Software » Finance & Accounting » Personal Finance Software Review
2015 Best
Personal Finance Software Review
REVIEWS AND COMPARISONS
Displaying 2 - 9 of 9 « prev | next »
Ratings
Overall Rating
Ease of Use
Banking & Bills
Reporting
Archiving & Security
Tax Options
Personal Investing
Help & Support
9.50
8.88
8.45
7.88
7.75
7.45
4.95
3.88
3.50
10.00
10.00
10.00
8.13
8.75
8.13
6.25
5.00
3.75
10.00
10.00
10.00
7.50
7.50
8.13
3.75
3.75
3.75
10.00
9.38
10.00
8.13
9.38
7.50
5.00
2.50
3.13
10.00
10.00
9.38
10.00
8.75
8.75
6.25
5.00
2.50
8.75
10.00
2.50
5.00
5.00
5.00
2.50
2.50
2.50
7.50
0.00
2.50
8.13
3.75
5.00
2.50
2.50
4.38
8.75
10.00
10.00
8.13
8.75
8.13
8.13
6.25
4.38
Rankings
Displaying 2 - 9 of 9
Personal Finance Software Review
Banking & Bills
Categorize and Track Spending
Import Account Data
 
Budget Expenses
Manage Credit Card
 
 
 
 
Manage Mortgage
 
 
 
 
Standardize Payee Names
 
 
 
Split Bills & Expenses
 
 
 
 
Bill Pay Service
 
 
 
 
 
 
Connect to Bank & Credit Unions
 
 
 
 
 
Online Banking
 
 
 
Manage Investment Account
 
 
 
 
 
 
 
Exhange Rates
 
 
 
 
 
Reporting
Cash Flow Reports
Net Worth/Balance Reports
 
Export to QIF
 
 
 
 
Export to PDF
 
 
 
 
 
 
Export to Excel
 
 
 
 
Export to CSV
 
 
 
 
 
Tax Reports
 
 
 
 
 
Personal Investing Reports
 
 
 
Financial Calculators
Mortgage Calculator
 
 
 
 
 
Refinance Calculator
 
 
 
 
 
 
Loan Calculator
 
 
 
 
Archiving & Security
Backup & Restore Data
 
Archive Data
 
 
 
 
 
Password Protection
 
 
Tax Options
Other tax options
 
 
 
 
 
Export to tax program
 
 
 
 
 
 
 
 
Personal Investing
Portfolio Manager
 
 
 
 
 
 
Download Stock Quotes
 
 
 
 
 
 
Displays Stock History
 
 
 
 
 
 
401K Manager
 
 
 
 
 
 
Import Investment Account Data
 
 
 
 
 
 
 
Help & Support
Online Manual
 
Email Support
FAQs
Tutorials
 
 
 
Community Forums
 
 
 
 
Live Chat Support
 
 
 
 
 
 
 
 
Phone Support
 
 
 
 
 
 
 
 
Supported Configurations
Windows 8
 
 
Windows 7
 
Windows Vista
Windows XP
Macintosh