Best Personal Finance Software for Enterprise

Oportun, a mission-driven company in the financial services industry, is dedicated to helping individuals achieve their financial goals by providing affordable and accessible solutions. Oportun offers personal loans from $300 to $10,000. Direct deposit and affordable payment options are tailored to your budget. Their innovative Set & Save™ program intelligently automates savings based on spending patterns. Members can save up to $1,800 per year. Oportun has an A+ rating with the Better Business Bureau, and was named the #1 savings app for 2024 by Bankrate. They are committed to providing financial services that empower their members to build a brighter future.

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.

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.

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.

You can easily plan by converting your financial data into blocks. Bulk categorizing, rules and transfers will help you to get clean data. Keep your finances separate on a financial level, but visualize all of them under one roof. All data is live from your finances. Add blocks to a Notion document editor. Fina uses Plaid and other third-party data providers to connect you with your financial institutions. This ensures that the security is of bank-grade. Our servers will NEVER see or store any financial account credentials. We have read-only access and retrieve your data on demand. We are not able to transfer funds and we will never access your information without your permission.

You can search for any property in Britain by postcode and type. We then use real-life prices of houses to calculate how much deposit you may need. Tell us what you can save each month and how much money you have already saved. We'll calculate how long it will take you to buy your first house. It's then our job to help reduce this time. Nude Lifetime ISA enables you to save or invest your deposit. It comes with a 25% government bonus, which could help you purchase a home sooner. P.S. If you already have a Lifetime Investment Account, we accept transfers. (It's done all on the app so no paper or pen is needed). Track your spending and get new ideas to help you save more money (without ruining social life).

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.

FinWise, a modern tool for managing personal finances, allows you to manage your finances easily. FinWise offers budgeting, tracking your net worth, financial planning, forecasting and insights.

PopaDex is an intuitive, software-as-a-service (SaaS) platform designed to empower users with comprehensive tools to manage, track, and enhance their financial health. PopaDex was developed to simplify financial complexity. It consolidates your entire portfolio, from banks, investments, real estate and personal assets, into a single, easily accessible dashboard. This platform helps users visualize their net worth in real time and plan financial strategies efficiently. It is an invaluable tool for personal finance enthusiasts.

Keep track of your credit, investments, and account balances. Manage your privacy to ensure complete peace of mind. Refresh.me integrates over 12,000 banks, institutions and other financial services to give you a clear picture of your entire financial landscape. All your transactions are grouped together in one place. We'll let you know if you spend more than usual so you can keep track of your financial goals. Connect your investment accounts and see how your portfolio performs. Track your historical performance. Refresh.me provides insights that you won't find anywhere else. It brings together your account balances and transactions, investments and credit in one place. Managing your financial well-being means keeping track of your credit score and protecting your identity.

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.

Albert is a comprehensive financial app that streamlines personal money management by combining budgeting, saving, spending, and investing tools in one platform. It automatically creates tailored budgets, tracks expenses, monitors bills, and identifies ways to save more efficiently. Partnering with Sutton Bank, Member FDIC, Albert offers banking features like early paycheck access, fee-free ATMs, and cash back rewards. The app also includes automated saving capabilities, personalized investment options in stocks and ETFs, and 24/7 identity protection with dark web monitoring and credit alerts. With access to financial experts for tailored guidance, Albert empowers users to take control of their finances with ease.

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.

Basil is a feature-rich and intuitive investment research and portfolio tracker app that can be used by both novice investors and finance professionals. Basil's core features include robust tools for managing and monitoring investment portfolios. The app offers a dynamic and seamless user experience, demystifying the complexity of financial markets. Portfolio Tracking: Basil provides users with real-time analytics and data on their investment portfolios. It provides a comprehensive dashboard which displays asset allocation, performance of investments, and historical growth. Users can track stocks and bonds, mutual funds, exchange-traded funds (ETFs), and other securities. All data is updated continuously. Customizable notifications keep users informed about significant changes and opportunities within their portfolio. Investment Research Basil is a powerful tool for research and tracking. It aggregates financial data, market data and in-depth analyses, giving users access to advanced statistics.

Our comprehensive platform will help you organize your information, declutter your life, and take charge of your finances. Store and access documents securely, gain insights from financial data, visualize financial goals, stay on top of important task with reminders, and share them securely. Build a brighter, more prosperous future by taking small steps.

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.

ITN Productions and Personal Finance Society approached us to discuss the importance of financial wellness in the workplace. We also shared the employer (and employee!) experience with MyEva, a digital financial advisor for every employee. Financial wellbeing is more important than ever in these difficult times. MyEva will help employees think about how they can take control of the present and develop a mindset that empowers them to achieve their future dreams, whatever those may be. Setting goals for your future and setting personal goals for your financial well-being is key to improving financial wellbeing. This is a simple, straightforward path to follow. Many people are not familiar with the terminology of finance. Financial security is more important to us than the ability to live stress-free, spend more time with our loved ones, create memories, and have peace of mind.

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!

Couples can invest and plan their future with Plenty. Plenty automates financial planning and investment strategies. Emily Luk and Channing Allan founded Plenty in 2022 to bridge the wealth divide and make wealth-building accessible to all Americans.