Best Personal Finance Software with a Free Trial of 2024

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.

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.

Banktivity gives your financial control back. You can take control of your finances immediately, long-term, and everything in between. Our easy setup will give you the most accurate and complete picture of your finances. You will always know what's coming into your account and what's going to it. Banktivity eliminates the guesswork so you can stay on track to your goals. Banktivity uses proven budgeting methods and principles to help you achieve your financial goals. Plan for retirement, save for college, and pay down your credit card debt.

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.

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.

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.

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.

You can enjoy guilt-free spending and effortless savings with a friendly, flexible approach to managing your finances. Stop wondering where your hard-earned money went. The YNAB Method for moneymanagement will help you increase your savings and make it easy to spend your money. Gain clarity and confidence with four-simple-but-life-changing rules. The magic is not in the math, it's in how you do it. What are you willing to give your money before you get paid again. To see your plan clearly, give each dollar a job. It's a fact that there are some expenses that are not monthly like holiday shopping and car repairs. These budget-busting expenses can be broken down into smaller monthly chunks. Budgets that are rigid will fail. Flexibility is key. Changes in life can cause budget changes. It's your money, no guilt required. Wouldn't that be wonderful? You could use your last month's pay to pay your bills this month. You'd always be ahead. It'll feel really nice, trust us.

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.

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.

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.

EveryDollar is loaded with all the features you need to budget the right way, right from the beginning. Drag and drop, rename, and organize everything in a manner that makes sense to you. A well-stocked emergency fund will make any situation less of a hassle. You can also plan ahead for big purchases by setting savings goals. EveryDollar syncs across all platforms. The mobile app allows you to check your budget anywhere. You can also spend confidently using the app. You won't be surprised by big bills. To make planning easier, set due dates for expenses. EveryDollar allows you to split long receipts across multiple categories or expenses. You can easily copy and paste your budget month to 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.

Our finance software takes the stress out of managing your finances and puts the fun back into your life. Our online personal finance software lets you manage your money wherever you are. Get our desktop personal finance software for Windows, as well as our mobile app for Android, Apple, and tablet devices. Connect to your bank to download live transactions using our secure 2048 bit connection. Or, manually import your statements. Our personal finance software makes it easy to import from Quicken and Microsoft Money. You can scan receipts from your mobile device using the BankTree Mobile App. Then, sync with the desktop to access all of your receipts. You can also sync with our online app to store receipts in the cloud.

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.

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.

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.

ProjectionLab captures important details that other planners may miss. You'll find that it is easy to create rich, simple financial plans that represent you, your family, and the paths chosen. Simulate your financial life and chart your course to your best life. Build a model of your entire life's finances to discover the range of possible outcomes. Identify tradeoffs, compare historical data and experiment with different investment strategy, account types, withdrawal options, contribution orders and portfolio blends. ProjectionLab does not have a link to your actual financial accounts, and the data that you enter will remain in your browser until you decide otherwise. When you upgrade to Premium you can choose from several options for data persistence. Visualize your progress and compare it to your initial projections.

Era is your AI-powered personal assistant. Keep up to date with current events affecting you or your finances. Era is a global expert who writes articles tailored to your financial situation and has access to real-time knowledge. Feel more in charge of your future by receiving personalized investment advice and rebalancing. Chat-based prompts make it easy to connect all your accounts, track your budgets, and create smart AI goals for the near future. Automate anything from notifying you of market news to moving your money where you need it. Era handles transfers from your existing bank account. Ask Era to help you pay off your student loan debt, or save money for your next vacation. Era offers all your money management tools in one place. Era is free to try before you connect all your accounts. Your personal financial information will only be used to provide personalized answers and never sold or used in advertising.

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.

You can save money while you live your life. Set a goal and watch your savings grow. You'll see results quickly if you apply Rules to each of the Goals. These creative, fun Rules allow you to accumulate smaller amounts of cash. You can save every time you get paid. You can set shared savings goals to motivate and contribute together. Your big-picture goals can be realized with the help of another person. Qapital's pre-built portfolios make it easy for novice investors. We will work with you to create a portfolio that meets your risk tolerance. You can achieve bigger, longer-term goals by adding an investment portoflio (to your savings setup) You are more likely to see your money grow faster than if you just save.

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.

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.

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.