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Description

Take control of your financial future with Balance Pro, the comprehensive personal finance solution designed to transform how you manage, track, and optimize your money. This powerful yet intuitive app brings clarity to your financial life through a suite of thoughtfully designed features. Connect your bank accounts for automatic transaction syncing or utilize the virtual checkbook register for precise manual control. Track spending across multiple financial accounts - checking, savings, credit cards, investments, and cash - all from one centralized dashboard. Set custom budgets tailored to your lifestyle and create financial goals that keep you motivated. The intuitive visual displays make tracking your progress engaging and straightforward. Never miss another payment with the comprehensive bill tracker that provides a clear overview of all upcoming bills and their due dates, complete with customizable reminders. Streamline record-keeping with the receipt scanning feature - simply snap a photo or upload documents and Balance Pro automatically captures merchant information, date, and total. Every transaction can include notes and attached documentation for complete financial organization. Gain valuable insights through detailed spending reports that illuminate your financial habits. The cash flow analysis shows exactly how money moves through your accounts, empowering better decisions. Create custom categories to organize transactions exactly how you prefer. Start with the free plan and upgrade when you're ready to unlock premium features. Join thousands of users who have discovered how the right tools can transform financial management from a stressful chore into an empowering practice.

Description

Handling finances can be challenging, but you don’t have to tackle it on your own. Rocket Money helps you enhance your savings, reduce unnecessary spending, gain a comprehensive view of your financial situation, and regain authority over your economic life. Say goodbye to unwanted subscriptions forever; Rocket Money swiftly identifies and monitors your subscriptions for you. With the assistance of your personal concierge, you can easily cancel any services that no longer serve you. You'll receive a clear and simple breakdown of your financial activities, allowing you to understand where your money goes and how to make improvements. Important notifications will keep you informed of events that require your attention, ensuring you’re never taken by surprise. By activating autopilot, you can save money effortlessly without having to think about it. Rocket Money adapts to your financial habits, ensuring the right amount is saved at the optimal times while helping you avoid costly overdraft fees. You also have access to your complete credit report and history, with alerts for any significant changes that could affect your credit score. Additionally, our concierge will pinpoint bills that have the potential to be reduced and negotiate the best available rates on your behalf, allowing you to focus on what truly matters. Managing your finances effectively has never been easier with the support of Rocket Money.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Trellis Connect

Integrations

Trellis Connect

Pricing Details

$3.99 per month
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Balance Pro

Founded

2014

Country

United States

Website

www.balancepro.app

Vendor Details

Company Name

Rocket Money

Founded

2015

Country

United States

Website

www.rocketmoney.com

Product Features

Product Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

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