Apps tagged with 'financial-planning'

All apps in Apps tagged with 'financial-planning' category. Use the filters below to narrow down your search. 
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  1. Moneydance icon
     27 likes

    Feature-rich, cross-platform personal finance tool with encrypted local data, online banking, bill payment, budgeting, investments, multi-currency, and detailed reporting.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • Android
    • iPhone
    • Android Tablet
    • iPad
    Moneydance screenshot 1
    Moneydance screenshot 1
    Moneydance screenshot 2
    +3
    Moneydance screenshot 3
    287 alternatives
  2. Causal icon
     3 likes

    Build models effortlessly and share them with interactive, visual dashboards that everyone will understand.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Software as a Service (SaaS)
    Causal screenshot 1
    29 alternatives
  3. Upmetrics icon
     2 likes

    Upmetrics is a cloud based business plan software, It simplifies a business planning process with tailored business plan templates, Modern business plan editor, accurate financial projector and business model canvas templates.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • Online
    AI business plan builder
    Financial forecast
    400+ Sample business plans
    26 alternatives
  4. Fathom icon
     Like

    Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    Fathom screenshot 1
    Fathom screenshot 1
    Fathom screenshot 2
    +2
    Fathom screenshot 3
    8 alternatives
  5. CubeWeaver icon
     2 likes

    CubeWeaver is a collaborative multidimensional spreadsheet software especially useful for financial planning, financial modelling, budgeting, reporting and what-if simulations.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Windows
    • Linux
    Main screen
    Formula editor
    Masterdata screen
    47 alternatives
  6. SavePoint icon
     1 like

    Privacy-first personal finance software with budgeting, transaction logging, balance sheets, professional reports, FIRE planning, and more. 100% offline-first and one-time purchase.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Windows
    Financial dashboard
    Accounts
    Transactions
    +21
    Budget management
    9 alternatives
  7. Usefirst icon
     1 like

    Improve your financial health and grow wealth with Usefirst. No need to open a new bank account. You can simply connect your current accounts.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • iPhone
    • iPad
    Usefirst screenshot 1
    Usefirst screenshot 1
    Usefirst screenshot 2
    +2
    Usefirst screenshot 3
  8. CalcIQ icon
     1 like

    Privacy-focused platform with 18+ calculators, local data processing only, no tracking, offline access as a PWA, no signup, and supports 8 global currencies.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    CalcIQ screenshot 1
    CalcIQ screenshot 1
    CalcIQ screenshot 2
    +4
    CalcIQ screenshot 3
    5 alternatives
  9. Brixx icon
     1 like

    Easy to use cloud financial plan software . We provide you with all the tools you need to plan, test and grow your business.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Brixx screenshot 1
    13 alternatives
  10. Flexible Tools for DIY Wealth Management . The platform where you take control of the most important aspects of your financial life! Ripsaw® is a user-friendly set of tools for do-it-yourself, efficient wealth management.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Ripsaw Wealth Tools screenshot 1
    Ripsaw Wealth Tools screenshot 1
    Ripsaw Wealth Tools screenshot 2
    +5
    Ripsaw Wealth Tools screenshot 3
    32 alternatives
  11. monetr icon
     1 like

    monetr is a budgeting application based on the now defunct banking/budgeting app Simple. Allowing you to automatically put aside funds for specific expenses and goals while giving you a "free-to-use" amount to make it easier to understand what you can actually spend.

    Cost / License

    • Free Personal
    • Open Source

    Platforms

    • Online
    • Software as a Service (SaaS)
    • Self-Hosted
    Funding Details
    Expense List
    Transactions
    5 alternatives
  12. Financial Fate is a new and revolutionary do-it-yourself software product that forecasts your individual or family’s future financial position as well as portrays the impact of your financial decisions.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Windows
    153 alternatives
  13. ProjectionHub is a web application that helps entrepreneurs create financial projections without Excel. Our tool is a simpler alternative to the complex and confusing spreadsheet templates that most business owners and advisors use to create projections.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    ProjectionHub screenshot 1
    ProjectionHub screenshot 1
    ProjectionHub screenshot 2
    +2
    ProjectionHub screenshot 3
    2 alternatives
  14. eFinancialModels provides a marketplace to share financial model templates powered by industry know-how. Skilled financial modelers may share or sell their financial model templates via its platform. The spreadsheet templates are industry specific and include financial plans...

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    eFinancialModels screenshot 1
    1 alternatives
  15. Make change happen with Shift by rounding up daily transactions to the nearest dollar and saving those round ups towards important financial goals in your life.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    7 alternatives
  16. Forecasting for Startup Business. Personalized. Affordable. Easy. MapMySuccess is a unique forecast, analysis, and simulation platform for small business entrepreneurs.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    Project Details
    Share your forecast and analysis report
    Simulation platform
    +3
    Visually attractive, appealing, intuitive, and easy-to-read forecast and analysis report
    2 alternatives
  17. X4Planner icon
     Like

    X4Planner is a financial planning platform that transforms bank statements into financial reports, dashboards, and strategic insights in minutes.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    X4Planner screenshot 1
    X4Planner screenshot 1
    X4Planner screenshot 2
    +2
    X4Planner screenshot 3
    51 alternatives
  18. PlanArmory uses AI to generate complete, investor-ready business plans in under a minute. Get market analysis, financial projections, competitor breakdowns, and PDF exports, no MBA required.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    PlanArmory screenshot 1
    25 alternatives