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
     28 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
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    +3
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    318 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
    31 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
     3 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
    50 alternatives
  6. XCubes icon
     2 likes

    Multidimensional spreadsheet for financial simulation, planning, reporting, marketing analysis etc.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Windows
    • iPhone
    • iPad
    XCubes screenshot 1
    XCubes screenshot 1
    XCubes screenshot 2
    +4
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    5 alternatives
  7. NXT60 icon
     1 like

    NXT60, short for Next 60, projects your daily bank balance for the next 60 days based on your real income, bills, spending, and debt payments. No budgeting categories, no spending tracking, no bank connections. Just a clear view of your future cash flow.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • iPhone
    • iPad
    See What's Coming.   A 60-day forecast of your real bank balance
    Catch Problems Early.  Know exactly when your balance will run short
    Edit Anything Instantly.  Tap, Change, Done.
    +4
    What if?  Test any scenario before it happens
    6 alternatives
  8. 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
  9. 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
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    +2
    Usefirst screenshot 3
  10. 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
  11. DayFive icon
     2 likes

    Tracks revenue, costs, and profit in real time while automating expense tracking, managing subscriptions, and simplifying accounting for any business.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Xero
    • Online
    • Software as a Service (SaaS)
    Upload invoices and drawdown from purchase orders
    Create a purchase order reflected the same as your invoice and spread over the duration correctly
    Select the spread option and have it automatically hit the books accurately
    +1
    Track everything through reporting
    15 alternatives
  12. 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
    16 alternatives
  13. SubsKeepr icon
     1 like

    SubsKeepr helps you track, manage, and optimize all your recurring subscriptions in one dashboard to prevent overspending and forgotten payments.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
    44 alternatives
  14. 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
  15. 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
  16. 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
  17. 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
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    +2
    ProjectionHub screenshot 3
    2 alternatives
  18. 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
  19. 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
  20. YourFinancialModel.com is a free online tool that helps early-stage founders and students build professional 5-year financial forecasts in minutes.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Your Financial Model overview
    6 alternatives