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76% 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

Refresh.me logo
Empowering Financial Journey with Insight and Security Write a Review
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What is Refresh.me and how does it work?

Refresh.me is the ultimate personal financial management tool, meticulously designed to keep their finances in check and their mind at ease. Users can easily track their account balances, monitor transactions, manage investments, and keep an eye on their credit all consolidated in one convenient place for maximum efficiency. With monthly credit reports, scores, and detailed 3-bureau updates, they'll always be informed about their financial health, empowering them to make well-informed decisions. The AI Assistant goes a step further by offering personalized insights tailored to their spending habits and financial goals, making it easier to navigate their financial journey. Moreover, the privacy management features actively work to protect their identity and ensure their online privacy, so they can explore their financial options without fear of data breaches. Whether they're monitoring their spending habits, analyzing their investment portfolio, or securing their personal information, Refresh.me empowers they with superpowered insights and robust protection to enhance their financial well-being.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 81%
  • Reviews 60%
  • Momentum 62%
  • Popularity 62%

Refresh.me Pricing

  • Free Trial Not Available
  • Starts at $12.0.
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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

PocketSmith logo
Shape your own financial path to enhance savings in an organised way Write a Review
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What is PocketSmith and how does it work?

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.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 97%
  • Reviews 60%
  • Momentum 66%
  • Popularity 85%

PocketSmith Pricing

  • Free Trial Not Available
  • Starts at $9.99. Offers Free-forever plan.
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90% 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

Monarch Money logo
Manage Money in Minutes 1 Based on 1 Ratings
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What is Monarch Money and how does it work?

Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 98%
  • Reviews 68%
  • Momentum 67%
  • Popularity 83%

Monarch Money Pricing

  • Free Trial Available
  • Starts at $7.50.
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81% 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

Cashews logo
The Unique Personal Finance App Write a Review
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What is Cashews and how does it work?

Cashews is the perfect tool to help manage and analyze finances. It offers an innovative approach to budgeting by using predictive cash flow analysis, allowing to get a clear, real-time snapshot of financial standing in relation to bigger goals. With this type of smart analysis, Cashews helps stay on top of what’s important in the long run. What makes Cashews different from other personal finance tools? At Cashews, we’re dedicated to minimizing consumer frustration and reducing risks associated with money management. Its understand that managing finances can be stressful, and that's why app takes the confusion out of it by giving understanding data about spending habits so can make better decisions about money. So if looking for a comprehensive way to monitor and track all aspects of money flow, look no further than Cashews! With its thoughtful design, intuitive analysis features, and reliable results, it's the perfect choice for professionals who want complete control over their financial future

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 92%
  • Reviews 60%
  • Momentum 62%
  • Popularity 65%

Cashews Pricing

  • Free Trial Not Available
  • Starts at $69.99.
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82% 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

Savology logo
Financial Planning Tool 5 Based on 37 Ratings
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What is Savology and how does it work?

Savology software is a platform used to manage financial success for future. The software offers personalized recommendations to improve your financial security. Measure your finances with a report card to complete tasks and milestones to reach financial goals. Small and Medium companies make use of the software.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 76%
  • Reviews 85%
  • Momentum 60%
  • Popularity 81%

Savology Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
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93% 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

Mint logo
Budget Tracker And Planner 3.2 Based on 37 Ratings
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What is Mint and how does it work?

Mint is a simple budget tracker and planner tool that lets users bring all their accounts, bills, and financial data in a single place to conveniently manage their finances. It is a free and easy-to-use platform that connects every US financial institution. The tool takes care of users' bank accounts, credit cards and even retirement accounts. It enables the users to view all their bills and money at a glance and create budgets easily by using the tips that it provides. Mint allows users to easily track their bill, they just need to add them to their dashboard to see and monitor them. Once added, they will receive reminders for upcoming bills so they can plan. They will also receive alerts for payments. When users' funds are low, they will receive an alert so that they can plan accordingly and spend only on essential things. The user data is kept entirely secure with multiple safety measures like secure sign-in and VeriSign security scanning.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 94%
  • Reviews 86%
  • Momentum 68%
  • Popularity 95%

Mint Pricing

  • Free Trial Not Available
  • Offers Custom plan.
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70% 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

GreenWise logo
Achieve carbon neutrality Write a Review
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What is GreenWise and how does it work?

GreenWise is a tool providing easy ways to automate carbon accounting. Download your company GreenWise data, or build automated extraction pipelines in order to analyze your emissions directly from your own BI solution. Allow your employees to log in securely to GreenWise with your SSO solution. Build custom and relevant dashboards to your company to see directly what matters. Start tracking offset per employee and allow them to visualize their own contribution to the company emissions. Note that this data is not intended to be made available to the account owner in order to respect employee's privacy.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 71%
  • Reviews 60%
  • Momentum 60%
  • Popularity 60%

GreenWise Pricing

  • Free Trial Available
  • Starts at $49.99. Offers Free-forever and Custom plan.
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78% 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

Pockett logo
A personal finance companion for everyone Write a Review
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What is Pockett and how does it work?

Pockett helps to track the money effortlessly on the go from expenses and income, to budgets and goals. It has key features like Budget Insights, Stock Portfolio Tracking, Generate Reports, Daily Reminder, Rolling Budget and much more.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 89%
  • Reviews 60%
  • Momentum 60%
  • Popularity 62%

Pockett Pricing

  • Free Trial Not Available
  • Offers Free-forever plan.
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75% 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

WellPaid logo
Split recurring bills easily with WellPaid Write a Review
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What is WellPaid and how does it work?

WellPaid is an operating system for sharing. This means WellPaid helps to keep the finances clean backed by effortless sharing. WellPaid serves a wide number of people. From roommates to co-parents and landlords- everyone uses this software. This system allows people to detect recurring bills and subscriptions that charge their bank accounts. With WellPaid, individuals can track their bills or monitor shared charges as a team. Also, they can see shares automatically. WellPaid even ensures auto-splitting charges. This means a group of people can set simple rules to break their bills or subscriptions any time they charge. Automated transfers are also carried out with the help of this system. One can set recurring bank debits for utility bills and auto-save from deposits. WellPaid consolidates one’s existing accounts and services into a single location, while also providing options for automation and sharing. This all-in-one platform is automated, flexible, and shareable, making the process of splitting bills fully effortless.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 77%
  • Reviews 60%
  • Momentum 63%
  • Popularity 70%

WellPaid Pricing

  • Free Trial Not Available
  • Starts at $4.00. Offers Free-forever plan.
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78% 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

Fintece logo
Automate & Manage Your Finances Write a Review
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What is Fintece and how does it work?

Fintece is a financial tracking tool that makes it easy to manage your money. The dashboard and built-in tracking tools provide an easy way to see where the money is going. User can create different categories to see exactly what they are spending your money on and how much spending it.

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 87%
  • Reviews 60%
  • Momentum 60%
  • Popularity 63%

Fintece Pricing

  • Free Trial Not Available
  • Starts at $24.99.
Visit Website

List of Top Personal Finance Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
Refresh.me Refresh.me 76 0
PocketSmith PocketSmith 87 0
Monarch Money Monarch Money 90 1
Cashews Cashews 81 0
Savology Savology 82 5
Mint Mint 93 3.2
GreenWise GreenWise 70 0
Pockett Pockett 78 0
WellPaid WellPaid 75 0
Fintece Fintece 78 0

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