Best Wallet Story Alternatives in 2025

Find the top alternatives to Wallet Story currently available. Compare ratings, reviews, pricing, and features of Wallet Story alternatives in 2025. Slashdot lists the best Wallet Story alternatives on the market that offer competing products that are similar to Wallet Story. Sort through Wallet Story alternatives below to make the best choice for your needs

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    Finmatex Reviews

    Finmatex

    Softarex Technologies

    $7.99 per month
    Your personal financial assistant will help you reach financial freedom by helping you pay off your debts and stop living paycheck-to-paycheck. Don't waste your time with spreadsheets! Finmatex makes it easy to manage your investment, bank, and cash accounts in one place. You have them all at your fingertips! You can track every dollar by automatically receiving categorized transactions from linked accounts or creating transactions for cash spending. Want more information? You can find more information here. Split transactions, change the categories or rename them, add photos, and write notes. Financial freedom starts with a budget. However, you don't have to do a thorough analysis of your finances yourself. Finmatex can help you create a budget by analysing your income and expenses for the past 12 month.
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    Toshl Reviews
    Connect your financial accounts or enter expenses with our simple Toshl apps. Toshl assists you with your financial resources. So you can concentrate on the goals. Rich data can be added to entries, such as multiple tags, financial account, location and description, repeats, reminders for bills with notifications, photos, and financial account. Photos are great for keeping receipts and warranty information, as well as expense reporting. You can have a bank account here, a credit card there, and payment services everywhere. Do you really need to go through all of their apps to check your account balances? Toshl will bring them all together. Let's suppose you went grocery shopping. You might spend more money at one store if you shop at the same store. You might buy groceries but also cosmetic products and home improvement items. Toshl allows you to easily split the amount and record exactly what you spent.
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    Copilot Reviews

    Copilot

    Copilot Money

    $8.99 per month
    Check on your refunds and review your spending to see which bills are coming up. Our data-driven categorization engine creates customized rules to suit your spending. You can set budgets to carry your balance month to month. Get a high-level overview of your income and expenses with monthly summaries. Tap to approve smart adjustments suggestions. It's easy to use our categorization engine. You can create your own spending groups and categories. For the most difficult transactions, create custom rules. You can view transaction details from Amazon or Venmo. You can make adjustments to any transaction. Enter your property address to track the estimated value of your home. You can keep track of your net worth by combining views of all your investments and accounts. Copilot's smart monitoring helps you to know when something is urgent and sends you alerts to help you. We treat your financial and personal data as we would want them to be treated.
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    Bluecoins Reviews
    Bluecoins, a simple finance app, is a great expense tracker, budget manager and money manager tool. It provides a complete reporting and analysis tool to help you manage your money, income, and expenses. It can be used for personal finance, family budget planning, and small business. You can create reports of monthly expenses, manage your family budget with your spouse, and export financial records into spreadsheets/pdf. It's easy to become a budget and finance expert in no time. You can take control of your money now! The app provides easy-to-understand reports and charts that are easy to create. All financial reports, including income, budget, expenses, and income, can be exported to pdf, excel, or html. For printing, send reports directly to a printer! This money app has the best reporting feature!
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    MoneyWiz Reviews

    MoneyWiz

    MoneyWiz

    $4.99 per month
    MoneyWiz is different from other finance apps. MoneyWiz is packed with features, but it's also easy to use for beginners. It doesn't tell how to manage your money. Instead, it is so flexible that you can manage them in the way that makes most sense to you. It works offline and syncs automatically online. Data transfer and storage protected by military-grade encryption at 256bits We have everything you need to manage your data manually, import data from other apps, connect to banks, or connect to your bank accounts. You can easily save money by staying on top of your spending. MoneyWiz provides both income- and expense-based budgets. It automatically detects new transactions based upon categories or tags. You can easily rebalance your budgets by moving money from one budget or another. The built-in budget progression view will show you exactly where you stand versus where you should be.
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    Juta Reviews
    Juta is an easy-to-use and powerful finance tracker app that will help you keep track of your money no matter where or what currency you use. Juta allows you to quickly track where your money is going and track your expenses. You can also create a budget that works best for you. Our app provides custom categories, secondary currency support and loan tracking. It also has a powerful analysis tool that gives you insight into your spending habits. Juta offers a currency converter, export feature to PDF, auto-sync, multiple themes, and a currency converter. Juta can be used on any device, including your smartphone, tablet, and computer. This allows you to access your financial information from anywhere, anytime. Get Juta now to stay in control of your finances!
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    NerdWallet Reviews
    Instantly view your totals for all account types. You can also dig in to see the balances of any account. To track your cash, investments, and property value, you can track your short-term as well as long-term changes. A complete overview of your income, bills, and transactions is available in one place. NerdWallet allows you to see how much you have and how you are spending it. Get the information you need to make the most out of your money. All your financial accounts can be viewed on one screen. Start with the big picture. Zoom in to see details about your cash flow, expenses, and net worth. Get Nerd-approved tips for building it all. Find out how to keep building, whether you're increasing your credit utilization or paying off your bills sooner. Find out how to optimize your spending and recognize when it's not working.
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    Waleeto Reviews
    Budgeting is the first step to building wealth. Without a clear tracking system, expenses can slip through the net and financial goals remain out of reach. Waleeto allows you to take control of your finances by tracking your expenses, optimizing your budget and guiding you toward long-term financial success, no matter how many currencies that you deal with. Track, Save and Grow Your Wealth Smart Expense tracking: Automatically categorize purchases, visualize spending patterns and reduce unnecessary costs. - AI-Powered budgeting: Set up personalized budgets, and receive smart insights so you can stay on track. - Long-Term Planning: Get clear reports of income, expenses and savings so you can make informed decisions about your money. - Multi-Currency: Manage global finances through real-time updates on exchange rates and seamless international tracking. Financial clarity is the key to building wealth. Waleeto can help you master your money today!
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    Money Lover Reviews
    Get the award-winning personal financial & money management app now to manage your money! Track your spending, monitor your transactions and create your monthly budget. You can also push yourself to save money. To automatically track your transaction history, you can link your Money Lover wallet to your bank account. Money Lover is an essential app for personal financial management. It's super easy to manage your finances. Many people find personal financial management difficult. You must keep track of your expenses and create a budget. You should also track how much money you are saving each month. Money Lover is a personal money management and bookkeeping app that will assist you every step of your way. Let us help manage your personal finances efficiently and effectively.
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    MoneyManager Ex Reviews
    If you don't have a clear understanding of how much money you are receiving, which is referred to as income, financial management can become difficult. Maintaining good financial records is the first step to better financial health. Only when we understand where our money goes can we make informed decisions about where to cut our expenses. There is no right or wrong way to spend money. This is where personal finance software comes into play. They allow you to analyze financial data and give you a better understanding of what is happening. Remember that software is only as good as the data it processes. Garbage In Garbage Out. You are already on your way to making every penny count if you even consider using Personal finance software.
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    Firefly III Reviews
    All types of Firefly III are supported. Budgets can be extended with limits in multiple currencies so you can budget both your daily household expenditures and what you spend on Imperial Credits when you visit Tatooine. Firefly III offers advanced reporting capabilities that allow you to see your expenses per week or month. It can also help you audit and view detailed lists of your accounts. You can also compare tags and budgets. It's all possible. Firefly III offers a rich JSON REST API for advanced and mobile users. This API allows you to access Firefly III's most valuable features. You can create transactions, manage categories, and access chart data from any app.
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    Cashculator Reviews
    It's not necessary to hire an accountant to keep track of your personal finances. Cashculator allows you to keep track of your income and expenditures in a way you can understand. The intuitive spreadsheet-like interface allows you to review, track, and plan your finances with just a few simple clicks. Cashculator differs from other personal finance applications, which are often complex and focused on detailed tracking of previous transactions. Cashculator was designed for those who want to plan ahead and keep track of their budget. Manage your personal finances with a familiar spreadsheet concept. Budgeting is simple by category and tables separate your income and expenses for a cleaner view. Answer your financial questions with easily designed scenarios. You can enter your transactions quickly and easily without having to worry about different accounts or unnecessary setup.
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    Money Reviews
    It's easy to manage accounts and transactions. Manage any number of accounts, keep track all transactions, and manage finances with multiple currencies. Money offers all the expert features in an easy-to-use package. You can easily manage your accounts, budget, schedule transactions, and plan budgets. All this is available in a simple and intuitive interface. iCloud keeps everything in sync across all your devices. Money is a powerful tool for family-finance! iCloud allows you to keep your accounts in sync across all your devices. You can also choose to share your accounts with a partner for collaboration viewing and editing. It's automagic! It's automagic! Be aware of your savings and expenses, set budgets, and reach your financial goals with clear visualizations of your income, expenses, as well as how you are doing relative to your financial goals.
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    Monarch Reviews

    Monarch

    Monarch Money

    $8.33 per month
    Monarch makes budgeting easy for holidays. Trusted money management tools make it easy to track spending, bills, and expenses. Monarch is a modern, refreshing way to track expenses and manage money. Our finance tracker is an all in one tool that will help you achieve financial control and clarity. A customized dashboard allows you to track expenses and manage money. It is tailored to your needs so that you can focus on the most important things. With one view, you can easily track expenses, savings, and investments. A calendar of recurring expenses allows you to manage subscriptions and track bills. With a calendar view of future charges, money management is easier than ever. It doesn't have to be difficult to save money. You can track your personal finances and see how your spending, income, and savings habits change over time to affect your financial future.
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    MoneyPatrol Reviews

    MoneyPatrol

    MoneyPatrol

    $1.67 per month
    MoneyPatrol, a free tool that helps you monitor your finances, is designed to help. MoneyPatrol users report an average $5K+ improvement in their personal finances. MoneyPatrol, a comprehensive personal accounting, budgeting and money management application, allows users to track income, expenses and cash flow. It also helps them keep track of bills, budgets and balances. MoneyPatrol has a wide range of features and functions that will help you manage your money effectively and successfully. The application was designed to help you understand your finances better, so you can monitor spending and improve savings. It will also lower debts, increase credit scores, grow investment, and increase your net worth. View all transactions in full detail and accurately track incomes, expenses, bills and transfers. Easily identify fraudulent and unauthorized transactions. Receive alerts when money enters and leaves your account. Get detailed insights into your spending and expenditure patterns.
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    GnuCash Reviews
    GnuCash is designed to be simple to use but powerful and flexible. It allows you to track your bank accounts, stocks and income, as well as expenses. It is as intuitive and quick to use as a checkbook register. It is based upon professional accounting principles to ensure accurate reports and balanced books. GnuCash was developed, maintained, documented and translated entirely by volunteers. We have some suggestions. We need your help translating GnuCash to your language at Weblate. Each transaction must debit one account, and credit another with an equal amount. This ensures that the books balance is maintained: the difference in income and expenses must equal the sum of assets or liabilities. GnuCash's checkbook-style register offers a familiar, custom interface for entering financial transactions.
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    Spendee Reviews

    Spendee

    Spendee

    $1.99 per month
    All your money can be tracked in one place. There is no need to use multiple internet banking apps to track your money flow. Spendee automatically syncs and adds all transactions, so you can see a complete overview from one place. Time is money. Spend your time enjoying your life, not on managing money. Our kick-ass auto-categorizer engine categorizes all your new transactions. It's easier than ever to stick to your budget. Different budgets can be set up for different categories and different wallets. You can have unlimited budgets to optimize your savings habits and increase your savings. For anyone who wants to track their money, shared wallets are the best solution. This will give you a great overview of who paid what and how much each person spent.
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    Lunch Money Reviews

    Lunch Money

    Lunch Money

    $10 per month
    Lunch Money is a personal finance tool that supports multicurrency spending. Today, meet your biggest cheerleader for budgeting! Simple personal finance and budgeting. This is for you, modern-day consumer. You can group, tag, tag, or categorize transactions however you like. Keep track of every dollar, euro, yen, and see how it all adds up in your home currency. To see how you are progressing towards your goals, track your net worth over time. To automate your transactions, create a system of rules. With the help of historical data, you can set a monthly budget. You can easily track your monthly, weekly, and yearly recurring expenses. To gain spending insight, you can run queries against your transactions. Invite unlimited collaborators for your budget. Need help? We are just a phone call away and always happy to assist. Two-factor authentication and data encryption at work will keep you safe.
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    FinArt Reviews

    FinArt

    FinArt - Automated Money Management

    $10
    FinArt is an automated expense tracking app which helps users to track and manage their expenses, income, budget and due bills automatically based on sms alerts and bank app notifications. It helps individuals, couples and small business owners to manage their money seamlessly. This is available most of the countries across the world.
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    AceMoney Reviews

    AceMoney

    MechCAD

    $44.95 one-time payment
    1 Rating
    AceMoney allows you to immediately save time and money. There is no steep learning curve and no need to spend hours trying to figure out simple operations. It is easy to use, even if you are not an accountant. It's so simple you'll actually love it! It even tracks your crypto currency. AceMoney can convert your data, so don't delay! AceMoney will impress you with its speed and efficiency. AM is an award-winning Quicken alternative personal finance program. Microsoft Money users, AM now supports a simplified process for migrating. A typical set can be converted in under 10 minutes. AM will import all transactions, accounts, categories and payees. It is a great Microsoft Money alternative.
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    Expense AI Reviews
    Spend less time worrying and more time focusing on your financial stability with our AI-powered expense tracking tool. Expense AI helps you manage your money in a fun and easy way. It helps you understand your expenses, and makes smart financial decisions. Spend your hard-earned cash with ease and without stress. Save more money for that house, car or whatever financial goal you have. Profit from the tax deductions for your business and keep track of all expenses. Support your family while growing your business. Take a picture of your receipt using your phone, or send it directly to the Expense AI address. Our AI engine extracts important information from your receipt instantly, including the amount and merchant. It also extracts date, product details, and even the date. Our AI can help you gain valuable insights into your spending patterns and make better financial decisions.
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    Emma Reviews
    Open Banking allows you to keep track of all your accounts and manage your budget in the 21st Century. Emma analyzes your transactions to show you the full list recurring payments across all your accounts. Emma automatically tracks and categorises all of your expenses across accounts. Get detailed insights into your spending habits. Investing is a great way to increase your savings over time. Accessible investing is possible with well-designed investment tools. Split a purchase, transfer money between banks or top up your investment account in a matter of seconds. Did your friends forget to pay their rent? You can remind them all in one tap
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    Fyenance Reviews

    Fyenance

    Fyenance

    $12 one-time payment
    Fyenance, a desktop app designed to simplify personal financial management, places a strong emphasis on privacy and user controls. Fyenance is completely offline, which means that all financial data will be stored locally on your device. This ensures maximum data security, as information is not shared with external servers or cloud. The application can be purchased once and offers lifetime access to all features and updates. The Smart Dashboard provides an instant overview of a user's financial status, while the management systems for regular transactions and comprehensive reports for understanding spending patterns are also key functionalities. Users can set financial goals for savings or investments and track them. They can also control the management of financial data and enter all data manually. Fyenance also allows for the easy import of transactions and bank statements.
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    Balance Pro Reviews

    Balance Pro

    Balance Pro

    $2.99 per month
    Keep track of all transactions on the go. Keep track of all your pending or cleared purchases, payments, income, as well as income. It's easy to add and manage all of your bills from one place. A list of all your bills and due dates is available. You will never miss a payment again. You can choose when you will receive reminders about upcoming bills so you can plan ahead. Choose your native currency to ensure that all transactions and bills reflect your primary currency. Each bill and transaction includes a notes field that allows you to keep track any special details. This will allow you to document any information you require. Keep track of all transactions that are pending and cleared. With a single click, you can quickly mark a transaction as cleared. No matter what device it is, everything is synced and ready to go on your smartphone or tablet.
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    CalendarBudget Reviews

    CalendarBudget

    CalendarBudget

    $7.99 per month
    Financial planners recommend organizing and planning your money on a monthly calendar budget. CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app. - Never miss a bill again with calendared reminders - Know when your income, expenses, and regular spending happen - See your account balance on any day in the future - Plan ahead for upcoming major expenses - Plan to save for your future! - Mobile and browser versions stay perfectly in sync Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common. CalendarBudget, is the single point of consult you need to determine whether or not you can afford your next and future purchases.
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    Mint Reviews
    Financial management software that allows you to create budgets, track investments and manage bills. You also receive reminders for future payments. A new way to manage your money. You can achieve your goals with personalized insights and custom budgets, spend tracking, subscription monitoring, and other free services. You can easily add your cash, credit cards and investments to see where your money is going. Personalized Mintsights™ will help you make your money go further. We will automatically locate savings that you have missed. You can improve your spending habits by setting goals that will keep you motivated. Save for a house, reduce debt, and plan for the future. Don't pay more than what you have to. We will keep track of your bills so you don't miss any due dates. You can also get overdraft protection alerts. With customizable budgets, spreadsheets are no more. You can easily add or update your categories. Access your score 24/7 for free. We'll also let you know if there are any important changes to your report.
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    KMyMoney Reviews
    KMyMoney, a cross-platform personal financial manager built on KDE frameworks technologies, is available for your desktop or notebook environment. It provides a wide range of financial tools and features that allow users to keep track of their personal finances. KMyMoney aims to be an open-source personal finance manager that is simple to use, even for non-technical users. KMyMoney already provides the most important features found in commercially-available personal finance managers and we are constantly planning, testing and releasing new features to fit every task you'll ever encounter. KMyMoney uses double-entry accounting principles that have been proven reliable and can help you ensure that your finances are properly recorded.
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    Money Manager Reviews
    Household account management can be complicated. We simplify the complicated things to make it easy. Once you are comfortable with the default settings, you can adjust them to suit your needs using the flexible and customizable options. You can manage your budget. It displays your budget and expenses on a graph. This allows you to quickly compare your expenditures with your budget. On the accounts page, you can view the outstanding balance and the payment amount when you enter a future payment date. You can connect your debit cards to your accounts so that expenses can be automatically recorded under a particular account. You can create automatic money transfers between accounts and set the frequency.
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    Neontra Reviews
    Top Pick
    Neontra, a Canadian-made online money management solution, is the best way to manage your finances. It is similar to YNAB or Mint, but we aim to become a trusted next-generation Personal Financial Assistant (PFA), which can guide you towards a brighter and more secure financial future. What makes us different? Neontra is a forward-looking system. We predict your behavior based on past data, which allows for better goal-based financial planning and accurate forecasts. Get Personalized Insights Into Your Financial Life, including Our Health Check: A Report Card on Your Finances Expense Explorer - a deep dive into your spending to help you find new ways to save Use Neontra How You Like -- Connect your accounts to receive automatic updates or, if you prefer an anonymous experience, import data manually or from files. We are SOC2 Certified, which is the most stringent AICPA criteria for security, privacy and confidentiality. We keep your data safe.
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    Douugh Reviews

    Douugh

    Douugh

    $12.99 per month
    Douugh is an app that helps users manage their finances. It offers a range of features to help them budget, save, and invest responsibly. It has features like the Spot Jar that allows users to borrow up $2,000 on demand at a fixed fee of $12.99 per Spot. Repayment is made in four weekly installments with no interest or late fees. Stockback rewards are also available in the app, allowing users to earn up 7% Stockback when paying upfront or later at checkout with Douugh from a growing list of online merchants. Douugh also offers diversified portfolios of investments, including US shares, ETFs and other investment options. Users can start investing as little as $1. Users can set up automatic investments to encourage regular contributions to their portfolios. Douugh protects users' funds with segregated accounts at licensed Australian banks and by using the latest data encryption and biometric security in the app for all transactions.
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    WalletHub Reviews
    WalletHub is the only app that offers 100% free credit scores, WalletScores and full credit reports. Get personalized tips to help you save money and improve your WalletScore and credit score. Get the award-winning app to reach top WalletFitness®. The loan can be used to consolidate debt, pay for large expenses or for special occasions. Save alerts to help you repay your debt faster and avoid paying too much on your loans and credit cards. WalletHub's credit score application provides daily updates and a clear plan. We will also provide personalized credit-improvement advice and help you maximize your savings while minimizing your debt.
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    HomeBank Reviews
    It is easy to use and allows you to analyze your personal finances and budget with powerful filtering tools and beautiful graphs. There are many options to encrypt your data on a computer (TrueCrypt PGP, native Windows bitlocker) if you feel your personal finances require more security. A financial application should manage finances data. A security program should address security. Software must have limits on its scope. Externally proven and reliable solutions are better than implementing a smokescreen. HomeBank's file format is an xml (so text) file, which you can open with a text editor. It makes sense to protect data on a computer globally. Instead of having to enter a password each time you open an application file, it is easier to use your session password to create a global protection system.
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    CountAbout Reviews

    CountAbout

    CountAbout

    $9.99 per year
    CountAbout's budget builder and custom categories make it easy to track what matters most. Quickly import data from Quicken or Mint, create unlimited accounts, and create custom category in an intuitive interface that is clutter-free and free of advertisements. We won't share your data. Our platform is secure, private, and stable. We don't require any software to use. CountAbout's powerful budgeting tools will help you see how small changes, such as giving up a cup of coffee, can make a big difference in your ability to pay off debt quicker or reach your savings goals faster. CountAbout automatically downloads transactions to all of your banks and credit cards. This allows you to easily find subscriptions that you don't use or unintentional spending.
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    Buddy Reviews
    Budgets can help you plan ahead and stop overspending. Add your transactions quickly to see how much money you are spending and where it is going. Invite your roommate, partner, or any other person to your budget, and sync transactions among them. You can make the app your own by creating your own categories. You can see your net worth by setting up your savings and spending accounts, as well as any debt.
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    Moneydance Reviews

    Moneydance

    Moneydance

    $53 one-time payment
    1 Rating
    Moneydance is an easy-to-use personal finance software. It includes all the features you need, including online banking, bill payment, account management, budgeting, and investment tracking. Moneydance can handle multiple currencies and almost any financial task. Moneydance can automatically download transactions from hundreds of financial institutions and send payments online. It automatically categorizes and cleans up downloaded transactions. This overview shows you your finances. This information includes account balances, upcoming or overdue transactions, reminders, and exchange rates. Clicking on an account will take you to the register. You can then enter transactions and reconcile the account against a statement. Clicking on a transaction reminder opens a window that allows you to record the transaction automatically.
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    Expense Trend Reviews

    Expense Trend

    Expense Trend

    $2.99/month/user
    Expense Trend is designed to help people save, gain control over their finances, and eliminate any financial stress they may be experiencing. Expense Trend offers a variety of tools and features that help users achieve their financial goals, lower bills and track expenses. You can save more money by using personalized deals, personal finance visualizations, and improving your financial literacy.
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    Money Dashboard Reviews
    The app allows you to see all your accounts in one location, track how much money is left until payday, and grow your savings. Connect all accounts to see a single view of all accounts. You can also see your net total. Even if you have multiple bank accounts, you can view all your subscriptions and bills in one place. You can compare your spending to previous months and adjust to spend less and save more. Once you've decided which categories you want to save, create a budget to see how much you can spend.
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    Genkin Reviews
    Genkin allows you to track your cash flow using a chat system and provides an in-depth analysis. Understanding your spending habits is easy with interactive charts. AI can be used to enter transactions quickly and easily. Genkin uses advanced Gemini 1.5 Flash to respond quickly to your questions, giving you immediate financial insights. Genkin allows you to chat with it as if it were a friend. Genkin will add your daily transactions for you. Understand your spending habits using interactive charts. Filter and sorting are fully customizable.
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    Moneyspire Reviews

    Moneyspire

    Moneyspire

    $59.99 one-time payment
    All your transactions and balances can be viewed in one place. You can also see your upcoming expenses so you are prepared. Get a complete overview of your finances to see where you are and what's ahead. Interactive reports that can be customized to show you where your money is going. The bill reminder calendar makes it easy to remember to pay your bills. You can set a budget, track it in real time, and reach your goals. The mobile app allows you to manage your money wherever you are with ease. Moneyspire is compatible with all currencies and regions. It makes it easy to manage your money from anywhere. Moneyspire is fully customizable so you can set up your finances exactly how you want. Moneyspire allows you to import your existing personal finance software.
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    MoneyLine Reviews

    MoneyLine

    NCH Software

    $59.95/one-time
    MoneyLine is a personal finance program that allows you to track your money and bank accounts, as well as your spending. You can manage your finances by monitoring your spending, checking your bank accounts balances, and categorizing income and purchase transactions. Digitally balance all personal accounts, including savings and checking. You can also track credit cards.
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    TaxTank Reviews
    TaxTank is an Australian tax and personal financial software that helps individuals and sole traders manage their finances and optimize tax filings. It allows users to track their income, expenses and investments in one central platform. The software has features for managing portfolios of properties, crypto and share trading and work-related expenditures. Automated tax calculations ensure that all possible deductions are claimed. TaxTank allows users to securely store documents, track business activity for sole traders and generate real-time reports. It allows seamless collaboration, inviting accountants, property groups, and financial advisors to make joint decisions. It is designed for Australian tax laws and simplifies tax preparation. It offers full transparency in financial portfolios and minimizes stress associated with managing personal finance and tax compliance.
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    Money Pro Reviews
    Money Pro®, is your one-stop shop for bills, budgets, and accounts to help you manage your money effectively. This expense tracker is perfect for anyone with a spending side. Money Pro is great for managing your home finances, tracking expenses and controlling travel budgets. The app is available for Windows and iOS/Mac since 2010 (with over 2.5 million downloads worldwide). Money Pro is an easy tool to manage and track your finances. It will help you reduce spending, reach financial goals, and become financially independent. Money Pro®, is your one-stop shop for budgeting, bill planning, and keeping track of all your accounts. One app that combines iPhone/iPad sync and easy syncing. Money Pro is great for budgeting at home and business.
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    Current Reviews
    Current is a financial technology platform designed to provide users with modern tools to manage their money efficiently and achieve financial stability. The app offers a variety of features, including Cash Advance, enabling eligible users to access up to $500 instantly with no credit checks, interest, or late fees, and Thrive, a credit-building line of credit ranging from $200 to $400. Its AutoSave feature uses intelligent algorithms to analyze income and expenses, helping users automatically set aside savings without extra effort. Additionally, Current includes robust budgeting tools and credit score monitoring to give users greater control over their financial health. With its user-friendly interface and an $8 monthly subscription fee, Current delivers accessible and practical solutions for individuals looking to streamline their finances and build better money habits.
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    Actual Reviews
    Automated finance tools can be great, but they can also be very frustrating. You are ultimately in control of the tools we provide. We help you to learn, not dictate. Beautifully designed interface makes it easy to navigate your finances and allows you to do so as quickly as possible. The app syncs your data in the background so that all devices have access. However, it works regardless of whether you have a network connection. You can save hundreds of dollars per year (at least). Track your spending. Our budgeting system is based on proven methods and not just random numbers. This allows you to see your actual spending and shows you how much you are actually saving each month. With a simple interface, you can quickly browse your transactions and easily update them. We've optimized the process for categorizing transactions correctly. Split transactions and transfers can all be managed in one editor.
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    Flow Reviews
    Draw, monitor, and keep track of cash flow instead of Excel. It's as simple as money in and money out, and what's left is your savings. Simulate your future assets and liabilities. See how your networth changes over time in relation to the real estate, financial and inflation markets. Evaluate various investment scenarios. Simulate the results of your plan under different Future world states. From recessions to rampant inflation to job and income losses.
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    Simplifi Reviews

    Simplifi

    Simplifi

    $2.99 per month
    Track your progress towards short- and long-term goals and keep track of it. These goals should be included in your monthly spending plan. Know where your money is going from essential expenses to occasional splurges. To make sure you aren't paying for unnecessary subscriptions, you need to uncover them. A personal budget is automatically generated based upon your income, savings, and expenses. It is highly customizable and tracks your spending. You can use insights to optimize your spending and maximize your savings. Key notifications, built in reports, and cash flow projections make it easy for you to plan ahead. Simplifi makes it easy to create a flexible spending plan. You can add your own watchlists or savings goals to personalize it. The app allows you to make smart decisions and keep track of your money.
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    Lumio Reviews
    You can track all your accounts from one place. You can see your balances in real time, see where your money is going, as well as get smart AI-insights about what you can save - both for yourself and your family. You can track all your accounts, including joint accounts, current accounts and credit cards, as well as investments, ISAs, savings, and other financial information. You can view a detailed breakdown of your income, spending, and investments. Don't let a subscription get you down again. AI-powered notifications will show you how your spending is changing and when you can set aside some extra money. You can rest assured that your money is working for your family, whether you're pregnant, have just acquired a pet, or are buying a home. Expert money management has been a luxury reserved for the wealthy for far too long. Lumio was created because we believe that everyone deserves the same level personalised money management regardless of their background or circumstances.
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    PocketGuard Reviews
    PocketGuard's main goal is to help customers spend less money than they earn. We have added the IN MY POKET feature to help customers spend less than they earn. After setting aside enough money for goals, bills, and necessities, we crunch the numbers to determine how much spendable cash you have. You can organize your bills and other spending in sections. You can personalize your budget by creating as many sections and sub-sections as you need. Find out what merchants you shop at the most and reduce that expense from your budget. It's hard to imagine how much you spend each day on your morning coffee. To keep track of your account balances and net worth, connect your banks, credit card, loans & investments in one place. You won't be asked to provide bank credentials to use the app. You can discover PocketGuard by manually tracking transactions. You can connect bank accounts later.
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    Quicken Reviews
    Quicken makes tax season easier by keeping your finances organized. View your entire financial picture in one place. Quicken allows you to view all your financial accounts, including investment, retirement, credit card, and banking. Track what's left after bills are paid to stay on top of your spending. Create custom budgets that you will stick to and make better money decisions. You can see what's coming in, and what's going away. After paying your bills, check out what your balances are. Get alerts to ensure you don't miss a payment. To make better buy/sell decisions, review your portfolio, monitor performance and view market comparisons. Quicken has been trusted by over 17 million members to plan and grow their financial lives for more than three decades.
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    Beem Reviews
    Beem is a financial app designed to provide quick and easy access to emergency funds through its Everdraft™ feature, offering withdrawals from $10 to $1,000 with no credit checks, interest, or fixed repayment dates. The app also includes tools for instant money transfers, low-cost tax filing, and personalized insights to help users save on fees and manage their finances effectively. Beem further enhances financial security with credit score monitoring, identity theft protection, and access to personal loan options, all safeguarded with advanced encryption. Starting at just $2.47 per month, Beem delivers flexible and reliable financial solutions tailored to everyday needs.