Apps tagged with 'Personal Finance' Page 21 of 31

All apps in Apps tagged with 'Personal Finance' category. Use the filters below to narrow down your search. 
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  1. Merlin icon
     Like

    In today's complex financial landscape, achieving your financial goals requires more than just saving; it requires smart management of your entire financial picture. That's where Merlin steps in.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    View your net worth
    See spending across categories
    View daily spendings in detail
    13 alternatives
  2. Olomon icon
     Like

    Even with highly capable advisors—accountants, attorneys, and wealth managers—many successful individuals and families struggle with fragmented financial lives. Assets live in one system, liabilities in another, entities in separate portals, and critical documents scattered...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    A live personal finance dashboard that shows net worth, assets, and debts in one organized, real-time view.
    A unified view of real estate, investments, and digital assets brought together into a single dynamic balance sheet.
    A collaborative financial workspace where individuals securely share the right information with advisors, accountants, and attorneys.
    5 alternatives
  3. A private personal net worth tracker. Track assets, liabilities, and net worth over time — no bank linking required. Supports 100+ fiat currencies and 800+ cryptocurrencies.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    Home Page
    FIRE Calculator
    Net Worth Visualization
    +2
    Asset Tracking
    7 alternatives
  4. Hostfolio icon
     Like

    The "spreadsheet killer" for rental owners: track your Airbnb and property yields via simple CSV imports without the Excel mess.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Mac
    • Windows
    Hostfolio screenshot 1
    Hostfolio screenshot 1
    11 alternatives
  5. Moneyed icon
     1 like

    Moneyed is an app that puts you in complete control of your financial future. You can build a holistic financial plan to prepare for important life events (house buying, starting a family, retirement), aggregate all your finances in one place to track progress (current accounts...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Android
    • iPhone
    Moneyed screenshot 1
    Moneyed screenshot 2
    Moneyed screenshot 3
    8 alternatives
  6. SteadyCash is a web-based personal finance app focused on cash-flow forecasting rather than retrospective budgeting. It projects recurring income and expenses onto a calendar, shows running daily balances, and calculates "runway" — how many months the current balance...

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • US flagUnited States
    Main calendar view showing metrics and runway at top
    6 alternatives
  7. Rollie icon
     Like

    Rollie helps keep track of where your money is going through a simplified design with just the details you need most. Connect up to 3 banks – 1000+ institutions supported in US & Canada.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • iPhone
    Rollie screenshot 1
    Rollie screenshot 2
    Rollie screenshot 3
    5 alternatives
  8. PartyTab icon
     Like

    PartyTab is a free, browser-based expense splitter for trips, roommates, and group dinners. Create a tab in seconds, share a link with your group, and everyone can add expenses without downloading an app or creating an account.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    PartyTab screenshot 1
    PartyTab screenshot 1
    PartyTab screenshot 2
    +1
    PartyTab screenshot 3
    5 alternatives
  9. Miney icon
     Like

    Miney is a clean and flexible expense tracker and budget planner designed to make everyday money management simple. Quickly record expenses, income, and transfers, create flexible budgets, manage accounts and assets, and understand where your money goes.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Android
    • iPhone
    • CN flagChina
    Overview of your expenses, budgets, accounts, and recent transactions in one place.
    Visualize your spending with clear charts and category breakdowns.
    Track your accounts, balances, and assets in one organized view.
  10. Nauma icon
     Like

    A financial planning platform to navigate equity compensation, concentrated stock positions, high taxes & complex portfolios spread across multiple accounts.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    Nauma screenshot 1
    Nauma screenshot 1
    Nauma screenshot 2
    +5
    Nauma screenshot 3
    11 alternatives
  11. Bazous icon
     Like

    Bazous answers the money questions that matter to a household before anyone thinks to ask them. From the balances, income and bills recorded in your account, it shows how much is available, what is due before the next payday, how low the balance will go and which payment is...

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Online
    • CH flagSwitzerland
    Today: what is due before payday, and how low the balance goes
    What if I move a payment? The best move, drawn before and after
    Am I paying avoidable fees? The yearly cost over ten years
    4 alternatives
  12. KipBill icon
     Like

    KipBill is a modern invoicing application designed for freelancers, small businesses, and entrepreneurs. Create and send professional invoices in minutes with 25+ customizable templates, support for 12 languages including Arabic with RTL layout, and built-in email delivery.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Dashboard with real-time overview of revenue, expenses, net profit, and monthly analytics chart.
    Invoice list with status tracking (Draft, Sent, Paid), search, filters, CSV export, and payment reminders.
    Quotes management with status tracking (Viewed, Accepted), filters, and CSV export.
    +5
    Recurring invoices with configurable frequency, auto-send, and pause/resume controls.
    60 alternatives
  13. Kesoria icon
     Like

    Kesoria is a privacy-first net-worth tracker built for people whose money spans more than one currency or country. It never connects to your bank - you enter your own balances - and consolidates everything into one clear number in your base currency. Free calculators and a no card trial.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Dashboard - "total net worth, one number"
    A calculator (e.g. Multi-currency Converter) in use
    The Journal (Kesoria Blog) - Sample Article
    +2
    Interactive Demo - Take Kesoria for a test drive (no card / signup).
    8 alternatives
  14. Helm Terminal is a financial intelligence terminal for individual investors. A full-stack investment management platform that surfaces everything your brokerages won't.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    Centralized overview
    Theses
    Portfolio "True Exposure" view, accounting for additional ETF weights
    +3
    Daily Brief
    11 alternatives
  15. Zoninga icon
     Like

    An AI agent that watches your money daily, flags what needs attention, and proposes fixes you approve. It never moves your money. Underneath sits a full finance app with bank sync, budgets, goals, and a 9-strategy debt payoff engine.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    • US flagUnited States
    Homepage with the demo conversation
    Dashboard with the demo household: net worth, accounts, debt payoff progress
    The free debt payoff calculator, no signup needed
    5 alternatives