Find out if an investment product or service is right for you. We've done the research for you, and give you insightful and honest reviews.
Personal finance software has been around for several decades. Since the Internet was invented, we’ve looked for ways to manage our household and investment accounts in a non-complicated way. Thanks to advanced technology, and security, you can link your bank account to finance software that will aggregate your transactions into manageable spending reports, graphs, and budgets. No matter if you use a Mac or a PC, you’ll find the best personal finance software that matches your family’s needs. Some of the services can be purchased and downloaded to a desktop computer, while others are web versions that allow you to access your money on the go, via the internet or a mobile device. Here’s a breakdown of the best personal finance tools and services currently available today, and how they stack up against each other. We’ve thoroughly reviewed and tested each personal finance software listed below. Click the product name link to learn more, or click the “visit website” button to try it out for yourself.
RankProductSummaryPriceRatingAction1Personal CapitalA free and easy-to-use service that syncs up all your financial accounts in one location. Personal Capital creates summaries of your spending, net ... Personal Capital ReviewFREERated 4 stars Visit Website2iBankiBank is a good alternative for dissatisfied Quicken users. See how iBank stacks up and the recently improved features for handling your personal ... iBank Review$59.99Rated 3.5 stars Visit Website3PowerWalletThis personal finance planning tool is excellent for budgeting, managing all your accounts and reaching future goals -- all at a glance.... PowerWallet ReviewFREERated 3.5 stars Visit Website4EveryDollarEveryDollar is a good option for users looking for simple, back-to-basics budgeting software with little-to-no frills. You can opt for the free ... EveryDollar ReviewFREERated 3.5 stars Visit Website5Quicken for WindowsThe gold standard in personal finance applications. While it remains the app to beat, there are issues with various software bugs, reported issues ... Quicken for Windows Review$39.95Rated 3.5 stars Visit Website6iQuantifiiQuantifi is good for anyone just getting started with mapping out big life goals and the financial advice you receive is useful and affordable. ... iQuantifi Review$9.95/monthRated 3.5 stars Visit Website7Mint.comManage all of your accounts from one service with the ability to budget. Though Mint's investing tools are simplistic, and many users report issues ... Mint.com ReviewFREERated 3.5 stars Visit Website8ShoeboxedShoeboxed is a mobile app that allows you to manage receipts, paperwork, and statements, on the go. This makes handling investment reports, statements... Shoeboxed ReviewFREERated 3.5 stars Visit Website9PocketSmithTrack all of your accounts, such as checking, credit cards, student loans, and investing accounts, and forecast your financial future at a glance.... PocketSmith ReviewFREERated 3.5 stars Visit Website10You Need A BudgetYNAB is designed to help you get out of debt and stop living paycheck to paycheck by implementing a budgeting system that actually works.... You Need A Budget Review$60Rated 3.5 stars Visit Website11MoneydanceMoneydance is a great alternative for Quicken lovers, and those who are disappointed with Intuit’s Quicken for Mac. You can try it for free, up to ... Moneydance Review$49.99Rated 3.5 stars Visit Website12Yodlee MoneyCenterThe granddaddy of online personal finance applications. While the service works, it seems somewhat dated and lacks investing reports.... Yodlee MoneyCenter ReviewFREERated 3 stars Visit Website13Quicken 2015 for MacWhile a step up from previous versions, still falls short of the gold standard Quicken for Windows. For some, Quicken for Mac might be a usable native... Quicken 2015 for Mac Review$74.95Rated 3 stars Visit Website14LearnVestLearnVest is a decent free budgeting tool. Though compared to its competitors lacks investment reporting. Financial planning is available for an ... LearnVest ReviewFREERated 3 stars Visit Website
Which finance software should you use? Mint or Personal Capital? This question is one that’s asked often because both are very popular online tools. At a casual glance they might seem the same — both are personal finance apps, allow you to sync your financial accounts in one location, and are completely free to use. But there are distinct features that make each one different too.
Thanks to the rise of robo-advisors, investing for the future is now more accessible than ever. You don’t have to be wealthy, have a lot of investment knowledge, or even hire an expensive financial advisor to create a complicated asset allocation. Why? Because robo-advisors now have the technology to do all of this for you — and at an affordable price.
There are many different types of traders, as there are discount stock brokers. Whether you are looking to trade in high volume or only conduct a few trades each year, you must have an online broker who suits your needs.
FutureAdvisor is an online investment advisor that automatically manages your investments. It helps you to do this in an advantageous way by using modern portfolio theory (or MPT), to build and maintain a portfolio to maximize your return based on certain levels of risk indicated by your investor profile.
Did you ever wish when applying for a bank loan that you were the loan officer sitting on the other side of the table? Now you can with Lending Club. Lending Club is a peer-to-peer (P2P) lending service that you can invest your own money.
One of the perks of being an employee is having access to a 401(k). Yet many employees are ill-equipped to manage their 401(k), and are left with a lack of information in regards to what type of funds they should choose. Which funds should you pick? How much?
If you’re looking for a comprehensive full-service investment advisory service, Wells Fargo Advisors may be the company for you. Not only do they offer nearly every investment option available, but they provide their services at a very reasonable cost. And if you’re already a Wells Fargo customer, you can streamline your banking and investment operations.
I just read the news that Quicken is now for sale by Intuit. According to Intuit, they are still committed to supporting Quicken while it’s for sale. What does this mean for the service and how will this affect you?
Formally known as Robinhood Financial, LLC, the Robinhood app takes from the rich and gives to the poor. Well, no it doesn’t do that, it just allows you to make stock trades for free. Robinhood is a no-frills stock broker with no minimum deposit.