It has a rich suite of tools built around investments, with a nod towards expense tracking similar to Mint, so you can get a sense of where everything is at a moment’s notice. When it comes to a financial dashboard, the clear leader is Personal Capital. What’s easier – logging into one account or logging into a dozen? We use it to pull in all of our data, though we ignore the credit card debt piece because we pay off our bills every month in full.

This is important because when that information is easily accessible, it’s easily remembered and understood. Your assets, your liabilities, your net worth – all your financial accounts visible on one convenient page. Best Money Management App – Personal Capitalīest Money Management App – Personal CapitalĪ financial dashboard is a place where you can see everything involving your money in one place.I compiled their responses and made the following list of best personal finance software (most of which have a mobile app). A good personal finance app will help you save time and money.Įarlier this year I polled our readers for their “must-have, can’t live without” money apps. A lot of the problems we face when dealing with money is how much time it takes to stay on top of things. The best personal finance software works like a money management app that gives you an instant snapshot of your financial situation in seconds. It wasn’t until later that other personal finance tools started to appear. I would learn about Intuit’s Quicken software but it felt silly to pay for software to help me save money. I got my start tracking our budget and net worth with a spreadsheet.

If you wanted to track your money, you didn’t have many options beyond websites like Google Finance. Ten years ago, there were no solid personal finance apps out there.

Examples of personal finance software