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Personal Finance Software

3.8 454 user ratings

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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Yolt is a smart app helping users monitor all of their bank accounts and expenses within a unified location. A dashboard view featured by the application lets users integrate their bank accounts, credit cards, etc, besides monitoring spending habits from time to time. The app works in its own ways, users need to recharge their prepaid Yolt account for everyday spending, boost it and start saving in real-time. Whether users want to stay on track, cut back, or save while they spend, Yolt helps them in all possible ways, to grow smart spending habits as per their needs. A habit builder module featured by the application, helps users achieve their financial goals, control budgets and start saving from time to time. They can set reminders and start a money jar challenge of their own. Yolt can also be used to find out ways on how to free up money. Read more PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
SW Score & Breakdown

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    97%
  • Reviews
    60%
  • Momentum
    66%
  • Popularity
    85%
SaaSworthy Awards # 5 Most Popular # 7 Fastest Growing

Features

Total Features
10 Features
12 Features
Common Features for All
    Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
    Bills Management Facility to add manage purchase bills and get reminded if bills are due
    Budgeting Prepares a plan to spend your money by balancing income and expenses.
    Expense Groups Allows to categorize or group the transactions with common attributes
    Financial Dashboard All in one dashboard that presents the financial performance.
    Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
    Multi-Currency Enables payment and collection in multiple currencies.
    Payment Gateway Facilitates payments for bills, membership, donation, etc.
    Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
    Reports Comes with reporting capabilities and features custom pre-built reports
    Spend Tracker Tracks expense and spend patterns to make your finances manageable
    Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
    Transaction History Allows to verify or check all your historical transactions anytime
  • + 7 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Spending Limit Allows to set a spending limit to control overspending and ensures it is in-line to budget
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 9 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    3.8/5 454 user ratings
    Not Available
    Rating Distribution
    • Excellent

      52.6%
    • Very Good

      17.6%
    • Average

      4.6%
    • Poor

      3.5%
    • Terrible

      21.6%
    Not Available
    User Sentiments

      Budgeting Tools, Account Aggregation, Spending Insights, User-Friendly Interface

      Account Blocking Issues, Poor Customer Service, Mandatory Debit Card Requirement, Inaccurate Transaction Tracking

      Not Available
    Review Summary

    Overall, users' satisfaction with Yolt is divided. Many appreciate the app's user-friendly interface, simple setup, and effective budgeting tools, which help them manage their finances better. However, the app is often criticized for its lack of features, technical glitches, and poor customer service. Several users complained about Yolt's connectivity issues with certain banks, leading to synchronization problems and incorrect data. Additionally, some users found the app's security measures insufficient and expressed concerns about the potential misuse of their financial data.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Starts at $9.99. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Yolt Custom

    Free Free

    Foundation $9.99 $14.95 per month

    Flourish $16.66 $24.95 per month

    Fortune $26.66 $39.95 per month

     
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Not Available Create bank feeds
    + 2 More
    Videos Not Available Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: Amsterdam, Netherlands Located in: Dunedin, New Zealand Founded in: 2008
    Contact Details

    Not available

    https://www.yolt.com/

    Not available

    https://www.pocketsmith.com/

    Social Media Handles

    Not available

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