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Best Personal Finance Software Options

When it comes to managing your finances, having the right tools at your disposal can make all the difference. There are countless personal finance software options available, but not all of them are created equal. In this article, we'll explore some of the best options on the market and highlight what makes each one unique.


If you're looking for a comprehensive personal finance tool, PocketSmith is the way to go. This platform allows you to link all of your accounts in one place, making it easy to track your spending, budget, and plan for the future.

One of the standout features of PocketSmith is its forecasting capabilities. The tool uses data from your accounts to predict your future cashflow and help you make informed financial decisions. PocketSmith also offers a robust set of budgeting tools and investment tracking features.

For a more in-depth review of PocketSmith, check out our PocketSmith review.


If you're interested in investing in real estate, Fundrise is a great option. This platform offers access to private real estate deals, making it easier to diversify your portfolio and potentially earn higher returns.

Fundrise's approach to real estate investing is unique in that it allows you to invest in private deals that would typically only be available to institutional investors. Additionally, Fundrise offers low fees and a user-friendly interface.

For a more in-depth review of Fundrise, check out our Fundrise review.


Chime is a game-changer when it comes to online banking apps. This platform offers a suite of features designed to help you save money and manage your finances more efficiently.

One of the standout features of Chime is its automatic savings program. With this feature, Chime rounds up your purchases to the nearest dollar and deposits the difference into your savings account. Chime also offers fee-free overdraft protection and early access to your paycheck.

For a more in-depth review of Chime, check out our Chime review.

Monarch Money

If you're always on the go, you'll appreciate the convenience of Monarch Money. This mobile app is designed to help you manage your finances no matter where you are. Monarch Money is unique because it offers users access to a Mastercard debit card that is linked directly to their Monarch Money account.

With Monarch Money, you can track your spending, create a budget, and set financial goals. The app also allows you to round up your purchases and invest the difference in ETFs. Additionally, Monarch Money offers a high-yield savings account with an APY that's well above the national average.

For a more in-depth review of Monarch Money, check out our Monarch Money review.


SigFig is a powerful tool that offers free financial advice and management. This platform uses data analysis to provide personalized investment recommendations based on your financial goals and current portfolio. The tool also offers automated investing for those who prefer to be hands-off with their investments.

SigFig's robo-advising tool helps users manage their investment portfolios efficiently by automating tasks such as rebalancing, tax loss harvesting, and dividend reinvestment. Additionally, SigFig offers an easy-to-use mobile app for tracking your investments on the go.

For a more in-depth review of SigFig, check out our SigFig review.


Whether you're looking to manage your budget, invest in real estate, or simply track your spending, there's a personal finance tool out there that can help. While there are countless options available, we've highlighted some of the best in this article.

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