![]() With the Investment Checkup feature, you can check your current portfolio allocation alongside an ideal target allocation to minimize risk and reduce volatility. You might find the Empower Personal Dashboard appealing if you want to use a well-rounded platform that also helps monitor investment accounts. ![]() Why it stands out: The Empower Personal Dashboard is another software tool that's available through a mobile app or website. Sign up for Quicken Deluxe Best for tracking investment accounts: Empower Personal Dashboard This offer is only available for new memberships. Right now, most plans (excluding Quicken Starter) have a 40% discount for the first year if you sign up by January 8, 2023. Regular pricing for Quicken plans varies from $3.49 per month to $9.99 per month. If you have a business or prefer more robust features, like priority customer support, you may fare better with Quicken Premier or Quicken Home & Business. What to look out for: Quicken Deluxe primarily focuses on basic finances and investments. Quicken Deluxe also has a"what-if" tool that lets you see potential scenarios when you make certain investments or loan decisions. Usually personal finance software programs only have monthly budget plans. You'll also be able to create a 12-month budget. With the program, you'll be able to connect and keep track of bank accounts, investment accounts, loans, and credit cards. It's available for download for Mac and Windows computers. Why it stands out: Quicken Deluxe is a desktop software program. Sign up for Mint Best for a detailed budget: Quicken DeluxeĬost: $4.99 per month ( 40% off, or $2.99 per month, if you get a one-year plan by January 8, 2023) Also, be aware that there's a one-time $9 fee if you select a payment plan instead of paying upfront. What to look out for: If you agree to use the bill negotiation feature, you'll be charged 40% of what Billshark saves you for the service period. Mint also lets you create individual savings goals and has a bill negotiation feature through its partnership with Billshark. You'll be able to set up a budget and set spending limits for specific categories. The platform will split your expenses into categories and provide insights into your spending. You'll start by linking bank accounts, credit cards, investment accounts, loans, or mortgages to Mint. Mint is easy to use and has many money management features to help get control of your finances. ![]() Why it stands out: If you're a beginner looking to manage your finances primarily through an app or website, Mint is a great choice. Best for beginners learning to manage money: Mint Here are five excellent options you might consider if you're searching for personal finance software. Best for a hands-on approach: Google Spreadsheets.Best if you like filing your taxes independently: TaxAct.Best for tracking investment accounts: Empower Personal Dashboard™.Best for a detailed budget: Quicken Deluxe.Best for beginners learning to manage money: Mint.Find subscriptions you don't use and start saving from day one.See where your money is going and discover places to save.Check your custom budgeting plan - anytime, anywhere!.Stay on top of your finances in under 5 minutes per week.See Win 98 and Win 2000 to download software compatible with earlier versions of Windows.Download bank statements and reconcile transactions across accounts, including transfers. Take control with budget wizard and money manager insights easily track income and expenses by category or payee. Split transactions across multiple categories. Categorize transaction types and set budgets to manage finances and track spending. Securely manage your personal accounts in one place savings, checking, credit cards and investment. Schedule recurring transaction like paychecks and mortgage payments. Take control of your finances by knowing where your money is.Budget Wizard makes taking control of your finances easy.Be your own money manager by tracking income and expenses by category and payee.Reconcile your purchases and transactions against your bank statement.Download transactions directly from your bank.Schedule recurring transactions like paychecks and mortgage payments.Split transactions across multiple categories.Categorize transaction types and set budgets to manage finances and track spending.Track investments such as stocks, mutual funds and more.Add and track additional accounts, including credit cards.Checkbook register for all your personal accounts, including savings and checking accounts.
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