Best Personal Finance Software Programs
We've reviewed our current top Personal Finance software programs, and compare their main features below.
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Quicken Deluxe 2012 |
Mvelopes |
Moneydance 2011 |
Checksoft Personal Deluxe |
You Need A Budget 3 (YNAB) |
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| Prices |
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| CD / DOWNLOAD |
$59.99 |
$7.90/month |
$39.99 |
$29.95 |
$59.95 |
| Discounted Price: |
$39.99 |
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| Rating |
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| Overall Rating |
8.5 / 10 |
8.0 / 10 |
8.5 / 10 |
8.0 / 10 |
8.5 / 10 |
| Interface / Navigation |
8.5 |
8.5 |
8.0 |
8.0 |
8.5 |
| Ease of Use |
9.0 |
8.5 |
8.5 |
8.0 |
9.0 |
| Extent of Features |
9.0 |
7.75 |
8.5 |
7.75 |
8.5 |
| Help / Guide Functions |
8.5 |
8.5 |
8.5 |
8.0 |
8.5 |
| Customer & Technical Support |
8.0 |
9.0 |
8.5 |
8.75 |
9.0 |
| Value for Price |
8.5 |
7.5 |
8.5 |
8.75 |
8.0 |
| Features |
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| Envelope Budget System |
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| Web Access |
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| Mobile / iPhone Access |
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| Accounts Overview |
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| Automatic Transaction Retrieval |
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| Balance/Reconcile Accounts |
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| Categorize Spending |
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| Create Budgets |
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| Process Bill Payments |
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15 free/mth |
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| Set Transaction Reminders |
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| Schedule Recurring Transactions |
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| Generate reports/graphs |
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| Scan & Save Receipts, Docs |
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| Print Checks |
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| Design Custom Checks |
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| Multi-Currency Support |
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| Mark Tax Deductible Expenses |
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| Export to Tax Prep Software |
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| Portfolio Analyzer |
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| Stock Quotes Download/History |
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| Financial Planners: |
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| • Retirement Planner |
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| • College Planner |
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| • Debt Reduction Planner |
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| • Car Maintenance Planner |
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| Financial Calculators |
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| Unique Budgeting Methodology |
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| Free Trial Available |
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| Compatibility |
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| Windows Vista |
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| Windows XP |
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| Windows 2000 |
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| Macintosh |
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| Linux |
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| Assistance & Support |
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| E-mail |
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| Phone |
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| Chat Support |
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| Online FAQ's & Forums |
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| Online Manual |
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| Money Back Guarantee |
60-day |
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90-day |
30-day |
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More Info |
More Info |
More Info |
More Info |
More Info |
* Extra fee applies
¹ Separate Mac version available.
1. Quicken Deluxe 2012
Main Benefits. Comprehensive package with in-depth features. My Savings Plan is a great savings tool, keeping you on target for the month. Financial Planners help you achieve mortgage, college and retirement savings goals and Debt Reduction Planner helps you get out of debt.
Quicken Picks finds online discounts and coupons at your favorite websites.
2. Mvelopes
Main Benefits. Envelope-budgeting system. Web-based so users can access their financial information anywhere with an internet connection, including mobile/iPhone access. Connects to over 14,000 financial institutions. Automatically downloads transactions daily.
Up to 15 bill payments free per month.
3. Moneydance 2011
Main Benefits. Runs on nearly any operating system: XP, Vista, Mac, Linux.
Provides online bill pay, investment portfolio tracking and prints checks.
Offers extensive multi-currency support and translates into other languages such as Spanish, French, German.
4. Avanquest Checksoft Personal Deluxe 12
Main Benefits. Simpler package offering same main features as competitors.
Allows custom check design and extensive, free of charge technology support is available.
Includes 150 free personal checks & five checkbook kits.
5. You Need a Budget (YNAB) 3
Main Benefits. Applies unique budgeting methodology to traditional envelope budgeting system, ensuring you only spend money you have already earned. Runs on Adobe AIR so can be used with Windows 7, XP, Vista, Mac or Linux operating system.
Provides straightforward tools for reducing debt quickly. Offers free scheduled coaching sessions on use of the program and budgeting issues. Free e-course provided. Great budgeting program for personal finance management beginners.
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Finance Software Store is an affiliate site always looking to bring you the best personal finance software and small business accounting software products at the best prices available, from Intuit Quicken & QuickBooks, Peachtree as well as other merchants. We're continually updating our site with the latest products, reviews and comparisons and looking for the cheapest and lowest prices, special offers and discounts on financial software.
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Compare Personal Finance Software