Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 5 Ratings

Total
ease
features
design
support

Description

Consolidate all your financial accounts in one convenient location, allowing you to monitor your balances instantly, understand your spending patterns, and receive intelligent insights on savings potential for both individuals and families. Expand your financial oversight by managing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all within a single comprehensive money dashboard. Gain a thorough categorized analysis of your income, expenses, and investments, ensuring you stay ahead of unexpected subscriptions. Enhance your financial habits with AI-driven alerts that inform you about changes in your spending and optimal times to save additional funds. Whether you're planning for a new baby, welcoming a pet, or purchasing a home with your partner, rest easy knowing your finances are optimized for you and your family’s needs. For far too long, effective money management tools have been predominantly available to the affluent. That’s why we created Lumio, with the conviction that personalized financial strategies should be accessible to everyone, no matter their financial situation. By providing these resources, we empower individuals from all walks of life to achieve their financial goals.

Description

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Itemize
NeatFiles
NeatInvoices
Orange Bank
Polonious
QuickBooks Enterprise
QuickBooks Online
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Integrations

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Faithful Steward
GarageKeeper
HomeBank
Itemize
NeatFiles
NeatInvoices
Orange Bank
Polonious
QuickBooks Enterprise
QuickBooks Online
Regions Business Banking
Sitehound
VersaCheck X9 Enterprise
WebSelfStorage
Yooz
ezCheckPrinting

Pricing Details

$4.80 per month
Free Trial
Free Version

Pricing Details

$29.99 per year
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

Lumio

Founded

2017

Country

United Kingdom

Website

www.lumio-app.com

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

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

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

Alternatives

Alternatives

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