9.4
Spot Score
Finances made easy, insights made smarter.
User Ratings
Main Features
Pricing
Starts from $1.25/Month when Billed Yearly, also offers free forever plan
Free Trial available
Showing 1-8 out of 8
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Product Description
Simplifi is a cloud based, web based accounting software for small business. It will help you organize expenses and optimize your profits. It supports multiple companies with single user access. You can budget, pay, invoice and track employees and projects.
Read moreCommon Features
No common features
Unique Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
+ 8 more
Pricing
Simplifi offers custom pricing plan
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Product Description
Wally is a self-help personal finance software that guides consumers with an easy to use interface. It shows where spending money goes and where it can be invested to achieve financial goals. Social connection is also addressed; customers can post their budget information online or invite ...
Read moreCommon Features
No common features
Unique Features
Content Management
Project Management
Chat (Messaging)
+ 3 more
Pricing
Starts from $49.00 when Billed Yearly, also offers free forever plan
8.6
Spot Score
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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. ...
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Alerts
Reports
Bills Management
+ 5 more
Unique Features
Loan Management
Pricing
PocketGuard offers custom pricing plan
8.9
Spot Score
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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 ...
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Multi-Currency
Alerts
Reports
+ 7 more
Unique Features
Property Management
Loan Management
8.7
Spot Score
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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, ...
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Multi-Currency
Alerts
Reports
+ 7 more
Unique Features
Investment Monitoring
8.6
Spot Score
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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 ...
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Multi-Currency
Alerts
Reports
+ 7 more
Unique Features
Tax Reports
Loan Management
Investment Monitoring
8.2
Spot Score
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Product Description
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 ...
Read moreCommon Features
Multi-Currency
Alerts
Reports
+ 5 more
Unique Features
Investment Monitoring
Pricing
Free Trial available, Try Now
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Popular alternatives include Simplifi, Wally, PocketGuard, PocketSmith and Pockett.
Key factors include Transaction History, Spending Limit, Spend Tracker, Financial Dashboard, Expense Groups and pricing.
Tools like Quicken, Mint, Albert, Spendee and Buxfer are best for small businesses for Personal Finance Software.
This software is researched and edited by
Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
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