LearnVest is a financial planning platform that combines budgeting with investing. It’s a one-stop shop if you’re looking for an all-in-one financial platform. However, the investment side of the platform is limited only to providing investment allocation advice. It does not manage your investment portfolio the way robo advisors do.
Moneydance is a great alternative for Quicken lovers and those who are disappointed with Quicken for Mac. You can try it for free, up to 100 transactions, or buy it for $49.99. Some of its best features include creating budgets, bill reminders, and investment support.
Personal Finance Software
|Review||LearnVest Review||Moneydance Review|
Overall rating as by Investor Junkie.Rating
|Ease of Use|
|Tools & Resources|
|Promotions||None||First 100 Transactions are Free|
|Price||$0.00 - $19.00/month||$49.99|
|Refund Policy||-||90 days|
|Credit Score Monitoring||No||No|
|Import QFX, QIF Files||No||Yes|
How can you access the sevice? Website only? Via smartphone app?Access
|Website, iOS App||Windows, Macintosh, iOS App, Android App|
More security to prevent unauthorized access to your account.Two-Factor Authentication
|Sign Up||Sign Up|