List of Personal Finance Software for SMBs in 2025

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List of the Best Personal Finance Software For Small Business as of June 2025

9.8

Spot Score

Quicken

Master your money, wherever you go.

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3.9

(10242)

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Product Description

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 ...

Pricing

Free Trial available, Try Now

9.8

Spot Score

Mint

Take control of your finances with Mint.

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3.4

(30)

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Product Description

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 ...

Pricing

Mint offers custom pricing plan

9.5

Spot Score

Albert

Maximize your finances with ease.

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1.8

(3231)

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Product Description

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 ...

Pricing

Albert offers custom pricing plan

9.4

Spot Score

You Need A Budget

Manage your money, meet your goals.

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4.3

(1501)

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Product Description

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 ...

Pricing

Free Trial available, Try Now

9.4

Spot Score

Spendee

Finances made easy, insights made smarter.

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3.1

(10)

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Product Description

Say goodbye to guesswork and manual tracking! Spendee helps you keep your finances on track like never before - it automatically and thoroughly analyzes income and expenses and produces revolutionary insights for smart money management. With its modern interface and bank account integration, ...

Pricing

Free Trial available, Try Now

Starts from $1.25/Month when Billed Yearly, also offers free forever plan

9.2

Spot Score

Emma

Take control of your finances effortlessly.

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Product Description

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 ...

Pricing

Emma offers custom pricing plan

9.1

Spot Score

Goodbudget

Take control of your finances effortlessly.

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4.3

(1)

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Product Description

Goodbudget is the personal finance software that helps to manage both income and expenses on a monthly basis. It's streamlined and web-based, so it won't require an installation on computer to use. Goodbudget has several features have found incredibly useful: The Month Viewer provides a quick ...

Pricing

9.0

Spot Score

Yolt

Simplify your finances with automated transfers.

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3.5

(402)

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Product Description

Yolt is a new-generation personal finance software that lets individuals make automatic transfers to accounts without the hassle of trying to find banks or credit card companies online or configuring paper checks. Yolt is simple to use and low maintenance only requiring the minimum only ...

Pricing

Yolt offers custom pricing plan

9.0

Spot Score

Monarch Money

Take control of your finances effortlessly.

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Product Description

Monarch Money is a personal finance software for Mac that will help to create, track and manage financial goals & bills, either for personal finance or company finances. Besides manage all of the accounts in one place, Monarch Money comes with customizable reports to track money by bills, ...

Pricing

Free Trial available, Try Now

Starts from $7.50/Month when Billed Yearly

8.9

Spot Score

Buxfer

Take control of your finances with Buxfer.

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4.0

(32)

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Product Description

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. ...

Pricing

8.9

Spot Score

EveryDollar

Budgeting made easy for anyone, any income.

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3.8

(1)

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Product Description

EveryDollar makes it possible to make an informed financial decision for any budget. Simple, intuitive planning provides users with all the data they need to make excellent financial decisions. At the same time, EveryDollar sorts income by category, giving user a complete picture of the money. ...

Pricing

EveryDollar offers custom pricing plan

8.9

Spot Score

PocketSmith

Plan your finances, save more, worry less.

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Product Description

PocketSmith is financial software allows to create a comprehensive personal financial plan. PocketSmith can help to get organized and save more, track spending habits and credit usage, help to avoid overdraft fees, and provide a way to work out complex payment plans. It also offers exclusive ...

Pricing

8.8

Spot Score

Money Dashboard

Take control of your finances with ease.

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3.3

(79)

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Product Description

The Money Dashboard is the easy way to budget, track and analyze expenses in life. The Money Dashboard syncs wirelessly with all major banking institutions in Canada through SecureMoney, secure software. User can access account anywhere-on smart phone, online or on desktop. Record transactions ...

Pricing

Money Dashboard offers custom pricing plan

8.8

Spot Score

Monzo

Simplify your banking, take control of your money.

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Product Description

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 ...

Pricing

8.7

Spot Score

Moneydance

Take control of your finances effortlessly.

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Product Description

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, ...

Pricing

8.6

Spot Score

CalendarBudget

Master your finances, one calendar at a time.

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4.6

(28)

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Product Description

CalendarBudget is the simplified way to budget, track money and manage debts. It allows to create highly efficient budgets that will help individuals stay on track. CalendarBudget makes it simple to see the big picture so individuals can spend with confidence on what they love while managing ...

Pricing

Free Trial available

CalendarBudget offers custom pricing plan

8.6

Spot Score

MoneyWiz

Take control of your finances and reach your goals.

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Product Description

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 ...

Pricing

8.6

Spot Score

PocketGuard

Take control of your finances with ease.

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Product Description

PocketGuard is an online personal finance software individuals that install on computer. It's designed to track retirement savings, credit cards, home refinancing, mortgages, insurance, loans and other financial paperwork. It gives the reports and tools needed to make decisions about finances. ...

Pricing

PocketGuard offers custom pricing plan

8.4

Spot Score

FinWise

Empower your financial journey with ease.

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Product Description

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 ...

Pricing

Free Trial available

8.4

Spot Score

Timely Bills

Effortlessly manage your money and secure your future.

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Product Description

Timely Bills is the perfect tool to help you take your money management to the next level. Track your transactions and bills in one place, keep your payments up to date, and build your financial security. Set up automatic reminders to ensure no bills go unpaid, and keep an eye on your progress ...

Pricing

Timely Bills offers custom pricing plan

Best Personal Finance Software For Small Business

Quicken

Master your money, wherever you go.

Mint

Take control of your finances with 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 ...

Albert

Maximize your finances with ease.

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 ...

You Need A Budget

Manage your money, meet your goals.

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 ...

Spendee

Finances made easy, insights made smarter.

Say goodbye to guesswork and manual tracking! Spendee helps you keep your finances on track like never before - it automatically and thoroughly analyzes income and expenses and produces revolutionary insights for smart money management. With its modern interface and bank account integration, ...

Emma

Take control of your finances effortlessly.

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 ...

Goodbudget

Take control of your finances effortlessly.

Goodbudget is the personal finance software that helps to manage both income and expenses on a monthly basis. It's streamlined and web-based, so it won't require an installation on computer to use. Goodbudget has several features have found incredibly useful: The Month Viewer provides a quick ...

Yolt

Simplify your finances with automated transfers.

Yolt is a new-generation personal finance software that lets individuals make automatic transfers to accounts without the hassle of trying to find banks or credit card companies online or configuring paper checks. Yolt is simple to use and low maintenance only requiring the minimum only ...

Monarch Money

Take control of your finances effortlessly.

Monarch Money is a personal finance software for Mac that will help to create, track and manage financial goals & bills, either for personal finance or company finances. Besides manage all of the accounts in one place, Monarch Money comes with customizable reports to track money by bills, ...

Buxfer

Take control of your finances with 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. ...

EveryDollar

Budgeting made easy for anyone, any income.

EveryDollar makes it possible to make an informed financial decision for any budget. Simple, intuitive planning provides users with all the data they need to make excellent financial decisions. At the same time, EveryDollar sorts income by category, giving user a complete picture of the money. ...

PocketSmith

Plan your finances, save more, worry less.

PocketSmith is financial software allows to create a comprehensive personal financial plan. PocketSmith can help to get organized and save more, track spending habits and credit usage, help to avoid overdraft fees, and provide a way to work out complex payment plans. It also offers exclusive ...

Money Dashboard

Take control of your finances with ease.

Monzo

Simplify your banking, take control of your money.

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 ...

Moneydance

Take control of your finances effortlessly.

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, ...

CalendarBudget

Master your finances, one calendar at a time.

CalendarBudget is the simplified way to budget, track money and manage debts. It allows to create highly efficient budgets that will help individuals stay on track. CalendarBudget makes it simple to see the big picture so individuals can spend with confidence on what they love while managing ...

MoneyWiz

Take control of your finances and reach your goals.

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 ...

PocketGuard

Take control of your finances with ease.

PocketGuard is an online personal finance software individuals that install on computer. It's designed to track retirement savings, credit cards, home refinancing, mortgages, insurance, loans and other financial paperwork. It gives the reports and tools needed to make decisions about finances. ...

FinWise

Empower your financial journey with ease.

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 ...

Timely Bills

Effortlessly manage your money and secure your future.

Timely Bills is the perfect tool to help you take your money management to the next level. Track your transactions and bills in one place, keep your payments up to date, and build your financial security. Set up automatic reminders to ensure no bills go unpaid, and keep an eye on your progress ...

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