Alternatives to Lumio

Compare Lumio alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Lumio in 2024. Compare features, ratings, user reviews, pricing, and more from Lumio competitors and alternatives in order to make an informed decision for your business.

  • 1
    Rocket Money

    Rocket Money

    Rocket Money

    Managing money is hard, but you don’t have to do it alone. Rocket Money empowers you to save more, spend less, see everything, and take back control of your financial life. Never pay for an unwanted subscription again. Rocket Money instantly finds and tracks your subscriptions. Your concierge is there when you need them to cancel services so you don’t have to. Get an effortless breakdown of your finances to see where your money is going and how to improve. We’ll notify you of important events that need your attention so you’re never caught off guard. Turn on autopilot to save money without thinking about it. Rocket Money learns your habits and saves the right amount at the right time while helping you avoid overdraft fees. Access your complete credit report and history. Get alerted to important changes that impact your score. Our concierge will identify bills that can be lowered and negotiate on your behalf for the best rates available.
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    Emma

    Emma

    Emma

    Leverage the power of Open Banking to track all your accounts in one place and budget in the 21st century. Emma analyses your transactions to give you the full list of recurring payments across your accounts. Emma automatically tracks and categorises your expenses across accounts. Get advanced insights into your spending behaviour. Investing is one of the best ways to grow your savings over the long term. Explore accessible investing with beautifully built investment tools. Move money across multiple banks, split a purchase or topup your investment account in seconds. Your friends forgot to pay their share of rent? Remind them in one tap.
    Starting Price: Free
  • 3
    Mint

    Mint

    Intuit

    Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. Experience a fresh way to manage money. Reach your goals with personalized insights, custom budgets, spend tracking, and subscription monitoring—all for free. See where all your money goes by easily adding your cash, credit cards, investments, and bills. Personalized Mintsights™ make your money go further. We’ll automatically find savings you missed. Improve your spending habits with custom goals that keep you going. Save for a home, crush debt, and prepare for the future. Don’t pay more than you need to. We’ll track bills to help make sure you never miss a due date. Plus, get overdraft protection alerts. Say goodbye to spreadsheets with customizable budgets. Easily add and update your categories. Get 24/7 access to your score for free. Plus, we’ll let you know of any important changes on your report.
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    CalendarBudget

    CalendarBudget

    CalendarBudget

    Financial planners recommend organizing and planning your money on a monthly calendar budget. CalendarBudget is a personal finance app designed to be easy to use and to allow you to both TRACK and PLAN your money management in the past and future. It’s easy to use, user-friendly money planner with no complicated system that takes weeks to get used to - just walk up and use our budget saver app. - Never miss a bill again with calendared reminders - Know when your income, expenses, and regular spending happen - See your account balance on any day in the future - Plan ahead for upcoming major expenses - Plan to save for your future! - Mobile and browser versions stay perfectly in sync Budgeting Software: The world needs this budget planner money manager expenses calendar app- you need it too Consumer debt is at an all-time high. Managing personal finances is challenging because easy credit, impulse buying, and poor financial planning are all too common.
    Starting Price: $7.99 per month
  • 5
    Quicken

    Quicken

    Quicken

    Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.
    Starting Price: $29.99 per year
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    MoneyLine

    MoneyLine

    NCH Software

    MoneyLine is a personal finance software that allows you to track your money, bank accounts and spending in one easy location. Control your finances by tracking your spending, bank account balances and categorizing purchase and income transactions. Digitally balance your checkbook on all personal accounts including savings and checking accounts. Track additional accounts including credit cards.
    Starting Price: $59.95/one-time
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    Copilot

    Copilot

    Copilot Money

    Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.
    Starting Price: $8.99 per month
  • 8
    Money Lover

    Money Lover

    Money Lover

    Get the award-winning personal finance & money management app to manage money now! Track your expenditures, monitor your transactions, create your monthly budget, push yourself in saving money, and much more. You can also link your Money Lover wallet your bank account to automatically track your transaction history. Money Lover is a must-have app for personal financial management. Managing finances becomes super easy and fast! Personal financial management can be difficult for many people. You need to track your expenses and also, you need a budget. Don’t forget to track whether you are saving money every month. Money Lover is a personal bookkeeping and money management app that will help you in every step of the way. Let us help you manage your personal finance efficiently and effectively!
    Starting Price: Free
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    Spendee

    Spendee

    Spendee

    Track all your money effortlessly in one place. No need to use different internet banking apps to analyze your money flow separately. Spendee automatically synchronizes and adds all your transactions so you get a complete overview in one place. Don’t waste a lot of time on money management, but fully enjoy your life instead. Thanks to our kick-ass auto-categorization engine we categorize all your new transactions for you. Staying within your budget has never been easier. Set up different budgets for different categories or different wallets. An unlimited amount of budgets helps you to optimize your saving habits and boost your savings in the right place. Shared wallets are a perfect solution for everyone who wants to track their money with more users. You will have a superb overview of who paid for what and how much you all spent in total.
    Starting Price: $1.99 per month
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    YNAB

    YNAB

    You Need A Budget

    Enjoy guilt-free spending and effortless saving with a friendly, flexible method for managing your finances. Stop wondering where all your hard-earned dollars go. The YNAB Method for money management will help you grow your savings, and you’ll love how you spend your money. Gain clarity and confidence with four-simple-but-life-changing rules. The magic isn’t in the math—it’s in the method. What do you want your money to do before you get paid again? Give each dollar a job to see your plan clearly. Non-monthly expenses like car repairs and holiday shopping are a fact of life. Break these budget busters down into smaller monthly chunks. Budgets that don’t bend will break. Be flexible. When life changes, change your budget with it! No guilt necessary—it’s your money. Wouldn’t it be great if you could use last month’s pay for this month’s bills? You’d always be ahead. Trust us, it’ll feel real nice.
    Starting Price: $14.99 per month
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    Buddy

    Buddy

    Buddy

    Stop overspending and get to know exactly how much you have left to spend by planning ahead using budgets. Quickly add your transactions to see how much you're spending and where your money going. Invite your partner, roommate, or anyone else to your budget and sync transactions between each other. Make the app yours by creating your own categories and choose the color themes of the app. Set up your spending & savings accounts as well as any debt and see your total net worth.
    Starting Price: Free
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    Snoop

    Snoop

    Snoop

    Snoop can save you some serious money on your household bills. Choose the bill you'd like to cut – or read on for more ways Snoop can help. Snoop’s always tracking who’s taking your money to check you’re not overpaying on your bills. When you’re signed up to Snoop, you’ll get access to special offers and exclusive deals to help cut your costs. Even if you aren’t signed up, you can still use the switching services on our website to get a better deal. Snoop will highlight anything that needs your attention, from daily account balances to bill increases. Sit back and let Snoop do the work.
    Starting Price: Free
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    Goodbudget

    Goodbudget

    Goodbudget

    Goodbudget is a personal finance app perfect for budget planning, debt tracking, and money management. Share a budget with sync across multiple phones (and the web!). Goodbudget is perfect for sharing a budget with a spouse, family member, or friend. Sync across multiple devices including iPhones, other smartphones, and the web. Goodbudget helps you make sense of your budgeting and spending with in-app reports. Goodbudget is based on the envelope budgeting method. But with no physical envelopes only virtual envelopes! Your data is automatically and securely backed up to Goodbudget's website.
    Starting Price: $8 per month
  • 14
    Lunch Money

    Lunch Money

    Lunch Money

    Lunch Money is a personal finance tool with multicurrency support for the modern-day spender. Meet your biggest cheerleader in budgeting today! Delightfully simple personal finance & budgeting. Made for you, the modern-day spender. Split, group, tag, and categorize transactions the way you want. Track every dollar, euro, and yen and see it all add up in your home currency. Track your net worth over time for an overall view of your progress towards your goals. Build up a system of rules to put organizing your transactions on autopilot. Set an attainable budget every month with the help of useful historical data. Track your monthly, yearly, and weekly recurring expenses easily. Run queries against your transactions to get spending insights. Invite unlimited collaborators to your budget. Need assistance? We're just a message away and we're always happy to help. Stay secure with two-factor authentication and data encryption at rest.
    Starting Price: $10 per month
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    PocketGuard

    PocketGuard

    PocketGuard

    The main idea behind PocketGuard is to help customers spend less than they earn. That’s why we have made the IN MY POCKET feature. We crunch the numbers to show how much spendable money you have after setting aside enough for bills, goals and necessities. Organize your bills and other spending into sections. Customize your budget the way you want by creating as many sections as you need. Analyze what merchant you spend the most and cut off that expense out of your budget. You can't even imagine how much you spend on morning coffee every day! Link your banks, credit cards, loans & investment in one place, to keep track of your account balances, net worth and more. We won't ask you to enter bank credentials just to use the app. Feel free to discover PocketGuard by tracking transactions manually. You can connect bank accounts anytime later.
    Starting Price: Free
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    Honeydue

    Honeydue

    Honeydue

    Honeydue is the best personal finance app for couples. Track your bills, bank balances and spending together, and engage in meaningful dialogue about your goals and habits. Introducing Joint Banking, a modern bank account designed for modern couples. Each of you and your partner gets your own account number and debit card on top of a shared balance. Track your budget in real time and get on the same page. Reserve your cards today. Send a thumbs up to encourage your partner's spending habits, or choose from 18 other emojis. Bank level security for your peace of mind: Your data is encrypted in storage and in transit. Automatic categorization of all your spending, or setup custom categories.
    Starting Price: Free
  • 17
    Cleo

    Cleo

    Cleo

    Using simplicity and humour, she’s helped 5 million people improve their relationship with money and financial health. She’s a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances. Through chat, she provides you with deep insight about your money, while suggesting personalised financial products that increase your ability to save. That said, it’s really our tone of voice that makes us special. We’re a product for the next generation. We’re meeting our users where they are and building the type of relationship they expect. That also means dropping the BS. In the past year or so we’ve grown the Cleo team from 100 to over 140, closed a $80m Series C led by Sofina (that’s a $500M valuation) and most importantly, helped over 4 million people on their journey towards financial health.
    Starting Price: Free
  • 18
    Refresh.me

    Refresh.me

    Refresh.me

    Track your account balances, transactions, investments, and credit. Manage your privacy and protect your identity for complete peace of mind. Refresh.me integrates with over 12,000 banks and institutions, making it easy for you to see a clear view of your entire financial landscape. See a breakdown of all your transactions in once place. We'll notify you if you're spending more than usual, so you can stay on track with your financial goals. Connect your investment accounts to know how your portfolio is performing, all consolidated into one view for the full picture. Track your historical performance and allocation. By bringing your account balances, transactions, investments, and credit together in one place, Refresh.me gives you insights you simply won't get anywhere else. Managing your financial health means staying on top of your credit score, protecting your identity, and managing your online privacy.
    Starting Price: $12 per month
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    PocketSmith

    PocketSmith

    PocketSmith

    We're a diverse bunch of people here at PocketSmith, and we all have different money attitudes and goals too. This is why we made our personal finance app really customisable. Unlike other personal money management apps, we don't force you into a system, because we don't think like that either. We're here to help you focus on what you care about, with personal accounting software that’s tailored specifically to you. All you need to do is pick and mix the features that you want in order to design a solution that works best for you. When things change, PocketSmith will change with you. We use our deep understanding of our customer needs to deliver a rich and comprehensive experience that stands the test of time. We're highly responsive and care about getting you in control of your money, so if you need a little help or just want to learn more, please get in touch. Some free budgeting apps advertise to you, making you their product.
    Starting Price: Free
  • 20
    Nude

    Nude

    Nude

    Search any postcode in Britain and choose the type of property you want. Then, we use real-life house prices to show you how much you could need for your deposit. Tell us how much you can set aside each month (and how much you’ve already put away) and we’ll show you how long it could take to buy your first home. Then it’s our job to help you get this time down. Save or invest your deposit with a Nude Lifetime ISA – our account with a free 25% government bonus that could help you buy a home months, or even years sooner. Connect your bank to keep track of your spending and get fresh ideas that could help you buy your first home faster. See how long it could take by telling the app how much you can set aside each month and how much you’ve already put away.
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    MoneyPatrol

    MoneyPatrol

    MoneyPatrol

    MoneyPatrol is a free tool designed to help you monitor your personal finances. Our users have reported an average of $5K+ positive impact on their personal finances. MoneyPatrol is a comprehensive money management, budgeting, and personal accounting application designed to easily track income, expenses, cash flow, bills, budgets, balances, debts, net worth, and credit score. MoneyPatrol offers a gamut of features and functions for effective and successful money management. The application is designed specifically to help you focus on understanding your finances better so that you can monitor spending, improve savings, lower debts, improve credit scores, grow investments, and increase net worth. View all transactions in detail and accurately track income, expenses, bills, and transfers. Easily spot unauthorized and fraudulent transactions. Get alerts about money coming in and going out of your accounts. Receive detailed insights about your spending and expense patterns.
    Starting Price: $1.67 per month
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    NerdWallet

    NerdWallet

    NerdWallet

    Instantly see your totals for all your different account types and dig in to check the balances of any account you want. Track your short-term and long-term changes by account type to see your progress in cash, investments, property value and more. Get a complete view of your income, bills and transactions in one place. NerdWallet helps you know how much you have — and exactly how you’re spending it. Discover the insights you need to make the most of your money. Start with the big picture and see all your financial accounts on one screen. Or zoom in on the details of your cash flow, expenses, credit score and net worth. Plus, get Nerd-approved tips to build it all. Learn ways to keep building – whether it’s increasing your credit utilization or paying your bills earlier, and more. Discover ways to optimize your spending and see when something’s off.
    Starting Price: Free
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    Bluecoins

    Bluecoins

    Bluecoins

    Bluecoins is an incredibly simple finance app that is an excellent expense tracker, budget and money manager tool. It is the complete reporting and analysis app to manage money, expenses, income and budget. Use it for personal finance, as family budget planner, or for small business! Generate reports of monthly expenses, manage family budget with your spouse, or export finance records into spreadsheets/pdf! It is easy and be amaze at how you can be a finance and budget expert in no time. Take control of your money right now! Easy to understand reports and charts that you easily generate within the app. All finance reports of your money, budget, expenses, income and more can be readily exported in pdf, excel, html. Send reports directly to a printer for printing! The reporting feature of this money app is the best of its class!
    Starting Price: Free
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    Simplifi

    Simplifi

    Simplifi

    Create and track your progress toward short and long-term goals. Include those goals in your spending plan to ensure you set aside enough each month. Know where your money is going, from essential expenses to occasional splurges. Uncover hidden subscriptions to make sure you’re not paying for things you don’t need. Get a personalized budget that’s automatically generated based on your income, expenses, and savings. It’s highly customizable and tracks your progress as you spend. Use insights to maximize your savings, optimize your spending, and reach your goals faster. Key notifications, built-in reports, and cash-flow projections make it easy to plan ahead. Simplifi creates an adjustable spending plan just for you. Add your own watchlists and savings goals to customize it even more. Check in with the app throughout the month to make smart choices and stay on top of your money the simple way!
    Starting Price: $2.99 per month
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    Buddi

    Buddi

    Buddi

    Buddi is a personal finance and budgeting program, aimed at those who have little or no financial background. In making this software, I have attempted to make things as simple as possible, while still retaining enough functions to satisfy most home users. Buddi is released as Open Source Software. You can download it for free, with no disabled features and no time limit. If you find that you like it, and that it has helped you to organize your finances, I would greatly appreciate a small donation via the link at the bottom of the page. I have spent thousands of hours of my own time perfecting Buddi - while I am not doing this for the money, I do need to support myself and my family, and every little bit helps. Buddi is currently available in multiple languages. If you are interested in translating to another language, feel free to do so! I would greatly appreciate it if you also sent me the translated file once you are finished.
    Starting Price: Free
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    Buxfer

    Buxfer

    Buxfer

    Manage not only your own expenses, but a group's (like your slacker roommates) when you sync Buxfer with your bank or import statements or financial data files. You'll be able to generate reports on who owes what; there's even an IOU view. Pay for the Plus or Pro accounts to get access to unlimited accounts, make unlimited budgets, and create all the bill reminders your checking account can stomach. Our infrastructure is compliant with industry standards such as PCI and SOC3. High-grade 256-bit encryption is used to store sensitive information, and secure communication with your computer to prevent a third party from eavesdropping. Independent, reputed security firms conduct rigorous daily scans, comprising dynamic port scanning, network vulnerability testing, and web application vulnerability testing.
    Starting Price: $3.99 per month
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    Money Pro

    Money Pro

    Money Pro

    Money Pro® is the one place for bills, budgets and accounts to manage your money properly. If you have a spending side to you this expense tracker is just what you need. Money Pro works great for home finance management, control of travel budget and even for tracking business expenses. The app exists from 2010 on iOS/Mac (over 2.5 mln downloads worldwide) and now is available on Windows. Money Pro is a simple tool to track and manage your finances with ease and deep understanding. It will help you cut spending, achieve financial goals and become financially free. Money Pro® is the one place for bill planning, budgeting and keeping track of your accounts. Easy sync and iPhone/iPad versions combined in one app. Money Pro works great for home budgeting and even business use.
    Starting Price: Free
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    Monarch

    Monarch

    Monarch Money

    Budgeting for the holidays is simple with Monarch. Track spending, bills & expenses with trusted money management tools. Monarch is a modern and refreshing way to manage money and track expenses. Our finance tracker is an all-in-one tool to help you achieve the highest level of financial control and clarity with ease. Manage money and track expenses with a custom dashboard, modified to focus on what matters most to you. Track expenses, savings and investments easily with one simplified view. Manage subscriptions or track bills with a calendar of recurring expenses. Money management is now more possible than ever with a calendar view of upcoming charges. Saving money doesn’t need to be complicated. Track personal finance goals and see how your monthly income, spending, and savings behaviors compound over time to impact your financial future.
    Starting Price: $8.33 per month
  • 29
    AceMoney

    AceMoney

    MechCAD

    You can immediately start saving time and money with AceMoney. No steep learning curve, no spending hours jumping through the hoops trying to do simple operations. You do not have to be an accountant to use it. It is so easy you will actually enjoy it! It even tracks your crypto currency. Quicken folks, AceMoney can easily convert your data too! You will appreciate speed and efficiency of AceMoney. AM is an award-winning, Quicken alternative personal finance software. Microsoft Money Users, AM now supports a simplified migration procedure. A typical set of accounts can be converted in less than 10 minutes. AM will import all your transactions, accounts, categories, payees and more. It is a perfect Microsoft Money alternative.
    Starting Price: $44.95 one-time payment
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    Banktivity

    Banktivity

    Banktivity

    Banktivity gives you the power to finally take complete control of your finances. Immediate, long-term and everything in between! With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. You’ll always know what’s coming in and what’s going out. Banktivity removes all the guesswork and keeps you on track to achieving your goals. Banktivity incorporates time-tested budgeting principles and methods to help you reach your financial goals. Take on life’s major financial milestones – plan for retirement, save for education, pay down credit card debt and more.
    Starting Price: $5 per month
  • 31
    Digit

    Digit

    Digit

    Try the all-in-one money app that budgets, saves, and invests² for you. Digit helps you reach financial freedom by doing smart things with your money every day. The first thing you see when you open the app is how much is cool to spend. Digit knows about your expenses and goals, and smartly splits up your deposits for bills, savings, and long-term investments. Digit calculates the right amounts to slowly move into your Bills account. This is for monthly bills like rent, utilities, or subscriptions. We keep it separate so you don’t spend cash you’ll need later in the month. Investing with Digit is about as easy as it gets. We help you contribute to a portfolio for long-term wealth and retirement at your own pace.
    Starting Price: Free
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    Juta

    Juta

    Juta

    Juta is a powerful and easy-to-use finance tracker app that helps you stay on top of your money, no matter where you are or what currency you're using. With Juta, you can quickly see where your money is going, track your expenses, and create a budget that works for you. Our app offers custom categories, secondary currency support, loan tracking, and a powerful analysis tool that helps you gain insights into your spending habits. Juta also offers a currency converter, export to PDF feature, auto-sync, and multiple themes to choose from. Whether you're using your phone, tablet, or computer, Juta is compatible with multiple devices, so you can access your financial data anytime, anywhere. Stay in control of your finances and download Juta today!
    Starting Price: $3/month/user
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    Era

    Era

    Era

    Era is your AI-powered financial assistant. Keep up with current events that impact you or your finances. Era has real-time global knowledge and writes articles just for you and your financial situation. Feel more in control of your future with personalized investment assistance and rebalancing. Connect all of your accounts, track budgets, and set smart AI goals for the future with easy, chat-based prompts. Create automated tasks for anything, from notifying you about market news to moving money where you need it most. No need to migrate, Era works with your existing bank accounts and handles the transfers for you. Pay off student loan debt or save for your next vacation all by asking Era. Era brings all of your money management tools under one roof, and then some. Try Era out for free before connecting all your accounts. All of your personal financial information is safe and private, used only for personalized answers, and will never be sold or used for advertising purposes.
    Starting Price: $6.87 per month
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    Finmatex

    Finmatex

    Softarex Technologies

    Pay off debts, stop living paycheck to paycheck, and reach your financial freedom with your personal financial assistant. Forget about spreadsheets! With Finmatex, you can manage your cash, bank, and investment accounts all in one place. They’re always at your fingertips! You’ll be able to track every dollar by automatically getting categorized transactions from your linked accounts or creating your own transactions for cash spending. Need more info? No problem! You can split transactions, rename or change their categories, write notes, and even add photos. Creating and following a budget is the first step to financial freedom. You don't need to do a deep analysis of your finances by yourself, though! Finmatex can analyze your income and expenses over the past 12 months and create an effective budget for you.
    Starting Price: $7.99 per month
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    CountAbout

    CountAbout

    CountAbout

    Track what you care about most with CountAbout’s straightforward budget builder and custom categories. Seamlessly import data from Quicken and Mint, set up unlimited accounts, and create custom categories in a clutter-free interface with no advertisements. We will never share your data. Our platform is stable, secure, and totally private. With no software to install, we’re anywhere you have an Internet connection. With CountAbout’s powerful budgeting tools you can see how making a small change today (like giving up a latte) can help you pay off debt faster or reach your savings goals sooner. CountAbout automatically downloads transactions from all of your banks, credit cards, and investment accounts for you to review, making it easy for you to find subscriptions you no longer use or other unintentional spending.
    Starting Price: $9.99 per year
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    Acorns

    Acorns

    Acorns

    Take control with all-in-one investment, retirement, checking and more. Invest spare change automatically, set aside money from each paycheck, earn more, and get money tips on the go. Access smart portfolios designed by experts, that adjust automatically as you and your money grow. Backed by leading investors and innovators, from Blackrock to CNBC, and chosen by more than 8 million people. We use bank-level security, 256-bit encryption, and allow two-factor authentication for added security. Get the only heavy metal debit card that saves and invests for you, with Real-Time Round-Ups, Smart Deposit, no hidden fees, and over 55,000 fee-free ATMs. From 350+ brands that invest in you, to millions of jobs searchable right from your Acorns app, and more. Earn more, so you can save and invest more. Original money tips and tricks developed for you by Acorns and CNBC. The more you know, the more you can grow.
    Starting Price: $1 per month
  • 37
    Flow

    Flow

    Flow

    Forget Excel, draw, monitor and keep track of your cash flow. It is as easy as money in, money out and what left is your savings. Simulate the future state of your assets and liabilities, see how your net worth evolves over time as a function of the real estate and financial markets and inflation environment. Evaluate various investment scenarios. Simulate the outcome of your plan in various Future states of the world. From recessions to rampant inflation to job and income loss.
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    Money Dashboard

    Money Dashboard

    Money Dashboard

    Get the app that lets you see all your accounts in one place, know how much money you have left until payday and grow your savings. Connect all your accounts to have one view of all your accounts and see your net total. Even if they are paid across several bank accounts, you can see all your bills and subscriptions in one place. Compare your spending with previous months and make adjustments to spend less and save money. Once you've chosen the categories you want to save in, set up some budgets so you know how much you have left to spend.
    Starting Price: Free
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    KMyMoney
    KMyMoney is a cross-platform personal finance manager build on KDE frameworks technologies for your desktop and notebook environment. It enables users to keep careful track of their personal finances by providing a broad array of financial features and tools. KMyMoney strives to be the easiest open source personal finance manager to use, especially for the non-technical user. KMyMoney already provides the most important features found in commercially-available personal finance managers and we are constantly planning, testing and releasing new features to fit every task you'll ever encounter. Using time-tested, double-entry accounting principles, KMyMoney can help ensure that your finances are recorded as they should.
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    Monzo

    Monzo

    Monzo

    Get notified the moment you pay. If you want, we’ll warn you if funds are running low or if you’re spending too fast. A real time balance and daily spend summary keep you on top of your money. Set budgets for things like groceries and going out. Monzo automatically categorizes your spending so it’s easy to track. Round up payments to the nearest dollar to save a little – often. With roundups turned on, spare pennies, nickels, dimes, and quarters are put in a Pot instantly, making saving easy. Instantly freeze your card anytime you’re worried. Defrost it just as quickly if everything’s okay. Control committed spending. Track scheduled payments like utility bills, gym membership, and subscriptions. Send and request money. Split the bill too.
    Starting Price: Free
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    Moneyspire

    Moneyspire

    Moneyspire

    See all your balances and transactions in one place with as much detail as you need—And see your upcoming expenses to make sure you're prepared. Get an overview of your finances and see how you're doing and what's coming up. See where your money is going with customizable interactive reports. Never forget to pay a bill again with the robust bill reminder calendar. Set a budget and keep it up with real time budget tracking, and achieve your goals. Manage your money on the go with the convenient mobile app. Moneyspire supports all regions and world currencies, and makes it easy for you to manage your money no matter where you are. Moneyspire is completely customizable, so you can set up your finance management exactly the way you want. Moneyspire lets you easily move from your existing personal finance software with its extensive importing options.
    Starting Price: $59.99 one-time payment
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    Genkin

    Genkin

    Genkin

    Genkin helps you track your cash flows using a chat-based system, and in-depth analysis of your spending. Understand your spending habits with clear, interactive charts. Use AI to enter your transactions effortlessly. Genkin leverages advanced Gemini 1.5 Flash technology to provide rapid responses to your queries, giving you instant financial insights. Chat with Genkin naturally, just like you would with a friend. Easily add your daily transactions by simply telling Genkin. Understand your spending habits with clear, interactive charts. Full control over filter and sorting.
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    Money

    Money

    Money

    Managing accounts and transactions made easy. Oversee any number of accounts, keep track of all the transactions, easily manage finances with multiple currencies - Money brings all the expert features in a beautiful and easy to use package! Oversee and control your accounts, plan budgets, easily generate informative reports, and schedule transactions. All this is presented in a sleek and intuitive interface, while iCloud keeps everything in sync across your devices. Money is a family-finance powerhouse! With iCloud, you can keep your accounts in-sync not only across your own devices, but choose to share accounts with a partner for collaborative viewing and editing! It’s automagic! Be aware of your expenses and savings, set budgets and achieve your financial goals with clear and beautiful visualization of your income, expenses, and how you are doing in terms of your financial goals.
    Starting Price: Free
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    Wally

    Wally

    Wally

    Wally centralizes all your accounts so you can learn, manage, and improve your finances. Syncing your accounts to Wally is encrypted end-to-end, PCI compliant, ISO 27001 certified and GDPR compliant. Flexible budget periods help you control your monthly spending or save for specific goals. Set budgets to control your day-to-day spending across categories like groceries, entertainment, home, and more. Sync your savings, checking, credit card, and loan accounts and get instant insights on your spending habits and cashflow patterns. Highlights of your recent spending, budget, and upcoming transactions give you a clear picture of your finances anywhere, anytime. Get an overview of all your past and upcoming transactions, auto-categorized chronologically in your calendar. Schedule bill and other payment reminders and create lists to plan your shopping.
    Starting Price: Free
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    Income Reign

    Income Reign

    Income Reign

    Income Reign helps you to manage your finances so that you can control your spending and stay on top of your bills while living off of income investments. This includes functionality for tracking your expenses and your income. It also features functionality for finding high-quality companies to invest in to support your income.
    Starting Price: $12.99/month or $120/year
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    Maybe

    Maybe

    Maybe

    All the interactive tools and calculators you need to visualize and navigate your financial journey. See how much your 401k balance and payout amount in retirement will work for you. See how long your savings will last by accounting for your monthly expenses and savings growth rate. Calculate the return on your investments and evaluate the gain or loss. See how to easily plan your loans and understand your repayment schedule. Understand how inflation is impacting an asset’s future price and your future buying power. See how your investments grow over time by earning interest on interest and letting your money work for you. Jargon-free, in-depth articles on everything you need to know about personal finance and wealth management. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee. Join the waitlist to get notified when a hosted version of the app is available.
    Starting Price: Free
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    Toshl

    Toshl

    Toshl

    Connect your financial accounts, or enter expenses using our quick and slick Toshl apps. Toshl helps you with the financial means. So you can focus on the goals. Add rich data to entries: multiple tags, financial account, location, description, repeats, bill reminders with notifications, photos. Photos are great for keeping receipts, warranty info and expense reporting. A bank account here, credit card there, payment services everywhere. Do you really want to cycle through all their apps just to see how much money you have on the account balances? Bring them all together in Toshl. Let's say you went grocery shopping, if you bought at one store, that single expense amount might contain spending for several categories. For example, you bought groceries, but also some cosmetic products, a few home improvement items. In Toshl you can easily split that single amount and enter exactly how much you spent on what.
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    Neontra
    Neontra is a made-in-Canada online solution for managing your money. It is similar to YNAB and Mint, but our goal is to become a trusted, next-generation Personal Finance Assistant (PFA) that can guide you toward a brighter, more secure financial future. How we are different: Neontra is forward looking — we predict your behaviour based on historical data, resulting in better goal-based planning and accurate forecasts of your financial future Gain Personalized Insights into your financial life, including our Health Check: a report card on your finances Expense Explorer — a deep-dive into your spending that helps you identify new ways to save Use Neontra How You Want — connect your accounts for automatic updates, or if you prefer a more anonymous experience, import your data from files or by hand. Security and Privacy — we are SOC2 certified, the AICPA’s most stringent criteria for security, confidentiality and privacy. Your data is safe with us.
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    Moneydance

    Moneydance

    Moneydance

    Moneydance is easy to use personal finance software that is loaded with all the features you need: online banking and bill payment, account management, budgeting and investment tracking. Moneydance handles multiple currencies and virtually any financial task with ease. Moneydance can automatically download transactions and send payments online from hundreds of financial institutions. It learns how to automatically categorize and clean up downloaded transactions. This is an overview of your finances. The information shown includes account balances, upcoming and overdue transactions and reminders, and exchange rate information. Clicking on an account or choosing an account from the drop-down account list will take you to the register for that account, where you can enter transactions or reconcile the account against a statement. Clicking on a transaction reminder will display a window where you can automatically record the transaction.
    Starting Price: $53 one-time payment
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    Ghostfolio

    Ghostfolio

    Ghostfolio

    Ghostfolio is a privacy-first, open-source dashboard for your personal finances. Break down your asset allocation, know your net worth and make solid data-driven investment decisions. Ghostfolio empowers busy people to keep track of stocks, ETFs, or cryptocurrencies without being tracked. Get the full picture of your personal finances across multiple platforms. Use Ghostfolio anonymously and own your financial data. Benefit from continuous improvements through a strong community. Trading stocks, ETFs, or cryptocurrencies on multiple platforms. Ghostfolio is for you if you are interested in getting insights into your portfolio composition, caring about diversifying your financial resources, or if you're interested in financial independence. Ghostfolio is a lightweight wealth management application for individuals to keep track of stocks, ETFs, or cryptocurrencies and make solid, data-driven investment decisions.
    Starting Price: $15 per year