Alternatives to Fulfilled
Compare Fulfilled alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fulfilled in 2026. Compare features, ratings, user reviews, pricing, and more from Fulfilled competitors and alternatives in order to make an informed decision for your business.
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1
Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
2
Basil
Basil Finance
Basil is an intuitive and feature-rich portfolio tracker and investment research app designed to serve both novice investors and seasoned finance professionals. At its core, Basil is equipped with robust tools to monitor and manage investment portfolios, offering a seamless and dynamic user experience that demystifies the complexities of financial markets. Portfolio Tracking: Basil provides real-time data and analytics on users' investment portfolios. It offers a comprehensive dashboard that displays asset allocation, investment performance, and historical growth. Users can track stocks, bonds, mutual funds, ETFs, and other securities, all updated continuously with market data. Customizable alerts keep users informed of significant changes and opportunities in their portfolio. Investment Research: In addition to tracking features, Basil serves as a powerful research tool. It aggregates financial news, market data, and in-depth analysis, giving users access advanced statistics.Starting Price: $5.99/month/user -
3
Stash
Stash
Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.Starting Price: $3/month -
4
Douugh
Douugh
Douugh is a comprehensive financial app designed to help users budget, spend, and invest responsibly. It offers features such as the Spot Jar, allowing users to borrow up to $2,000 on demand for a fixed $12.99 fee per Spot, with repayment in four weekly installments and no interest or late fees. The app also provides Stockback rewards, enabling users to earn up to 7% in Stockback when they pay upfront or later with Douugh at checkout from a growing selection of online merchants. Additionally, Douugh offers diversified investment portfolios, including US shares and ETFs, allowing users to start investing with as little as $1. The autopilot feature enables users to set up automatic investments, promoting regular contributions to their investment portfolios. Douugh ensures the security of users' funds by holding money in segregated accounts with licensed banks in Australia and employing state-of-the-art data encryption and in-app biometric security for all transactions.Starting Price: $12.99 per month -
5
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 -
6
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 -
7
Franklin AI
Franklin AI
Franklin AI is personal finance software with a built-in AI financial advisor. Instead of manually analyzing dashboards and spreadsheets, ask questions about your money and get clear, personalized answers. Connect bank, credit card, and investment accounts from 12,000+ financial institutions. Franklin automatically analyzes your income, expenses, subscriptions, and financial habits to provide actionable insights. Ask things like: "What am I overspending on?" "How much do I spend on subscriptions?" "Am I on track with my budget?" Features include AI-driven budget tracking, expense analysis, subscription detection, savings opportunities, net worth tracking, spending trend analysis, and couples collaboration. Partners can manage finances together in one place. Franklin provides beautiful Sankey diagram visualizations that show exactly where your money flows. No spreadsheets, no manual categorization, just answers. Try Franklin free for 30 days. No credit card is required.Starting Price: $10/month/user -
8
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 -
9
Albert
Albert
Albert is an all-in-one financial app designed to simplify personal finance management by integrating budgeting, saving, spending, and investing features into a single platform. The app automatically creates custom budgets, tracks spending, monitors bills, and identifies savings opportunities. Albert offers banking services, including cash back on spending, early paycheck access, and fee-free ATMs, through its partnership with Sutton Bank, Member FDIC. The app also provides automated saving tools, personalized investment options in stocks and ETFs, and 24/7 identity protection with features like dark web monitoring and credit report alerts. Additionally, users have access to a team of finance experts for personalized advice, making Albert a comprehensive solution for managing finances efficiently. -
10
ProjectionLab
ProjectionLab
ProjectionLab captures the important details in life that other planners miss. You’ll find it easy and intuitive to build simple but rich financial plans that truly represent you, your loved ones, and the paths you choose. Simulate your financial future and chart a course toward your best life. Build a living model of your whole life's finances and discover the spectrum of possible outcomes. Identify trade-offs, backtest against historical data, and experiment with different investment strategies, account types, contribution orders, drawdown options, and portfolio blends over time. ProjectionLab has no link to your real financial accounts and the data you enter stays in your browser unless you choose otherwise. If you upgrade to Premium, you can choose between several data persistence options. Journal and visualize your actual progress over time and compare it against your initial projections.Starting Price: $9 per month -
11
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. -
12
Lenme
Lenme
Lenme is a peer-to-peer lending platform that connects borrowers seeking quick personal loans or cash advances with financial institutions, lending businesses, and individual investors interested in the smaller loan market. By leveraging technology, Lenme eliminates unnecessary costs, providing borrowers with transparent and immediate access to capital, while offering lenders the same data and tools typically available to large financial institutions. Borrowers can request loans ranging from $50 to $5,000 through a simple three-click process, specifying the desired amount and repayment period. Lenders then compete to offer the most favorable interest rates, regardless of the borrower's credit score. For investors, Lenme provides access to over 2,000 data points on each borrower, including credit reports, banking data, income, and payment history, enabling informed investment decisions.Starting Price: Free -
13
Freo
Freo
Freo is an all-in-one financial app designed to empower users to manage their finances seamlessly. With Freo UPI, users can scan and pay effortlessly, enjoying fast and reliable 24/7 instant transfers, including the option to pay using credit on UPI with RuPay, ensuring safe and secured transactions. The platform offers insurance plans exclusive to Freo users, covering real-life situations such as dengue, malaria, hospitalization, accidents, and digital fraud, with affordable plans starting at just ₹129 and simplified claims processes. For investment options, Freo provides fixed deposits with returns up to 9.1% and the flexibility of no lock-in period, allowing users to start with as little as ₹1,000, in partnership with trusted banks. Additionally, users can invest in 24k digital gold instantly, with the security of physical gold stored in bank-grade vaults, and the option to start with just ₹10.Starting Price: $1.50 per month -
14
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 -
15
PopaDex
PopaDex
PopaDex is an intuitive, software-as-a-service (SaaS) platform designed to empower users with comprehensive tools to manage, track, and enhance their financial health. Developed to simplify financial complexities, PopaDex consolidates your entire financial portfolio—from banks, investments, and real estate, to personal assets—into a single, accessible dashboard. This platform aids in visualizing net worth in real-time and planning financial strategies efficiently, making it an invaluable tool for personal finance enthusiasts.Starting Price: $5 -
16
TaxTank
TaxTank
TaxTank is a comprehensive Australian tax and personal finance software that helps individuals, investors, and sole traders easily manage their financial activities and optimize tax filings. It provides live bank feeds, allowing users to track income, expenses, properties, investments, and budgeting in one centralized platform. The software includes features for managing property portfolios, crypto and share trading, and work-related expenses, with automated tax calculations to ensure all possible deductions are claimed. TaxTank also enables users to store documents securely, track business activities for sole traders, and generate real-time tax reports. It allows seamless collaboration by inviting accountants, financial advisors, and property groups for joint decision-making. Designed for Australian tax laws, it simplifies tax preparation, offers full transparency across financial portfolios, and minimizes the stress associated with managing personal finances and tax compliance.Starting Price: $6 per month -
17
Qapital
Qapital
Put money away automatically while you live your life. Just set a goal and watch your savings grow. Apply Rules to each of your Goals and they’ll be achieved in no time. These fun, creative Rules help stack up smaller amounts of cash, letting you save every time you get paid, swipe your card, buy a guilty pleasure, or even run a 5k. Create shared savings Goals so you can contribute together and motivate one another. With the help of another person, your big-picture dreams can become reality. Qapital’s pre-built portfolios are ideal for budding investors – give us a timeline and an amount you want to reach and we’ll recommend a portfolio to match your desired level of risk. By adding an investment portoflio to your savings set-up, you can reach bigger, long-term goals (like a kid’s college fund). Your money is likely to grow faster than it would by just saving. -
18
Plootus
Plootus
Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning. -
19
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 -
20
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 -
21
Empower
Empower
Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.Starting Price: Free -
22
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 -
23
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 -
24
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 -
25
Alwy
Alwy
Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.Starting Price: Free -
26
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 -
27
Plenty
Plenty
Plenty is where couples invest and plan for the future. Plenty automates investment strategies and goals-based financial planning. Founded in 2022 by Emily Luk and Channing Allen, the two came together to bridge the wealth gap and make wealth building accessible to everyday Americans. -
28
Lumio
Lumio
With all your accounts in one place, track your balances in real-time, see where all your money is going, and get smart AI-insights into what you can set aside - as an individual and a family. Go beyond: track your joint accounts, current accounts, credit card, investments, ISAs, savings and more all in one money dashboard. Get a complete categorised breakdown of your income, spending and investments. Never get caught out by a pesky subscription again. Improve your habits with AI-powered notifications on how your spending is changing, and when you can afford to set some extra money aside. Whether you’re expecting a baby, just got a pet, or you’re buying a new home together - have peace of mind knowing your money is working for you and your loved ones. For far too long, expert money management has been only for wealthy individuals. We built Lumio because we believe everyone deserves the same level of personalised money management, regardless of their background and circumstances.Starting Price: $4.80 per month -
29
Planswell
Planswell
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information. -
30
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 -
31
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.Starting Price: Free -
32
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 -
33
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. -
34
Balance Pro
Balance Pro
Take charge with Balance Pro's powerful features. Connect banks for automatic syncing or use the digital register for manual control. Track spending across multiple accounts - checking, savings, credit cards, and investments. Set custom budgets and goals with intuitive progress tracking. Never miss bills with comprehensive payment reminders. Scan receipts with your camera for instant transaction attachment. Gain insights through detailed spending reports and cash flow analysis. Create custom categories to organize your way. Switch between currencies for global money management. Export data to CSV for spreadsheet analysis. Get help from Fin, your AI financial assistant. Find transactions instantly with powerful search. Enjoy bank-level security while accessing your finances on any device - iOS, Android, and web. Start free and upgrade for premium features. Balance Pro: where clarity meets simplicity in your financial journey.Starting Price: $3.99 per month -
35
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 -
36
ADDX
ADDX
Invest in the same wealth-building opportunities as the ultra-affluent & institutions, now open to you at accessible minimums. Investments in private equity have outpaced their public market equivalents every year since 2000, by an average of 10% more returns. More investors gain access to private markets. Your portfolio should be balanced with a mix of public and private market investments to be set up for better outcomes, with 30% allocated to private markets. Get in the driver’s seat of your financial journey. Pick from varying investment strategies that fulfill different goals, from savings, and retirement to legacy planning. Invest in fractions and build a holistic portfolio. ADDX is constantly transforming private markets. Today, you can build a portfolio for the modern world, diversified with a range of wealth-generating opportunities. Access private markets in fractions, and invest in smaller amounts, to diversify into more opportunities and balance risks and rewards.Starting Price: Free -
37
MoneyWiz
MoneyWiz
MoneyWiz is not like other finance apps. It's packed with features for the pro-user, yet it's easy to use for the beginners. It doesn't tell you how you should manage your money, instead it's so versatile that it allows you to manage them the way that makes sense to you! Works offline and syncs completely automatically when online. Backed by 256bit military-grade encryption for both data transfer & storage! Whether you want to import data from another app you've been using, connect to your banks or just manage things manually, we've got you covered! Stay on top of your spending and easily achieve your saving goals. MoneyWiz offers both income & expense-based budgets with automatic detection of new transactions based on categories or tags. You can easily rebalance the budgets at any time by moving money from one budget to another. The built-in budget progress view shows you exactly where you are vs where you should be.Starting Price: $4.99 per month -
38
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 -
39
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 -
40
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. -
41
Fyenance
Fyenance
Fyenance is a desktop application tailored to simplify personal finance management with a strong focus on privacy and user control. Unlike many other financial applications, Fyenance operates entirely offline, meaning all financial data is stored locally on the user's device. This ensures the utmost data security as no information is shared with external servers or the cloud. The application is available through a one-time purchase, offering lifetime access to features and updates without recurring subscription fees. Key functionalities include a Smart Dashboard for an instant overview of the user's financial state, management systems for regular transactions, and comprehensive reports to understand spending patterns. Users can set and track financial goals related to savings or investments, fully control how financial data is managed, and maintain all data entries manually. Furthermore, Fyenance facilitates the integration of bank statements for easy transaction imports, and more.Starting Price: $12 one-time payment -
42
BankTree
BankTree
Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad. Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software. Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.Starting Price: $40 per month -
43
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 -
44
Yieldstreet
Yieldstreet
Get exclusive access to private markets. Yieldstreet offers a curated selection of alternative investment opportunities that were previously only available to institutions and the ultra-wealthy. With bond yields at or near their all-time lows and equity valuations historically high, the 60/40 portfolio’s forward-looking return estimates are only 1.4% according to AQR. Modernize your portfolio away from the 60/40. Add private market investments to build your portfolio for the future. Whether you’re looking to generate income, grow your overall portfolio value, or some combination of both, Yieldstreet offers a variety of alternative investment opportunities. Investments reviewed and analyzed by 20+ investment professionals. Yieldstreet’s investment team partners with industry-leading specialists to assess and diligence every investment offered. High monthly or quarterly current income. -
45
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 -
46
Actual
Actual
Automated finance tools are great, except when they aren’t. We provide you with tools that are quick to use, but ultimately you are in control. We help you learn, instead of dictating. A beautifully designed interface is fine-tuned to get out of your way and make it as fast as possible to explore your finances. Your data is synced in the background so all devices have access, but the app totally works regardless of your network connection. Save hundreds of dollars a year (at least!) by tracking your spending. Based on tried and true methods, our budgeting system is based off of your real income instead of made up numbers. This makes you face your real spending, and clearly shows how much you are saving each month. Breeze through your transactions and update them easily with a streamlined, minimal interface. Categorizing your transactions correctly is important and we’ve optimized this process. Manage split transactions and transfers all in the same editor.Starting Price: Free -
47
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 -
48
Nauma
Smartine Inc.
Nauma is a financial planning platform built for tech professionals and their families—helping them navigate equity compensation, concentrated stock positions, high taxes, and complex portfolios spread across multiple accounts. Unlike traditional advisors who charge high fees based on Assets Under Management (AUM), Nauma delivers fiduciary-quality guidance through technology, at a fraction of the cost. The name itself, “Nauma” (“No AUM”), reflects the company’s mission to eliminate biased, asset-preserving models and empower people to plan on their own terms. With Nauma, users can model major life decisions—such as taking a sabbatical, buying a home, or retiring early—understand the tax implications of RSUs and capital gains, and see their entire financial picture in one place. Alongside advanced planning tools, Nauma offers live Q&A sessions and a supportive community of peers facing similar challenges.Starting Price: $200/year -
49
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 -
50
Floww
Floww
Floww is a comprehensive financial infrastructure platform designed to streamline fundraising and investment processes within private markets. For scaling companies, Floww offers tools to craft compelling narratives, build networks, and manage fundraising efforts efficiently, all while maintaining control over company data. Venture capital firms can leverage Floww to eliminate administrative duplication, standardize data across portfolio companies, and monitor fund activities seamlessly, providing limited partners with a data-rich experience. Investors benefit from curated deal flow and comprehensive company data, enabling informed investment decisions and simplified portfolio management. Floww's unified platform enhances transparency and efficiency, fostering growth and innovation across the private market ecosystem. Collect data seamlessly, centralize portfolio insights, and access valuable performance metrics.Starting Price: $63.48 per month
