Best Personal Finance Mgmt

28 Companies

85 Real Customer Reviews

3.2
Average User Rating

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Compare The Top Personal Finance Mgmt CompaniesSort By:

9.0

Overall Score

23 User Reviews

3 months ago

  • Free Mobile App
  • Started in 2008

Doxo

  • Free Mobile App
  • Started in 2008

7.0

Overall Score

26 User Reviews

9 months ago

  • Mobile Access
  • free And Premier Plans

Mvelopes

  • Mobile Access
  • free And Premier Plans
  • Free
  • Mobile apps
  • $39.99 Fee
  • 10/10 on Mobile Apps
  • 10/10 Added Features

Quicken

  • $39.99 Fee
  • 10/10 on Mobile Apps
  • 10/10 Added Features
  • Investment performance evaluation
  • Monitors cash flow
  • Net worth evaluation

Personal Capital

  • Investment performance evaluation
  • Monitors cash flow
  • Net worth evaluation
  • 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
  • Since 2006
  • Free basic plan
  • Tutorials

ClearCheckbook

  • Since 2006
  • Free basic plan
  • Tutorials
  • Free for mobile
  • Started in 2012

Wallet Hub

  • Free for mobile
  • Started in 2012
  • Personal financial planner
  • Start-up fee
  • Easy-to-use

LearnVest.com

  • Personal financial planner
  • Start-up fee
  • Easy-to-use
  • Free
  • Budgeting
  • Collects cash from PayPal accounts

BudgetPulse

  • Free
  • Budgeting
  • Collects cash from PayPal accounts

Doxo

9.0Overall 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

7.0Overall 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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  • $39.99 Fee
  • 10/10 on Mobile Apps
  • 10/10 Added Features

Quicken software provides a user-friendly program for many levels of personal or business finances. Backed with the good reputation of its parent company, Intuit, Quicken brings great information security and a money-back guarantee good for sixty days from the purchase date.  

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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 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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  • Since 2006
  • Free basic plan
  • Tutorials

ClearCheckbook is a free online budgeting and financial goal-setting tool that provides plenty of tutorials for using it. ClearCheckbook offers the flexibility of being as simple as you’d like to make it – or taking your finances to the next level with paid Premium features. 

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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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  • Personal financial planner
  • Start-up fee
  • Easy-to-use

LearnVest is an online personal finance utility that allows users to track spending and budgets. It also gives you access to a financial planner that can view your account and who is a real human being. Users link their financial accounts, including bank accounts, credit cards, investment accounts and loans to the site. LearnVest then uses data from the accounts to give you a comprehensive picture of your financial health. Especially when you use the budgeting page diligently, you’ll be able to manage your money effectively with this tool. 

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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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