Comparison of personal financial management software
Personal Financial Management (PFM) applications and websites enable consumers to track and manage their money, often aggregating multiple institutions in a single view. Other services may include offering financial advice, community features, and visualizations. PFM's are GeneRally divided into web-based applications that are accessible anywhere and desktop programs that are downloaded and run on a computer.
List of current PFM websites and applications
Name |
URL |
Remarks |
Platform |
US |
International |
Cost |
|---|---|---|---|---|---|---|
AceMoney |
Windows |
Yes |
Yes |
Free trial that supports only two accounts; $30 premium |
||
Arixcel Accounts |
Add-in to Microsoft Excel |
Windows |
Yes |
Yes |
Free trial; $14.99 for full version |
|
Budgetpulse |
Manual input of data; Public savings goals function |
Website |
Yes |
Yes |
Free |
|
BudgetToolkit.com |
Manual input of data; Electronic banking for Premium members |
Website |
Yes |
Yes |
Free Basic service, Premium service as low as $2.95 USD per month |
|
Buxfer |
Website |
Yes |
Yes |
Free Basic, $2.79/mo Plus, $3.79/mo Pro |
||
Cashflow INSITE |
Client/Advisor collaboration budgeting software |
Website |
Yes |
Yes |
USD $45/month per Advisor & 100 clients |
|
Clear Check Book |
Website |
Free Basic Membership, $4 per month Premium |
||||
ContaMoney.com |
Very useful, easy and graphical |
Website and mobile |
No, very soon |
No, very soon |
Free |
|
DAFFTIN Simple Family Budget |
Windows |
$15 |
||||
eRollover |
Online investment management, wealth of personal finance and investment information |
Website |
Yes |
Yes |
Free |
|
FinanceWorks |
Online financial management, connected to 12,000+ providers |
Website |
Yes |
No |
Free, through your bank or credit union |
|
Geezeo |
Website |
Yes |
No |
Free |
||
GnuCash |
Linux, Mac, Windows |
Free |
||||
iBank |
An iPhone app is also available ($4.99) |
Mac |
Yes |
Yes |
$59.99 (30-day money back guarantee) |
|
Inzolo |
Zero-based budgeting using the Envelope System |
Website |
Yes |
Yes |
Free Basic, $4.95/mo or $34.95/yr Pro |
|
Jwaala |
Website |
PFM platform, not consumer membership |
||||
Kublax |
Website |
No |
Free |
|||
lovemoney.com online banking |
UK-based |
Website |
Yes |
Free |
||
Manubia |
Website |
Yes |
Yes |
Free Membership |
||
Meniga |
Website |
No |
Yes |
Free |
||
Mint.com |
Acquired by Intuit (owners of Quicken Online) |
Website |
Yes |
No |
Free |
|
Moneydance |
Linux, Mac, Windows |
Yes |
Yes |
$40 |
||
Money Dashboard |
Website |
No |
No |
Free |
||
MoneyDesktop |
Website |
$20 per month |
||||
MoneyRight |
Powered by Thrive; owned by LendingTree |
Website |
Yes |
Yes |
Free |
|
Website |
Yes |
Yes |
Free |
|||
MoneyTrackin' |
Website |
Yes |
Yes |
Free |
||
Mvelopes |
Website |
Yes |
$13.20 per month |
|||
Onyem |
Website |
No |
Yes |
Free |
||
PennyTrac |
Website |
Yes |
Yes |
Free |
||
PersonalAccountingSoftware |
Windows |
Yes |
Yes |
Free |
||
Quicken Online |
Website |
Yes |
No |
Free |
||
Rudder |
Website |
Yes |
No |
Free |
||
Simple Home Budget |
Windows |
Free basic software, $29.95 for full version |
||||
Suite of online small business tools |
Website |
Yes |
No |
Free, through your bank or credit union |
||
Thrive |
Intuitive budgeting/ free personalized advice |
Website |
Yes |
Yes |
Free |
|
Wehuhu |
UK focus; Simple; Community-focused; spending projections |
Website |
Yes |
Yes |
Free |
|
Wesabe |
Community-focused; with tips |
Website |
Yes |
Yes |
Free |
|
Winancial |
Automatic-focused; Flex/AIR app |
Website |
Free |
|||
YNAB |
Windows |
$59.95 |
||||
InnoSlice |
Adobe AIR application, Intuitive and Simple |
Windows, Mac OS X, Linux |
Yes |
Trial (beta) |
||
Yodlee MoneyCenter |
Website |
Free |
||||
My Money Manager - Koinflip Pte Ltd |
Website |
USD 14.95/annum |
See also
1 ContaMoney personal free financial WebApp