Expense software personal




















Edit or delete existing expense Delete expense by just holding expense item for few seconds and select delete in the context menu View Months Expense Summary with total amount for all future months View month expense transactions for all future months Manage expenses for multiple accounts View expenses by category in Pie Chart Support all currencies including Euro Support Landscape mode Auto Suggest Expense Names Go to home page from any page Exit the app from Main Page Login to App using passcode Read Tips and Tricks of this application You can create live tiles.

You can search expenses for any date range YNAB is a browser-based program, but it also offers Android and iPhone apps that sync data to your desktop. Mvelopes turns the traditional envelope budgeting technique into a digital app that helps you avoid overspending. Mvelopes is a fully-featured online personal finance app that's based on the old " envelope budgeting " premise—put your cash in envelopes, mark the envelope as to what the cash is for, and when it is gone, it is gone, resetting during the start of your next pay period.

You're not supposed to borrow from the "grocery" envelope when your "clothing" envelope is depleted. Mvelopes just makes your envelopes digital. Mvelopes includes mobile apps for Android and iPhone, and you can sync to all your bank and credit accounts. You can choose from three versions depending on your budgeting needs and expertise: Mvelopes Basic, Mvelopes Premiere, and Mvelopes Plus.

The Premier plan comes with a day free trial while the Basic and Plus plans offer a day money-back guarantee. Basic offers unlimited access to financial institution accounts, auto transaction importing and account balance monitoring, and interactive support.

Premiere includes all of this plus setup help, priority support, access to the Mvelopes learning center, and debt reduction resources. Plus package grants you quarterly consultations with a personal finance coach as well as a personalized financial plan. Quicken is a long-time budgeting app that saves your financial details on your computer instead of the cloud. No list of personal finance and budgeting apps is complete without mention of Quicken, and with good reason. This app almost predates the computer age—it has been around in one version or another since That said, it is a bit old-fashioned in some ways.

It set the standard so it does all the basic things you'd expect a budgeting app to do, and it does them well. Quicken provides an overview of your banking, investment, retirement, and credit card accounts in one place, and tracks your spending categories for you. Mint is free and supports a large number of banks and other financial institutions. Mint is a well-known and popular app, and it shares several similar features with Quicken.

Intuit once owned Quicken, then it purchased Mint in —thus the similarities. But Mint is different from Quicken in an important way: it is free. This means you will have to deal with ads, but you will get almost all the same integral features you would get with any other app. It allows you to connect with your bank and lenders, sends you alerts when bills are due, and the interface is clean and easy to understand. It does not nail your budget down to every precious dime, so you have some flexibility.

But you can override these entries and create your own limits and categories. CountAbout earns a spot because it offers an easy-to-use and ad-free budgeting interface. CountAbout is browser-based and offers two versions: Basic, which is most appropriate for budgeting novices, and Premium, which has more in-depth features. You can include your bank accounts, mortgage, and other credit accounts, plus your investment accounts, to have your complete financial picture right in front of you.

If you have multiple accounts—as most of us do these days—using Personal Capital can save you from having to switch between multiple screens to understand where you stand. The core software is free, but there may be fees for additional features. Tiller Money lets you see all your money in one place by automatically updating your checking, credit card, loan, investment, and other account data into a customizable Google Sheet or Excel template.

Tiller Money lets you choose from templates that organize your data for you or you can customize your spreadsheet to suit your needs. It'll also send you daily emails with a summary of your recent transactions and balances. Personal finance software is any application that helps with all aspects of your personal finances. You can choose different software for different goals. Some software is ideal for budgeting, others are good for investing, and others are right for debt tracking and savings goals.

Personal finance software typically works by collecting your personal data, linking the software to your financial institution, investment accounts, and credit cards, and then helping you set up your financial goals. Once it has access to your accounts, it can monitor your credit, track your spending and savings habits, help you create a budget, offer tips and investment advice, and send out bill pay and savings goal reminders.

Personal finance software varies in features, functions, and costs. Some software offers basic features with free and paid versions. Other software helps you meet more complex financial goals and charges monthly fees. Personal finance software is worth the cost if it helps you meet your personal financial goals.

It may help you stick to a budget and save money or manage and track your investments and gain money. We researched and reviewed many personal finance applications and chose our top eight personal finance software options based on price, variety of features, the types of financial goals they help you meet, company reputation, and more.

Securities and Exchange Commission. Actively scan device characteristics for identification. Use precise geolocation data. Select personalised content. Create a personalised content profile. Measure ad performance. Apply market research to generate audience insights. Measure content performance. Develop and improve products. List of Partners vendors.

Financial Planning Financial Software. Part of. Necessary Gear. By Shelley Elmblad Full Bio LinkedIn Shelley Elmblad is an expert in financial planning, personal finance software, and taxes, with experience researching and teaching savings strategies for over 20 years.

She earned her bachelor's in business administration from the University of Wisconsin and has successfully completed additional coursework and certificates in public administration, computer networking, small business accounting, and small business management.

Learn about our editorial policies. Reviewed by Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in the accounting and finance industries for more than 20 years.

Her expertise covers a wide range of accounting, corporate finance, taxes, lending, and personal finance areas. Learn about our Financial Review Board. She has spent time working in academia and digital publishing, specifically with content related to U. She leverages this background as a fact checker for The Balance to ensure that facts cited in articles are accurate and appropriately sourced.



0コメント

  • 1000 / 1000