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
     26 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
    271 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
    28 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
    18 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
    46 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. 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
    6 alternatives
  9. 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
  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. Plika FP&A icon
     1 like

    Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    Plika FP&A screenshot 1
    Plika FP&A screenshot 1
    Plika FP&A screenshot 2
    +5
    Plika FP&A screenshot 3
    12 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
    1 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. 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

    Platforms

    • Online
    Home Page
    FIRE Calculator
    Net Worth Visualization
    +2
    Asset Tracking
    1 alternatives
  18. LaunchPlan is smart and simple business plan software that helps entrepreneurs and startups turn their ideas into action. Using tutorials and examples, the app walks through each step of writing a business plan and automates financial forecasts.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
    • Online
    • Chrome OS
    • Software as a Service (SaaS)
    LaunchPlan screenshot 1
    LaunchPlan screenshot 1
    LaunchPlan screenshot 2
    23 alternatives