial planning is an essential part of your life as it helps to secure your future. Planning in advance for bills and combating stress can be achieved by the usage of this software as everything is online and efficient. The software helps you to build wealth and avoid disaster of default at the same time as well. Cash flow, budgeting, and financial dashboard form an integral part of your planning process. It is easy and amazing as bank feeds are regularly monitored and updated, an artificial intelligence-based financial assistant helps you with your budgetary forecast and cash flow forecasting. Alerts and actions performed is given to you frequently to check for any probable mismatch. It is safe and secure as credentials are never stored in Certaincents. 100% money-back guarantee is given if are not satisfied with its performance and to reach a global audience, constant development to the latest version is recommended to you to enjoy the best services.
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 roublez and how does it work?
With roublez can track account transactions as well as deposit and track assets. They help keep an overview of accounts and investments with various visualizations. Get an overview of assets by assigning your transactions to accounts. They can add real bank accounts or virtual accounts for example, a piggy bank. Store transactions in roublez and find out where they are coming from and going to. Transfers help also to find out where payments are coming from and going to within accounts.
Read MoreSW Score Breakdown
79% 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 Flagright and how does it work?
Flagright's developer friendly API takes developer teams 2 weeks to integrate. Flagright API is the ultimate AML compliance and fraud prevention layer that enables you to deliver services to your customers at scale using your preferred frameworks. Set thresholds and actions for each rule based on customer risk profiles and segments to make risk-based decisions and minimize redundant workload for your team. All manageable on Console in a few clicks, no coding, no engineering tickets, no waiting.
Read MoreSW Score Breakdown
79% 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 Avocado Finance and how does it work?
Budgeting users' money is good practice. But when it comes to improving your financial future, it’s not everything. Having a strong income is a start, but it’s actually the choices they make with their money that truly make the difference. Their financial future is determined by the choices they make with their money. Avocado Finance empowers users to make choices that will help there and their financial life, in the long run. Managing your finances better today will result in earlier financial freedom for users, and they aim to provide the tools to make this happen. Download the Avocado Finance App and see if users are on the path to achieving their financial goals.
Read MoreSW Score Breakdown
79% 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.
Read MoreSW Score Breakdown
79% 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.
Read MoreSW Score Breakdown
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
What is monse and how does it work?
Control investments in stocks and cryptos knowing the return of each asset at any time. Control wealth automatically at a glance. Retire young and happy by ensuring financial well-being without being obsessed with money. Reaching the end of the month spending all my money without knowing exactly how or on what.
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The Average Cost of a basic Personal Finance Software plan is $5 per month.
27% of Personal Finance Software offer a Free Trial , while 44% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Pallo
|
85 | 0 |
Banktivity
|
85 | 0 |
CountAbout
|
84 | 0 |
FinWise
|
84 | 0 |
Lunch Money
|
83 | 0 |
Snoop
|
83 | 0 |
Savology
|
81 | 5 |
Fina
|
81 | 0 |
Cashews
|
81 | 0 |
Moneyhub
|
81 | 0 |
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
Monitors the performance of savings and investments
Keeps track all your debts, loans, interests and incorporate in your budget
Track & manage documents, expenses, income, loans, etc related to all rental properties.
Allows to verify or check all your historical transactions anytime
Helps to calculate the tax payable on different Income types and prepares a tax report
Allows to set a spending limit to control overspending and ensures it is in-line to budget
Tracks expense and spend patterns to make your finances manageable
All in one dashboard that presents the financial performance.
Allows to categorize or group the transactions with common attributes
Prepares a plan to spend your money by balancing income and expenses.
Facility to add manage purchase bills and get reminded if bills are due
Facilitates payments for bills, membership, donation, etc.
Comes with reporting capabilities and features custom pre-built reports
Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
Enables payment and collection in multiple currencies.
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