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Find 25 Best Personal Finance Software with Investment Monitoring in June 2026

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Showing 121-140 out of 25

9.8

Spot Score

Quicken - Personal Finance Software

Quicken

Master your money, wherever you go.

Best for: SMB teams · Mid-market · Enterprise

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What is Quicken?

Quicken is the personal finance software that makes it easy to set and manage personal finances. Its a mobile apps give users the ability to access their finances everywhere, anytime – whether they're at home or on-the-go. With tools like enterprising budgeting and bill reminders, Quicken gives ...

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Starts from $2.99/month when yearly

9.8

Spot Score

Mint - Personal Finance Software

Mint

Take control of your finances with Mint.

Best for: SMB teams · Mid-market · Enterprise

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What is Mint?

Mint is a free, open-source personal finance software that helps users to stay on top of money. An easy way to track expenses, Mint does all the complicated math. Unlike other personal finance apps, Mint doesn't just track balance, it shows how much money is being put into accounts. It also ...

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Mint offers custom pricing plan

9.5

Spot Score

Albert - Personal Finance Software

Albert

Maximize your finances with ease.

Best for: SMB teams · Mid-market

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What is Albert?

Albert is compact but brilliant. It helps personal finance experts manage their finances, reduce fees and monitor performance with ease, put money to work by accurately calculating the ROI of any investment option, and facilitate expenses by planning budget, categorizing expenses, creating ...

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Albert offers custom pricing plan

9.4

Spot Score

You Need A Budget - Personal Finance Software

You Need A Budget

Manage your money, meet your goals.

Best for: SMB teams · Mid-market · Enterprise

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What is You Need A Budget?

You Need A Budget is the software that manages personal finance. It shows how much individuals should be spending every month to stay within the budget goals. With You Need A Budget, user can create budgets for three different categories of expenses: groceries, entertainment, and ...

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9.2

Spot Score

Emma - Personal Finance Software

Emma

Take control of your finances effortlessly.

Best for: SMB teams · Mid-market

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What is Emma?

Efficiently track and manage your finances with ease using Emma - the cutting-edge money management app. With real-time monitoring, Emma helps users save money by preventing overdrafts and identifying unnecessary subscriptions. This all-in-one solution conveniently connects to multiple accounts ...

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Emma offers custom pricing plan

9.0

Spot Score

Monarch Money - Personal Finance Software

Monarch Money

Unified Personal Finance Management for Modern Households

Best for: SMB teams · Mid-market

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What is Monarch Money?

Monarch Money is an advanced personal finance software designed to bring clarity and control to your financial life. It aggregates all financial accounts—banking, loans, credit cards, and investments—into one intuitive dashboard, helping users track spending, net worth, and cash flow ...

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Starts from $8.33/month when yearly

8.9

Spot Score

Buxfer - Personal Finance Software

Buxfer

Take control of your finances with Buxfer.

Best for: SMB teams · Mid-market · Enterprise

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What is Buxfer?

Buxfer is a free and easy to use personal finance software that helps to manage all the money and bills. Its main goal is to help individuals spend less and save more, using the power of numbers to help to guide financial life through the things to buy, the places to go, and the way to live. ...

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8.8

Spot Score

Monzo

Monzo

Simplify your banking, take control of your money.

Best for: SMB teams · Mid-market · Enterprise

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What is Monzo?

Welcome to Monzo, the revolutionary solution that is simplifying banking with its user-friendly approach. Banking made easy has never been more accurate with Monzo, your all-in-one digital financial companion. Ditch the hassle of traditional banks and their burdensome paperwork and hidden ...

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8.7

Spot Score

Moneydance - Personal Finance Software

Moneydance

Take control of your finances effortlessly.

Best for: SMB teams · Mid-market

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What is Moneydance?

Moneydance is a money management software. It is an easy-to-use, free financial planning package designed to help people create savings and retirement programs that fit their lifestyle and budget. Four modules control everything from banking and investments to auto expenses and entertainment, ...

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8.6

Spot Score

MoneyWiz - Personal Finance Software

MoneyWiz

Take control of your finances and reach your goals.

Best for: SMB teams · Mid-market

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What is MoneyWiz?

MoneyWiz Personal Finance Software is for those who want to maximize their financial potential and lead a happy and stress-free financial life. MoneyWiz is an advanced yet easy-to-use personal financial management system that will provide with all the tools needed to monitor the financial ...

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8.4

Spot Score

FinWise

FinWise

Empower your financial journey with ease.

Best for: SMB teams · Mid-market · Enterprise

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What is FinWise?

Embark on a seamless personal finance journey with FinWise, where simplicity meets financial empowerment. At FinWise, they acknowledge the intricacies of managing money, yet they believe it should not be overwhelming. This state-of-the-art platform equips users with the resources needed to ...

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8.4

Spot Score

Koppr - Personal Finance Software

Koppr

Simplify your finances with Koppr.

Best for: SMB teams · Mid-market · Enterprise

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What is Koppr?

Koppr is the personal finance software that makes budgeting simple. It shows exactly how much money user has left, and where the money is spent. User can see credit card balances in one place, so they never have to pay interest twice. Koppr has been coded from scratch, and offers a start close ...

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Koppr offers custom pricing plan

8.4

Spot Score

CountAbout - Personal Finance Software

CountAbout

Manage your money with ease and peace of mind.

Best for: SMB teams · Mid-market

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What is CountAbout?

CountAbout is a web-based personal finance software that uses progress bars to help user track financial goals in addition to providing a wide variety of reports to help to maintain financial well being. With this fully featured, yet easy to use personal finance program, user can organize all ...

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8.4

Spot Score

Banktivity - Personal Finance Software

Banktivity

Take control of your finances with ease and style.

Best for: SMB teams · Mid-market · Enterprise

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What is Banktivity?

Banktivity is a personal finance software with easy to use tools for tracking expenses, income, and payments. Featuring an incredibly user-friendly interface, Banktivity also includes banking calculators for determining the best payment dates. With its unique automatic day-counting feature, ...

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8.2

Spot Score

Lunch Money - Personal Finance Software

Lunch Money

Take control of your finances with ease.

Best for: SMB teams · Mid-market

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What is Lunch Money?

Lunch Money Personal Finance Software is a simple, easy-to-use, low cost software program for managing personal finance. It includes a bank account reconciliation formula to keep checkbook records accurate. The electronic bill payment format makes life much easier when paying monthly bills from ...

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8.1

Spot Score

Moneyhub

Moneyhub

Revolutionize your financial management with ease and efficiency.

Best for: SMB teams · Mid-market · Enterprise

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What is Moneyhub?

Presenting Moneyhub, a cutting-edge solution designed to cater to the diverse needs of various industries. With the slogan "Solutions that traverse industries," Moneyhub is more than just a platform; it's a dynamic tool that enables users to leverage their data effectively and facilitate ...

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Moneyhub offers custom pricing plan

8.1

Spot Score

Cashews

Cashews

Take control of your finances with ease and confidence.

Best for: SMB teams · Mid-market · Enterprise

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What is Cashews?

Introducing Cashews - The Unique Personal Finance App that revolutionizes the way you manage your finances. Say goodbye to the stress and confusion of money management with Cashews' innovative approach to budgeting. Cashews goes beyond traditional financial tools by offering predictive cash ...

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7.8

Spot Score

Neontra

Neontra

Secure your data, manage your money effortlessly.

Best for: SMB teams · Mid-market · Enterprise

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What is Neontra?

Introducing Neontra, the innovative application that sets a new standard for data security. With Neontra, your sensitive information receives top-tier protection, equivalent to the security measures utilized by banks. Say goodbye to concerns about the safety of your passwords and account ...

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7.8

Spot Score

Pockett - Personal Finance Software

Pockett

Effortlessly organize and manage your digital life.

Best for: SMB teams · Mid-market · Enterprise

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What is Pockett?

None

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7.5

Spot Score

Mezzi

Mezzi

Take control of your wealth with expert advice.

Best for: SMB teams · Mid-market · Enterprise

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What is Mezzi?

Introducing Mezzi - the ultimate solution for professionals seeking autonomous wealth management. Mezzi empowers individuals to make informed decisions about their investments by providing access to valuable financial insights typically reserved for high-cost wealth advisors. With Mezzi, users ...

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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