We all know financial planning is a difficult task to undertake. Trying to find the right financial management software can be just as hard! We have compiled a list of 15 financial planning softwares for individuals that provide great value and are rated high by users. Whether you’re looking for budgeting, investing, or retirement planning, we’ve got you covered!
An easy to use, simple app that allows you to keep track of all your accounts in once place. It automatically categorizes transactions so it’s quick and hassle free.
A popular software that helps you manage your budget and spending. It allows you to set up budgets for all of your expenses, monitor bank accounts and credit cards, etc. One great feature is the ability to download transactions from over 11,000 different financial institutions so it’s quick and easy! What’s more? You can get Quicken for free if you are a student or looking to manage money on your own.
This software helps individuals budget, plan and save with it’s “Every Dollar Matters” mentality. It offers an easy to use interface that allows the user to see how they will spend their next dollar before actually paying out that dollar. This is great for anyone looking to stay within a budget while making sure there are still funds left at the end of the month!
This app allows you to create and stick with an actual spending plan, not just a general “budget” that gets thrown out by users after two days. It also has a great interface and allows you to set a “buffer” for all your expenses so there is always a little wiggle room if needs be!
This financial planning software focuses on retirement planning. It’s goal is to help the user make smart, educated decisions about their money when it comes time for them to retire by providing them with the necessary tools.
This app allows you to set up an actual budget and target savings goals by creating virtual envelopes that can be monitored online or via mobile device. You will get insights into your spending, transactions, etc so it’s quick and easy to see where all of your money is going!
This app helps you manage your investments by using modern technology and advanced data analysis to provide automated investment management. You won’t have to spend time researching or managing any of the funds in order for them to be built up into a solid portfolio! This is great if you are looking for an easy way out when it comes to managing your money.
This app helps you manage all of your investments and accounts by using the power of technology to provide insights into where, when and how much of your money should be invested. They use modern data analysis techniques to help you make smart financial decisions!
This financial planning software helps you save money by rounding up your everyday purchases and investing those extra pennies. If you have a debit or credit card with them, every purchase is linked to the app so all of your transactions are tracked on mobile devices! This allows for easy access whenever needed. All funds that accumulate through these transactions are invested in a Low-Risk portfolio so you can rest easy knowing your money is safe.
This app provides great investing opportunities for beginners by allowing them to start small and learn as they go! You will have the ability to invest directly into individual stocks or choose from one of their curated “picks”. All of their investments are done for you and allow the user to make smart financial decisions based on what is trending in the market. This app is great if you want easy access to your money whenever needed!
This investment management software allows users to invest with ease as it has a simple interface that makes managing accounts, budgets, etc. quick and easy. You will have access to their entire portfolio so you can see all of your securities, investments, etc in one place! This is great for anyone looking to get started with investing quickly without having to worry about doing more research than necessary or making decisions on what options are best for them within the market.
This app is great for anyone looking to track their investments and net worth over time. This financial planning software will provide the user with a dashboard that updates in real-time so they can see how much money has been made or lost instantly! The best part about it is the fact that you don’t have to do any extra work as all of the data is automatically tracked and updated whenever needed!
This app allows for quick access to your money as an automatic deposit feature has been included. This makes it easy for you to save without having to think about doing so on a regular basis. They do all the work in terms of saving, investing, etc while providing great returns!
14. Personal Capital
This app provides you with an easy way to manage all of your financial information. You will be able to see all accounts, budgets, investments, etc in one place without having to worry about manually entering that data into their system as it is automatically pulled from the different sources where relevant. This makes for a great way to gain complete visibility into all of your money!
15. Wealth Watcher
this is a great app for those who are looking to manage their investments without having to constantly log in and check up on things. All relevant information will be sent directly to your phone so you can make the best financial decisions possible whenever needed! This is perfect for anyone that wants an easy way out when it comes to managing their money!
16. Stock Trade
This app allows for complete control of your portfolio as you will be able to see all relevant information in one place. You can track the performance, cash flow, etc on all investments that are held within it so you know exactly where everything is at any given time. This software provides a lot of insight into all of your securities including the type, amount invested into them, etc which makes managing money a breeze!
17. Personal Cash Flow
This app provides users with complete control over their financial situation by allowing for complete visibility. It ensures that you are always in full control over where your money is going and how it’s being used. You will have the ability to see all your money in one place without having to manually enter any of it into their system which makes managing finances a walk in the park!
This app provides users with complete control over their investments by allowing you to choose the securities that are best for your portfolio. You will have access to all information in one place which makes it easy to manage money at any given time! This is perfect for anyone looking to gain insight into how much they’ve made or lost on all their investments and securities.
19. Money Tracker
This great app allows you to see all your money in one place without having to manually enter any of it into their system which makes managing finances a breeze! This is perfect for anyone looking to gain insight into how much they’ve made or lost on all their investments and securities. You’ll be able to see all relevant information in one place without having to do any extra work which makes it a great option for those who are looking for an easy way out!
This app provides you with complete control over your money by allowing for the perfect amount of savings. You will have access to how much is being saved each day so you can make the best choice possible in terms of how much you save. This app is perfect for those who are looking to maintain control over their money!
This great software allows users to see all relevant information in one place without having to do any extra work at all. It automatically pulls data from a number of different sources so you are always aware of how much money is being spent at any given time. This makes for great visibility into your finances!
What is a personal finance software?
A great way to manage your money is by using personal finance software. Personal Finance Software can be used in a wide variety of ways, from budgeting and planning all the way up through investing for retirement or paying down debt with an emphasis on savings rates that work best for you!
What really matters is
We hope this blog post and the list of top-rated financial planning software helped you find one that is right for you! Did we miss any? Share your thoughts below. Stay tuned as we will be adding more articles about personal finance topics soon!