Best Personal Finance Software

With the innovations of technology nowadays, it isn’t surprising that people are changing most of their habits to go with the trend of technology. Even personal finance tasks are now managed through their computers, laptops, or even mobile phones.

Software review for financial software

Consequently, you can now manage your finances with the best personal finance software available online, or in the market. You can automatically track down your expenses, monitor your investment portfolio, and pay off your debts and obligations through the help of technology.

Here is a list of the best personal finance software available; you can get them for free or for a fee. Most of these softwares are compatible with PC or Mac. This list is based upon on the various aspects of personal finance management.

Ace Money

Out of the large number of available personal finance management software available, AceMoney is definitely one of the best with its vast array of features. AceMoney makes it possible to manage multiple bank accounts, do online banking; safely and securely. Not only that, you can also import your current tax application, and log in with a portfolio manager. The main screen of AceMoney shows your current financial software such as your bank and investment accounts, and other balances you have stated.

Personal Finance Software


Like AceMoney, Moneydance also features your personal accounts on its main page. You can also deal bill payment transactions; however, not all banks are directly compatible with the app-based bill payments. This may be a serious liability, but in the long run, it may become an asset as competitions will surely tighten. Talking about security measures, it’s also superb as their customer support is available for any queries. You will also enjoy the repertoire of calculators you can use to manage your portfolio.

Personal Finance Software review

Bank Tree Personal

Bank Tree can handle your financial files and import it from your bank accounts; but the problem is, Bank Tree cannot access your financial accounts directly. The report formats are well-categorized; however, you cannot pay bills through this software. When it comes to investing, you can manage your portfolio, and input your details; but don’t expect any fancy features like stock quotes, binary options, or charts. It’s like a database of your investments.

Personal Finance Software

Rich or Poor

Rich or Poor is a great application wherein it encompasses different ranges of finance; however, you need to enter all information, manually. Yes; despite its good coverage, the only downside is the lack of setup functions for your accounts. Nevertheless, after completion of your financial information, the interface is fairly easy to navigate. Perhaps making up for the trouble of manual input of information, Rich or Poor displays extensive categories of reports you can analyze in order to manage your financial accounts easily.

Personal Finance Software review

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Rating: 9.0/10 (4 votes cast)
Best Personal Finance Software, 9.0 out of 10 based on 4 ratings

Jason is a co-owner of a binary options blog offering guides and strategies for proper investment through binary options. He believes that every fiscal trader should be aware of money management, as it is the key to success in the field of trading.

3 Responses to “Best Personal Finance Software”

  1. Ravi

    Jan 22. 2013

    Thank you for these softwares. Are there any software listings for another PC os and Mobiles OS. Also are there any web serives for this?

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  2. Accounting Software

    Jan 31. 2013

    This is nice list of personal accounting software they all are easy to use and error free. You can also add Giddh cloud based online accounting software in this list for managing your all personal and business accounting.

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  3. Ben

    Feb 02. 2013

    In 2013, these user interfaces base as “best of” software in their category? There are plenty of better options out there, many with much better user interfaces.

    And let’s be honest, few people enjoy counting their money and keeping track of it, so it’s here that a good UI is extremely important, as it needs to encourage the user to use the software as often as possible.

    Anyone looking, I suggest choose a good web based package, preferably one with a mobile app.

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