![]() ![]() Keeps track all your debts, loans, interests and incorporate in your budgetĮnables payment and collection in multiple currencies.įacilitates payments for bills, membership, donation, etc. ![]() Monitors the performance of savings and investments Prepares a plan to spend your money by balancing income and expenses.Īllows to categorize or group the transactions with common attributesĪll in one dashboard that presents the financial performance. Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending taskįacility to add manage purchase bills and get reminded if bills are due All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others.show more It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. The tool also enables users to set up budgets and goals to meet personal finance goals.show more Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. Users can also set up reminders for payments and card bills. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. The tool offers users customizations in terms of colors and logos for each category. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. ![]() It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. Moneydance also works well to record information related to investments in stocks, bonds, CDs, mutual funds and more.show more Users can create a schedule for future or periodical payments and the software will send automated reminders from time to time. Moneydance gets a notebook like user interface, but here the calculations get done automatically. These visual reports can also be saved into PNG files and can be printed on paper. The software includes various graphing tools that can generate visual reports of income and expenses. Users can access information related to account balances, upcoming and overdue transactions and exchange rates as per convenience. It also categorises the transactions and removes the ones that are not important. The software automatically downloads transactions and makes online bill payments in a hassle-free manner. People can use Moneydance to manage their preferred currencies with ease. Moneydance is a personal finance management software that helps individuals with money management, bill payment and investment tracking facilities. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.show more The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. The highly immersive reports can be transformed into PDF or taken as printouts as well. ![]() Multiple customized reports offered by Banktivity, ensures greater financial mapping. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Thus making it easier for users to set goals and achieve them in real-time. Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. ![]()
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