Best Personal Finance Software and Tools

Platform: SaaS/Web/Cloud - Android - iOS - Windows - Mac

Customer Type: Large Enterprises, Medium Business, Small Business

• Multi-Currency
• Alerts
• Reports
• Bills Management
• Budgeting
• Expense Groups
• Financial Dashboard
• Spend Tracker
• Tax Reports
• Transaction History
• Property Management
• Loan Management
• Investment Monitoring

• Subscription

Platform: SaaS/Web/Cloud - Android - iOS

Customer Type: Large Enterprises, Medium Business, Small Business

• Multi-Currency
• Reports
• Budgeting
• Expense Groups
• Spend Tracker
• Transaction History
• Property Management
• Loan Management
• Investment Monitoring

• Free Trial
• Subscription

Platform: SaaS/Web/Cloud - Android - iOS

Customer Type: Large Enterprises, Medium Business, Small Business

• Multi-Currency
• Alerts
• Budgeting
• Financial Dashboard
• Spend Tracker
• Spending Limit
• Transaction History
• Loan Management
• Investment Monitoring

• Freemium

Platform: SaaS/Web/Cloud - Android - iOS - Mac

Customer Type: Medium Business, Small Business

• Multi-Currency
• Alerts
• Reports
• Bills Management
• Budgeting
• Expense Groups
• Financial Dashboard
• Spend Tracker
• Spending Limit
• Transaction History

• Freemium

Platform: - Android - iOS

Customer Type: Medium Business, Small Business

• Alerts
• Bills Management
• Budgeting
• Expense Groups
• Spend Tracker
• Transaction History
• Loan Management

• Quotation Based

Platform: SaaS/Web/Cloud - Android - iOS - Windows

Customer Type: Large Enterprises, Medium Business, Small Business

• Multi-Currency
• Alerts
• Reports
• Payment Gateway
• Bills Management
• Budgeting
• Expense Groups
• Financial Dashboard
• Spending Limit
• Property Management
• Investment Monitoring

• Freemium
• Subscription

Platform: - Android - iOS - Windows - Mac

Customer Type: Individuals, Medium Business, Small Business

• Multi-Currency
• Alerts
• Reports
• Payment Gateway
• Bills Management
• Budgeting
• Expense Groups
• Financial Dashboard
• Spend Tracker
• Tax Reports
• Transaction History
• Loan Management
• Investment Monitoring

• Free Trial
• One-time license
• Subscription

Platform: - Android - iOS - Windows - Mac

Customer Type: Medium Business, Small Business

• Multi-Currency
• Alerts
• Reports
• Bills Management
• Budgeting
• Expense Groups
• Spend Tracker
• Spending Limit
• Transaction History
• Investment Monitoring

• Free Trial
• One-time license

Platform: - Android - iOS

Customer Type: Medium Business, Small Business

• Alerts
• Reports
• Payment Gateway
• Budgeting
• Expense Groups
• Financial Dashboard
• Spend Tracker
• Investment Monitoring

• Freemium

Platform: SaaS/Web/Cloud - Android - iOS

Customer Type: Medium Business, Small Business

• Alerts
• Reports
• Bills Management
• Budgeting
• Expense Groups
• Spend Tracker
• Spending Limit
• Transaction History
• Loan Management

• Quotation Based