Personal Finance Software Review
Personal finance software can turn a dwindling bank account into a prosperous gold mine and become your most valuable asset. Budget, invest and strategize in the comfort of your home office.
Managing your money can be an overwhelming and discouraging chore, but through personal finance software, your finances can be organized and you can look to the future with the security of knowing you'll have enough money to take care of the necessities of life.
Through personal finance software you can bank online, utilizing transactions, deposits and online bill pay, manage your portfolio and 401K by trading stocks, mutual funds and bonds, receive real-time stock reports, current tax articles and other information so you can wisely direct your money and make good financial choices. Then easily export your data to tax software to get the most out of taxes.
Personal financial software can provide reports and graphs, giving you a clear illustration of where your money has been, where it is and where it's going. These reports are priceless when planning your financial future.
In this site, you'll find articles and comprehensive reviews on personal finance software to help you make an informed decision on which software is right for you. At TopTenREVIEWS, we do the research so you don't have to.™
Ideal personal finance software provides ample user-friendly features that allow you to manage every aspect of your finances including your accounts, investments, future plans and taxes. The software should also provide current information on tax laws and stock reviews so you can make informed decisions. Below are the criteria TopTenREVIEWS used to evaluate personal finance software.
Personal finance software can turn a dwindling bank account into a prosperous gold mine and become your most valuable asset. Budget, invest and strategize in the comfort of your home office.
| Rank | #1 | #2 | #3 | #4 | #5 | #6 | #7 | #8 | #9 | #10 |
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Quicken Starter Edition | Moneydance | AceMoney | BankTree Personal | RichOrPoor | Budget Express | Account Xpress | iCash | Home Bookkeeping | 3clickBudget |
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| Reviewer Comments |
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| Lowest Price |
$29.95 |
$39.99 |
$30.00 |
$38.67 |
$29.95 |
$34.95 |
$39.98 |
$39.90 |
$29.95 |
$14.95 |
| Overall Rating | ![]() |
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| Ratings | ||||||||||
| Ease of Use/Install | ![]() |
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| Banking/Bills | ![]() |
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| Reporting | ![]() |
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| Financial Calculators | ![]() |
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| Tax Options | ![]() |
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| Support / Documentation | ![]() |
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| Archiving/Security | ![]() |
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| Personal Investing | ![]() |
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| View Specifications | Go! | Go! | Go! | Go! | Go! | Go! | Go! | Go! | Go! | Go! |
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| Version | Quicken Deluxe | |||||||||
| Price | $39.99 | |||||||||
| Banking/Bills | ||||||||||
| Import Account Data | ![]() |
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| Reconcile Accounts | ![]() |
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| Online Banking | ![]() |
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| Bill Pay Service | * | ![]() |
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| Split Bills/Expenses | ![]() |
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| Categorize and Track Spending | ![]() |
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| Standardize Payee Names | ![]() |
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| Budget Expenses | ![]() |
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| Write/Print Checks | ![]() |
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| Find Loan Rates | ![]() |
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| Free Credit Report | ![]() |
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| Exchange Rates | ![]() |
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| Connect to Paypal Accounts | ![]() |
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| Connect to 529 Accounts | ![]() |
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| Reporting | ||||||||||
| Cash Flow Reports | ![]() |
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| Personal Investing Reports | ![]() |
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| Tax Reports | ![]() |
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| Net Worth/Balance Reports | ![]() |
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| Export to PDF | ![]() |
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| Export to Excel | ![]() |
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| Export to CSV | ![]() |
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| Export to TXT | ![]() |
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| Export to HTML | ![]() |
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| Financial Calculators | ||||||||||
| Loan Calculator | ![]() |
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| Mortgage Calculator | ![]() |
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| Savings Calculator | ![]() |
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| Refinance Calculator | ![]() |
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| Home Equity Calculator | ![]() |
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| Tax Options | ||||||||||
| Tax Alerts | ![]() |
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| Archiving/Security | ||||||||||
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| Archive Data | ![]() |
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| Password Protection | ![]() |
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| Personal Investing | ||||||||||
| Import Investment Account Data | ![]() |
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| Portfolio Manager | ![]() |
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| 401K Manager | ![]() |
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| Download Stock Quotes | ![]() |
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| Displays Stock History | ![]() |
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| Support/Documentation | ||||||||||
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| Phone Support | * | |||||||||
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| Supported Configurations | ||||||||||
| Vista | ![]() |
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| Macintosh | ** | ![]() |
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| 2000 | ![]() |
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| 98 | ![]() |
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| ME | ![]() |
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| NT | ![]() |
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| Linux | ![]() |
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| Reviewer Comments |
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| Lowest Price |
$29.95 |
$39.99 |
$30.00 |
$38.67 |
$29.95 |
$34.95 |
$39.98 |
$39.90 |
$29.95 |
$14.95 |
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