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Top 17 Free and Premium Personal Finance Software
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Top 17 Free and Premium Personal Finance Software

Top 17 Free and Premium Personal Finance Software
5 (100%) 6 ratings

Personal Finance Software are money management software that organizes your day to day financial life in an easy to view  with automatic updates of the transactions. These are either web based or stand alone and provides a personal finance or money management dashboard for your money, tracking your transactions and giving you early warning when problems arise. Most of these track and display your budget, spending, banking, bills, savings, investments, retirement plans and debt levels. General features include Budgeting, Banking, Planning, Investing and Reports

Personal Finance Software : Banktivity, Moneyspire, CountAbout, Quicken, BankTree, Mvelopes, YNAB, Buxfer, Moneydance, Qapital, Money, LearnVest are some of the Top Personal Finance Software.

Personal Finance Software Free: Mint, KMyMoney, Microsoft Money, HomeBank, Doxo are some of the Top Personal Finance Software.

Top Personal Finance Software Free : Trending

Personal Finance Software Free: Top Twenty
PAT Index™
 
1
Mint
 
2
KMyMoney
 
3
ClearCheckbook
 
4
HomeBank
 
5
Doxo
 
6
AceMoney Lite
 
7
Microsoft Money

Top Personal Finance Software Free

Mint, KMyMoney, Microsoft Money, HomeBank, Doxo are some of the Top Personal Finance Software Free.
Top Personal Finance Software Free
 
 
 
 
 
 
 

 

1

Mint

Mint is a top choice among free money-management and budgeting software. Mint is a simple personal financial program that’s web-based. It has a simple clean interface that’s easy to use. It displays all your activities by category and gives you updated information on your synced bank and credit card accounts. It will work well for you when it can see your entire financial picture, this includes entering all your accounts like savings, credit cards, assets like cars and real estate. Once you enter all this data, Mint will accurately suggest budgets, goals and display your net worth. After you configure…

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Mint is a personal finance software that is available for free, that helps you manage your budgets, bills and credit score, all in one place.

9.5
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2

KMyMoney

KMyMoney boasts as being one of the best personal finance manager for free users. It’s a personal finance manager. It enables users of open source operating systems and applications to keep careful track of their personal finances by providing a broad array of financial features and tools. It’s accurate, this is assured because it uses time tested double entry accounting principles that help ensure that your finances are kept in correct order. KMyMoney is easy to use in that it strives to be the easiest open source personal finance manager to use, this is more so for the non-technical user.…

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KMyMoney is a personal finance manager that enables you to keep track of your personal finances.

9.4
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3

Microsoft Money

Microsoft Money is beautifully designed personal finance management software which enables users to take control of their finances. It allows users to view bank account balances, create budgets, and track expenses, among other things. Microsoft Money is available on computers and on mobile phones. Its features include online bill payment, online investment quotes, automatic statement downloads, import data files, currency converter, and mortgage calculator. It was designed for computers using the Microsoft Windows operating system, and versions for Windows Mobile are also available (available for Money 2000-2006 on select versions of Windows Mobile, up to, but not including, Windows Mobile…

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Micosoft Money is a great personal finance management software with all features needed by users to take control of their finances.

8.3
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4

HomeBank

HomeBank is a free personal finance software to help you manage your personal accounting. It boasts of more than 19 years of user experience and feedback. In addition, it’s been translated by its users in approximately 56 languages. It’s simple to use, and is able to analyze your personal finance and budget in a detailed way. It analyses your personal finance using some powerful filtering tools with beautiful charts. With HomeBank you can manage your personal accounting, budget, finance, at no charge at all since its completely free. You can access HomeBank on most common devices and operating systems like…

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HomeBank is a free finance and money management software used to analyze your personal finance and budget using powerful tools.

7.6
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5

Doxo

Doxo is a service that allows you to organize and manage all your accounts in one place. It’s a secure way to pay your bills with just one login. On Doxo, each company has a profile page with important contact information. Your company will show up on doxo if at least one customer has added you to the doxo provider network, and is also using doxo to connect with your company and make payments. Doxo helps you schedule your payments, monitor status and track your bill payment history. Doxo also allows you to add all your bills and accounts to…

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doxo organize all your accounts, manage your account info, and track your payments on the go.

7.5
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Top Personal Finance Software  : Trending

Personal Finance Software: Top Twenty
PAT Index™
 
1
Banktivity
 
2
CountAbout
 
3
Moneyspire
 
4
Moneydance
 
5
LearnVest
 
6
Buxfer
 
7
BankTree
 
8
Mvelopes
 
9
YNAB
 
10
Quicken
 
11
Money
 
12
Qapital

Top Personal Finance Software

Banktivity, Moneyspire, CountAbout, Quicken, BankTree, Mvelopes, YNAB, Buxfer, Moneydance, Qapital, Money, LearnVest are some of the Top Personal Finance Software.
Top Personal Finance Software
 
 
 
 
 
 
 
 
 
 
 
 

 

1

Banktivity

Banktivity enable users to analyze, synchronize, and integrate bank accounts. Banktivity eases the process of combining checks, savings, credit cards, investment and other accounts. Banktitvity enables users to categorize transactions regardless of whether they input the transactions manually or use the built-in bank connectivity options. This enables users to identify various spending habitats across accounts, even though the user and a partner have separate credit cards. Budgets in Banktivity enables users to enumerate spending targets in any category (e.g. Groceries) and their bills are automatically used to build up a budget. Developing a budget in this manner ensures users spend…

Bottom Line

Banktivity is versatile financial software which helps users to evaluate, synchronize, and combine all their bank accounts.

9.5
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2

Moneyspire

Moneyspire is user-friendly and dominant personal finance software that coalesce your entire financial life in one place. Some of its features include mobile app, online banking, balance forecast, reconcile statement, reports and charts, import and export data, multiple currency support, customer invoicing, check printing, and investment account support. With Moneyspire, you can manage your bank accounts, credit cards, loans, investments, etc; balance your checkbook and take charge of your transaction details; estimate your future balances and net worth, and know your status; and set bill notifications and ascertain all your upcoming payments so you never forget to foot a bill…

Bottom Line

Moneyspire is advanced personal finance software which enables users to easily organize and manage all their finance-related activities through a well-defined interface.

9.0
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3

CountAbout

CountAbout is a functional and easy to use personal finance software that imports data from Quicken and Mint and then automatically syncs data from banking, credit card or retirement accounts. CountAbout is cloud-based, mobile application that offers running register balances, standard and custom categorization, and a clutter-free interface with no advertisements. With CountAbout, you are assured of never loosing track of your finances. Setting up a budget in CountAbout is very easy. You can customize categorize and tags to suit your specific budgeting needs. With CountAbout you can also schedule recurring payments, track your remaining budget and copy your budget…

Bottom Line

CountAbout is cloud-based, mobile application personal finance software that helps to manage your finances.

9.0
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4

Quicken

Quicken is financial platform which helps users in streamlining budgeting and planning. It is being used by several business owners and institutions. Its features include free phone support, show bank/credit card balances, projects income and expenses, text/email notification, portfolio X-ray, tracks cost basis and capital gains, and shows performance against the market. Quicken provides users with updated quotes to keep their portfolio value current and to keep track on how their investments are performing against the market, as well as to monitor cost basis, identify realized and unrealized yields, and compute capital gain to make tax time easier. Quicken helps…

Bottom Line

Quicken is a secure and user-friendly advanced financial software which enables users to easily monitor and manage investments.

8.6
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5

BankTree

BankTree is a personal finance software with basic budgeting and reporting features. It helps you to manage all your accounts in one application. You can get BankTree on your desktop PC, Android phone and tablet, or Apple phone and iPad. BankTree allows you to connect to your bank directly. It also allows you to connect to banks and credit unions, or you can upload files from your financial institution with your current balance and recent transactions. BankTree has solid financial-management tools, but in case you want to connect to your accounts directly rather than download and import your transactions. BankTree…

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BankTree is a personal finance software that manages all your accounts in one application.

8.6
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6

Mvelopes

Mvelopes is an online personal finance management site that uses the envelope system (where money is set aside for expenses, in actual envelopes) of allocated spending to help you budget your money. In this way, it’s easy for you to understand. Mvelopes simply applies innovative financial software technology to the traditional method of budgeting using envelopes. So, it’s the modern equivalent of the old-school envelopes system. It also supports roll-over monthly budgeting. Mvelopes will enable you to create virtual envelopes and ‘’fill them” with money so you can access and view remaining amounts throughout the month, which will prevent overspending.…

Bottom Line

Mvelopes is a finance management site that is online and that allows you to create virtual envelopes and ‘’fill them” with money so you can put your money towards goals that are important to you.

8.2
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7

YNAB

YNAB is versatile financial software which gives users control over their finances, and helps integrate user’s bank accounts. Some of its features are bank syncing, on the go, personal support, debt paydown, reporting bliss, and goal tracking. YNAB enables users to effortlessly connect and integrate all their bank accounts. It helps to streamline budgeting and forecasting, as well as keeps quotes up-to-date. YNAB makes it easy for users to share finances with partner(s), and retrieve synchronized information from any device – anytime, anywhere. YNAB is loaded with various tools and features which aims at helping users get out, and stay…

Bottom Line

YNAB is financial software with a user-friendly interface which enables users to budget and plan their financial activities.

8.0
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8

Buxfer

Buxfer is a free finance web app for managing your own expenses, including a group’s expenses. It provides all the connectivity options you need for a home finance software. With Buxfer, you will be able to generate reports on who owes what. It also has an IOU view. To get access to unlimited accounts, make unlimited budgets, and create all the bill reminders your checking account can hold, you will need to pay for the Plus or Pro accounts. One of the most important features for Buxfer is budgeting. You can set a spending limit weekly, monthly, or yearly and…

Bottom Line

Buxfer is a free finance web app for managing your own expenses and accounts in one place so that you can understand where your money goes, view any unwanted spending and save for the future.

8.0
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9

Moneydance

Moneydance is user-friendly personal finance software that is embedded with essential features such as online banking and bill payment, account management, and budgeting and investment tracking. With Moneydance, users can manage multiple currencies and practically operate any financial task with ease. Moneydance’s online banking feature helps users to automatically download transactions and send payments online from several financial institutions. Moneydance is capable of automatically sorting, organizing and cleaning up downloaded transactions. It enables users to see the summary and outline of their finances. Moneydance shows information such as account balances, upcoming and overdue transactions and reminders, and exchange rate information.…

Bottom Line

Moneydance is advanced private finance software with features such as online banking and bill payment, account management, and budgeting and investment tracking which allows users to take charge of single and recurring transactions and as well plan for the future.

8.0
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10

Qapital

Qapital is a personal finance mobile application for Android and iOS, developed by Qapital, Inc. The app creates a new way to bank. Users get to save for the things they want, just by doing the things they do. Qapital makes saving effortless, motivating, and even a little fun. All Qapital accounts are FDIC-Insured. Qapital also offers an interest bearing checking account, the Qapital account, and the Qapital Visa Card – a debit card designed to help track day-to-day spending. Users can save for their goals whenever they swipe, see their weekly spending and savings in one place, and easily…

Bottom Line

Qapital is a personal finace app with tools to make users become a modern money master.

7.7
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11

Money

Money is a user-friendly, beautifully designed accounting application which enables users to be in control of their finances. It is available on Mac OS and iOS devices. Money brings all the expert features in a beautiful and easy to use package. Its features include direct downloads, data import, automated payees, tax, investment, account reconciliation, icloud, multitasking, and security. Money allows users to track their daily and long-term investments anywhere, anytime. With Money, users can oversee a large number of accounts and manage finaces with multiple currencies. Money befriends all your devices and makes it easy to keep track of your…

Bottom Line

Money is an accounting application with features such as data import, direct downloads, automated payees, iCloud, and security which enable users to be in charge of their day-to-day financial activities.

7.7
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12

LearnVest

LearnVest is an online personal finance utility that allows users to track spending and budgets. It has all the features for budgeting money and tracking expenses accompanied by information to help users become more financially stable. In addition, it also gives you access to a financial planner that can view your account. LearnVest offers you a free, 15-minute consultation with a financial advisor on registration. You also get a dedicated financial planner available to you 24/7 via email. You also get a fully-customized financial plan that helps balance your wants and needs, including online tools, classes, and articles to help…

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LearnVest is an online personal finance utility that has all the features for budgeting money and tracking expenses accompanied by information to help users become more financially stable.

7.5
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