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