Software » Finance & Accounting » Personal Finance Software Review
2015 Best
Personal Finance Software Review
REVIEWS AND COMPARISONS
Displaying 2 - 10 of 10 « prev | next »
Ratings
Overall Rating
Connectivity
Budgeting
Reporting
Personal Investing
10.00
9.32
9.00
8.58
8.32
8.25
8.07
7.98
7.38
6.98
10.00
9.38
10.00
9.38
8.75
7.50
7.50
9.38
7.50
5.00
10.00
9.38
8.75
9.38
7.50
8.75
9.38
8.13
6.25
6.88
10.00
9.38
8.75
9.38
8.75
8.75
8.13
8.75
8.75
8.75
10.00
8.75
7.50
1.25
8.75
7.50
5.00
1.25
7.50
8.75
Rankings
Displaying 2 - 10 of 10
Personal Finance Software Review
Quick Picks
Noteworthy Feature
?
Investment Manage- ment
P2P Lending Accounts
Links to PayPal
Snap & Store Receipts
Investment Manage- ment
Investment Manage- ment
Off-Budget Accounts
Envelope Organiza- tion
Payee Contact Organiza- tion
Multiple Currencies
Best For
?
Cross-Program Integration
Reporting
Fore- casting Budget
Simple Budgeting
Multiple Currencies
Transac- tion Manage- ment
Simple Budgeting
Complex Budgeting
Allocation Manage- ment
Tracking Statistics
Connectivity
Options & Functionality
?
100%
80%
100%
100%
75%
75%
75%
100%
75%
50%
Bank & Credit Union
?
 
 
Credit Card Accounts
?
 
 
 
Investment & Retirement Accounts
?
 
 
 
 
 
Mobile Devices
?
Apple & Android
Apple & Android
Apple & Android
Apple & Android
Apple & Android
 
Apple & Android
Apple & Android
 
 
Budgeting
Budgeting Simplicity
?
100%
100%
100%
100%
70%
90%
100%
75%
80%
60%
Payment Scheduler
?
Copy Budget to Next Month
?
Tracks Remaining Budget
?
 
Budget Alerts
?
 
Online Bill Pay
?
 
 
 
 
 
 
 
Goal Tracking
?
 
 
 
 
 
 
 
 
 
Reporting
Options & Functionality
?
100%
85%
70%
100%
80%
80%
65%
80%
80%
75%
Net Worth Overview
?
Spending Reports
?
Cash Flow Reports
?
Personal Investing Reports
?
 
 
 
Exports to a Common File Type
?
Tax Reports
?
 
 
 
 
 
 
Export to Tax Program
?
 
 
 
 
 
 
 
 
 
Personal Investing
Portfolio Overview
?
Track Performance
?
 
 
Analyze Asset Allocation
?
 
 
 
Track and Analyze Fund Fees
?
 
 
 
 
 
 
Compare Portfolio to Market
?
 
 
 
 
 
 
 
 
 
Retirement Goals
?