Best Personal Finance Mgmt

28 Companies

93 Real Customer Reviews

3.2
Average User Rating

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Compare The Top Personal Finance Mgmt CompaniesSort By:

9.1

Overall Score

23 User Reviews

6 months ago

  • Free Mobile App
  • Started in 2008

Doxo

  • Free Mobile App
  • Started in 2008

9.0

Overall Score

26 User Reviews

a year ago

  • Mobile Access
  • free And Premier Plans

Mvelopes

  • Mobile Access
  • free And Premier Plans
  • Free
  • Mobile apps
  • Free trial
  • New easy-to-use design
  • Accepts global currencies

You Need A Budget (YNAB)

  • Free trial
  • New easy-to-use design
  • Accepts global currencies
  • Investment performance evaluation
  • Monitors cash flow
  • Net worth evaluation

Personal Capital

  • Investment performance evaluation
  • Monitors cash flow
  • Net worth evaluation
  • Free for mobile
  • Started in 2012

Wallet Hub

  • Free for mobile
  • Started in 2012
  • $0-$5 per month
  • Started in 2009

Goodbudget

  • $0-$5 per month
  • Started in 2009
  • Free
  • Budgeting
  • Collects cash from PayPal accounts

BudgetPulse

  • Free
  • Budgeting
  • Collects cash from PayPal accounts
  • Free app
  • Protects against "grey charges"
  • Searches for coupons

BillGuard

  • Free app
  • Protects against "grey charges"
  • Searches for coupons
  • Free
  • Member forums
  • Canada-based

CalendarBudget

  • Free
  • Member forums
  • Canada-based

Doxo

9.1Overall Score
  • Free Mobile App
  • Started in 2008

When Doxo was originally founded, there was one simple goal in mind. Doxo was created to connect with a company to get important documents, pay bills, and organize files should be as easy as connecting to a friend on Facebook, or a colleague on LinkedIn. Whether on a mobile device, a tablet or a desktop, interacting should be simple and efficient. Companies large and small, spanning all types of industries, can join the doxo network to boost customer interaction, drive mobile engagement, get paid faster, and gain more insight into the markets they serve. 

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Mvelopes

9.0Overall Score
  • Mobile Access
  • free And Premier Plans

Mvelopes is based on a budgeting concept that is easy for most people to understand. In the old days, you would cash your paycheck and then distribute the cash into separate envelopes labeled with budget categories like rent, groceries, clothing, emergency savings, or electricity. When bills came due, you would remove money from the appropriate envelope to pay them. If you ran out of money in an envelope you would either have to go without that item (e.g., new clothes) or you’d have to take money out of a different envelope to fund it. When you ran out of money in your envelopes, you wouldn’t be able to spend any more until your next paycheck. The envelopes system excelled at helping people stay within their financial means and avoid racking up debt. 

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  • Free
  • Mobile apps

Mint.com is one of the most popular personal finance sites on the internet. It’s been around since 2007. It’s owned by Intuit, which also makes TurboTax and QuickBooks. Mint is easy to learn and it automates nearly every aspect of making a budget and tracking your spending. Mint also offers Mint Bills, a free bill pay site, and a free credit score report.

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  • Free trial
  • New easy-to-use design
  • Accepts global currencies

You Need A Budget, or YNAB, as it’s commonly known, is powerful financial budgeting software. YNAB has created an advanced spread-sheet type format that allows consumers to setup and view their financials under one user-friendly platform. YNAB utilizes a methodology that gets you started by learning, and implementing the “4 rules” they say will help you stop living paycheck to paycheck. 

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  • Investment performance evaluation
  • Monitors cash flow
  • Net worth evaluation

Personal Capital is a free online personal finance tool focused on monitoring your cash flow, net worth, and investment performance via automatic transaction synchronization with all your accounts. The company has an impressive security pedigree and several valuable free tools. 

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  • Free for mobile
  • Started in 2012

WalletHub is owned by Evolution Finance, Inc. and is based in Washington, DC. WalletHub is the first-ever website to offer free credit scores and full credit reports that are updated on a daily basis. But we consider that just an appetizer, as we’ve built the brain of an artificially intelligent financial advisor that will truly leave your wallet full. 

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  • $0-$5 per month
  • Started in 2009

Goodbudget was founded in 2009. What originally started out as an experiment by a web and mobile development firm, Dayspring Technologies, ultimately turned into a success. When it was founded, Goodbudget aimed to create virtual envelopes. While Goodbudget continues to serve this purpose, over time they added additional services. These included: checkbook reconciliation, accounts, and recurring transactions. Today. the Goodbudget service and values continues to help their consumers. 

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  • Free
  • Budgeting
  • Collects cash from PayPal accounts

BudgetPulse is a free online budgeting and financial goal-setting tool that’s simple to set up and easy to use. Its goal is to be as simple as possible, allowing anyone to take control of their finances, regardless of experience. 

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  • Free app
  • Protects against "grey charges"
  • Searches for coupons

BillGuard protects you from transactions called “grey charges”, which are sneaky little (or big) amounts that companies charge you when you’re not likely to notice. It also alerts you when there appears to be a charge that was initiated somewhere far from you. You can use the BillGuard app or the webpage and it also gives you a few additional, convenient features. 

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  • Free
  • Member forums
  • Canada-based

Are you missing payments on your bills, overlooking account balances that render a negative number on your financial statements? Or, are you considering hiring a financial planner to help you get financially on track and stay there? CalendarBudget’s web-based software may be just what you’re looking for. It’s a simple and completely free way to help you organize and take control of your hard earned money online by making it easily viewable on a personalized money calendar. 

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