The concept behind the program lies in grouping expenses and income into categories. This is useful because one can see where money is going and how much is spent at a single glance, without the need to examine the reports. The system of categories is designed as a tree that may have the unlimited number of sub categories. Each category may fall into sub categories, each of which may further fall into more sub categories. Additionally, expenses and income can be grouped by family members, payee and assigned special tags. This allows the user to see the flow of money in general and then drill down into details.
- Synchronization between multiple devices (Android, iOS and Windows PC).
Several users can work with a single database and sync changes over the Internet using Dropbox cloud service. Users can work with a single file from several computers at the same time (on the network).
- Entering recurring data with a single click
You can enter recurring transactions very quickly, simply type first few letters and select a transaction from the list of frequently used transactions, and then the program fills data to all fields of the form. No need to enter the same data over and over again.
- Password protection and user accounts
You can protect the database with a password. No one can see the details of your financial life. Several people can work with the database. It allows you to track users who create transactions, protect transactions from changes with a password and hide them from other users.
The program supports an unlimited number of currencies. Initially, the list already contains almost all currencies of the world, plus precious metals. Also you can add your own currencies, including "virtual" ones, i.e. you can keep track of money and other things (metals, petrol, units of measurement). Exchange rates can be downloaded from Yahoo servers.
This is the main way of separating transactions in the program. You can create any number of accounts, such as credit cards, bank accounts, cash, electronic money, etc. Accounts may be grouped.
- Categories, family members, payee, projects and tags
The program offers many features for organizing transactions – division by categories, family members, payee and projects. Each transaction can be defined with many tags.
The scheduler lets you create recurring transactions automatically. These transactions will be created automatically, without any user intervention, or with his confirmation, if needed.
Tracking debts and credits. You can borrow and lend money, and it will be displayed in the program. To repay debts, you can use any account and any currency.
Do you own a phone and a tablet? Or you want to track expenses with your significant other? Monefy fits the best. You can safely synchronize data between devices using your own Dropbox account. Create or change records, add new categories or delete old ones and they will be right away present on another device!
Key features which make tracking enjoyable and powerful:
1. Intuitive and easy to use user interface. No redundancy
2. Add new records extremely fast
3. See your spendings distribution on the nice and informative chart or get detailed information from the transactions list
4. Manage categories, if defaults do not work for you
5. Be safely synchronized using your own Dropbox account
6. Choose the report period
7. Select the currency
8. Use budget mode
9. Backup and export data in one click
10. Passcode protection
11. Several accounts support
13. No ads
Supported languages: English, Chinese, Spanish, Italian, German, Korean, Portuguese, Russian, Ukrainian, Polish, Croatian, Turkish
Monefy Pro without any restrictions could be found here - https://play.google.com/store/apps/details?id=com.monefy.app.pro
Find more information on our website - http://www.monefy.me
Google Plus - https://plus.google.com/b/113033072053344730494/communities/112283249675442772631
Facebook - https://www.facebook.com/pages/Monefy/632478933465457
MONEYWIZ 2 FOR ANDROID WILL COME SOON.
Have all your accounts, transactions, budgets and bills in one place. See forecasts & reports. Import easily from other software. Always have your data in sync between multiple devices with SYNCbits. This is MoneyWiz!
"Best Finance App"
— The Telegraph
"Best Money-Saving App"
— The Independent
HOW MONEYWIZ IS BETTER?
• Connects all your money management needs into one convenient place
• Automatically keeps data consistent across multiple devices
• Available for multiple platforms. Visit our website for details.
• Gives you beautiful reports in full screen
• Intuitive and uncluttered design makes it joyful to use MoneyWiz
Put all your accounts in one place. It's the best way to keep your money organized.
• Create various types of accounts, including a cash (wallet) account
• Register expenses, incomes, adjust balance and transfer money between accounts
• Real accounts reconciliation
• Make split payments
• Multi-currency support
• Import your bank statements from CSV, OFX, QFX and QIF files
• Smart auto-completion for quick transactions entry
• Sort, filter and search transactions
• Checkbook register
Set budgets and pay down your debt. MoneyWiz will monitor the budgets for you, and let you know when something's about to go wrong.
• Create custom budgets
• Expenses are automatically assigned to the correct budget
• Alerts for low and exhausted budget
• See budget progress, daily allowance and remaining days
• See the transactions that make up each budget
Never miss a bill again. MoneyWiz will remind you for any scheduled transactions that are due to be paid.
• Plan expenses, incomes and transfers
• Manage recurring transactions, like bills and salary
• See it all on a beautiful calendar
• Quickly access forecast for any day on the calendar
Thorough reports with beautiful interactive charts will show you everything you need to know about your money.
• Full screen reports
• Export to PDF and CSV
• See transactions that form a report
• Save reports locally into MoneyWiz
• All kinds of reports - NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called SYNCbits
• Automatic synchronization - you don't need to do anything manually
• Immediate sync - do something on one device, and see it happen on all others within seconds
• Works over 3G and WiFi
• Optimized for less data traffic
• Totally secure
• Optimized for Landscape & Portrait work
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• Build-in calculator and currency converter
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours
We know that one needs a lot of discipline to keep track of his daily expenses and revenues. Therefore, a mobile app for finance control is better suited than a notebook, since the phone probably will be in your hands at the time of purchase. In addition, this finance app provides custom reports by transaction group and participants. Reports can be displayed on the device screen or can be easily exported to Microsoft Excel spreadsheet. The app also brings a financial brief screen, which allows you to identify what you are spending your money on.
Starting with version 4, Personal Finances App lets you scan documents with your device's camera. This option is very useful for storing important documents as proof of payment of alimony, etc..
Suggestions for improvements are welcome.
100% FREE – full features, no hidden charges or in-app purchases
Expense manager has the following great features:
• Tracking expenses and incomes by week, month and year as well as by categories
• Multiple accounts in multiple currencies
• Schedule the payments and recurring payments
• Take a picture of receipt
• Payment alerts
• Budget by day, week, month and year
• Search and reports
• Import and export account activities in CSV for desktop software
• User chooses to auto backup on Dropbox, Google Drive and SD Card backup
• Customize expense categories, payer/payer, payment methods, date format, white or black background, button style etc
• Account transfer
• Auto fill
• Convenient tools such calculator, currency converter, tip calculator, sales and tax calculator and credit card calculator
• Developer support
Internet Access is used to retrieve currency exchange rate.
Camera permission is used to take picture of receipt.
Account permission is used to for Google Drive data backup
SMS permission: it parses the SMS message from bank automatically and save the record in the app.
All data save on your phone or your personal cloud account. Nobody but you can access your account.
Thanks for the help from:
Emilio Blanco for Spanish translation.
Christian Glass and Manuel Gruber for German translation.
Michel Graciano, Gustavo de Freitas Leite and Ricardo Gomes for Portuguese translation
Cerrato Renaud for French translation
Please email question and feature request directly to developer.
Follow the stocks you care about most and get personalized news and alerts. Access real-time stock information and investment updates to stay on top of the market.
Income statements, earnings dates, and more: tap "View more data" to access extended company data at a glance.
*Add stocks to your watchlist to get real-time stock quotes and personalized news
*Find all the financial information you need with sleek, intuitive navigation
*Go beyond stocks and track currencies, bonds, commodities, equities, world indices, futures, and more
*Take advantage of new interactive graphs with pinch-to-zoom
*Sign in to view your Web portfolio on-the-go
*Follow all the stocks you care about by searching for the ticker and tapping the star icon.
*Turn your device sideways to interact with full screen charts
What people are saying:
"Newest update a home run! The newest update adding the portfolios have made this a great app....... I highly recommend it!" - Lon McCarty
Tell us what you think:
We are committed to building the best mobile experiences and would love to hear your feedback.
Let us know your thoughts here: https://yahoo.uservoice.com/forums/269132-us-finance-mobile-android
Note: By clicking "install" you consent to the installation of this app and updates to this app in the future. This app can be uninstalled at any time.
★★★★★ "Now I know where my money is disappearing to, thanks to Toshl...” — BBC
★★★★★ “ Toshl is simple to use and organizes expenses in a streamlined manner. If you use multiple smartphones running on a variety of platforms, you will really love Toshl. ” — The Next Web
★★★★★ Winner of The Europa award 2013 for Best Commerce, Finance or Payments Startup
Toshl Finance is a personal finance manager made fun. Find out where your money is going, keep on top of bills and spending, set up budgets and live easy with a financial peace of mind.
It's intuitive, safe, private, designed with character and attention to detail. Toshl is like your personal financial advisor that's with you all the time. Except it's less awkward in bed. ;)
★ Expense tracker
- track expenses and incomes with ease
- incredibly quick & intuitive expense entry
- set up repeating expenses and incomes to organize your bills
- export your expense reports into PDF, Excel, Google Docs and CSV
★ Budget keeper
- easy and versatile budgeting
- track spending and make budgets for specific tags
- compare the rate of your spending with the time of the month
- one-time budget, daily budget, weekly budget, bi-weekly budget, monthly budget, yearly budget
- move remaining funds to the next budget
- learn from your budget history
★ Bill organizer
- reminder for your bills as they become due
- plan family bills for upcoming months and know how much your family can spend
- note when you need to repay your loans
★ Travel companion and currency converter
- works with any currency
- track your spending and budget your travel
- convert foreign currencies
- daily updated exchange rates for top 160 currencies
- enter custom exchange rates
★ Finances on multiple devices
- automatically syncs with multiple devices and toshl.com
- access your personal finances from anywhere, just log in
- track family finances with other family members in the same account
★ More graphs & backup on toshl.com
- manage your finances on the big screen
- visualize your finances with infographics
- your data is automatically backed up and saved
★ Keep it safe and private
- use a passcode to lock the app
★ Toshl Pro
The Toshl Finance app is free to use, but there are more features and capabilities available with Toshl Pro that can be purchased within the app.
Toshl Pro - $1.99 monthly subscription
Toshl Pro - $19.99 yearly subscription
- multiple budgets
- multiple monthly incomes & repeating incomes
- more export options (PDF, Excel, Google Docs & monthly email reports)
- more cool graphs on the web
- search on the web
Not to mention all the positive karma points you get for supporting the development of Toshl Finance. ;)
★ Ahead of Mint, Pageonce, EasyMoney, Expense Manager
Use Toshl, track your money spending and save money with ease. Compare it with other finance managers and budget apps like Expense Manager, My Budget Book, EasyMoney, Mint, Pageonce, Mint.com, Daily Money, Spendroid, You Need a Budget, Money Manager and enjoy the ease of use and security in Toshl Finance Expense Tracker.
Why is Toshl Finance better than Mint, Expense Manager, Pageonce or EasyMoney?
- Mint.com only works in the US and Canada, Lemon.com, Pageonce only in the US,
- less cluttered, prettier and easier to understand than Mint.com, EasyMoney or Expense Manager
- Mint.com is only available on Android and iOS, EasyMoney and Expense Tracker on Android, but Toshl Finance is available on Android, Windows Phone, iOS, MeeGo, Symbian with cross-platform sync
- friendly Toshl Monsters to make finance fun and quirky!
With Mobills, all your expenses and income are categorized and presented in Graphics and Reports hat help you analyze your financial life, being easy to manage your daily expenses.
The Financial Manager Mobills is a complete option for those who want to organize and plan their spending. The revenue and expenditure system works simply as an automated financial spreadsheet with a simple and intuitive interface. Mobills has several very complete options being a great place to control your expenses, credit cards and monthly expenses. Easy to use and with a simple interface, any user can manage your daily expenses without having to be experienced in economics.
• Quick and easy ways to record all your daily expenses.
• Interactive graphics that quickly analyze your spending.
• Synchronization with http://app.mobills.com.br (Permission INTERNET)
• Toolbox for consultation and quick registration costs
• Filter by category, payment method and period
• Import SMS Santander, Itau, BB (READ_SMS Permission)
• Expenses by geolocation (ACCESS_COARSE_LOCATION Permission)
• Monthly Statement by categories
• Planning with goals and budgets
• Alerts by e-mail accounts payable
• Integrated credit card Control
• Shared Financial Tips by our users
• Attach File and photos expenditure and receipts (WRITE_EXTERNAL_STORAGE Permission)
Join our communities and pages on social networks !!
Community Google+: http://goo.gl/URYhYg
Google+ Page: http://goo.gl/hpRIRu
A little more about the Mobills the best app for financial control and planning daily expenses
You can add all your bank accounts and to set goals of spending by budget overflow reminder option, we offer extract options, report and chart to let you knowledgeable about your spending.
Attention: The application with all features is paid! You will use 15 days as Premium user. After the 15 days some functionality will be blocked! it has a free version you will have limited functionality! Access http://mobills.com.br to take any questions!
Get instant alerts to suspicious charges posted to your accounts.
BillGuard tracks your spending, protects your cards from fraud, and helps you save money with simple budgeting that actually works.
★ "Best Android Apps of 2014" - Google ★
★ "Best Apps To Manage Your Money" - CNN ★
★ "For spending analytics and advanced alerts on possible fraudulent activity, nothing beats BillGuard." - iMore ★
NEW! ID PROTECTION
BillGuard now includes identity theft protection powered by Experian, the largest U.S. credit bureau.
If you're an Experian ProtectMyID® member, login to BillGuard using your ProtectMyID® credentials and you'll begin receiving credit and identity alerts right in BillGuard.
TRACK your spending:
✔ Powerful spending meter and budgeting at a glance.
✔ Know exactly what you’re spending, by category.
✔ All your charges, intelligently organized in one Smart Inbox.
✔ Get notified on new purchases. Nothing sneaks through!
PROTECT your cards from fraud and unfair charges:
✔ New! Location-based fraud alerts notify you if your card is used at a store or ATM when you're not there.
✔ Data breach alerts tell you when a hacker may have access to your cards.
✔ Suspicious charge alerts, powered by millions of diligent consumers.
SAVE money with smarter tech:
✔ Found an unfair charge? Ask the merchant for a refund with a tap.
✔ $60+ million in card fraud and grey charges found since 2011.
✔ Bite-sized, real-time budgeting.
DOING MONEY RIGHT
“The best money management app I’ve tried, by far. Monitors every expense and makes me feel 100% in control.” - Jessica, Chicago, USA
“Beautifully designed money manager and budgeting app. I saved $500 by simply tracking my charges more carefully.” - Pedro, San Francisco, USA
"Probably the most beautiful personal finance management app ever built!" - Mani Karthik, SuperMoney
Q: Does BillGuard support my bank and credit card?
A: Almost certainly. BillGuard works with thousands of credit and bank accounts, including Lloyds TSB, RBS, Barclays, NatWest, Halifax, Barclaycard, Nationwide, Capital One, and PayPal.
Can’t find your account? Email us: email@example.com and we’ll try to add it!
Q: How do I get started?
1. Download the BillGuard app.
2. Securely connect all your accounts to track and get alerts.
3. Swipe your new charges.
✔ All Clear! That’s what in control feels like.
Q: My card issuer already warns me to fraud. Why do I need an app also?
A: Banks and card issuers catch less than half of credit card fraud - the rest is up to us! If you find a bad charge on your bills, you'll get your money back, but you need to find it first. That's where we come in.
Try BillGuard. If you're like most people, you'll immediately find charges you weren't aware of!
Q: How does BillGuard keep you secure?
A: BillGuard establishes a read-only, secure connection to scan your transaction history.
1) Bank-level security to ensure your data is kept private and secure.
2) No one - not even you - can move money with BillGuard.
3) Passcode so that only you can open the app.
Have feedback or an idea for a feature?
We’d love to hear from you! Please contact us with any questions or feedback. We're always listening at firstname.lastname@example.org and @BillGuard on Twitter. Also on G+ at https://plus.google.com/+BillGuard
** Power user? Join our beta group! **
Enjoy the newest versions before everyone else, get behind the scenes info and influence the upcoming features. Apply here: http://goo.gl/kbNGVz
IT’S EASY TO GET STARTED
• A money manager app shouldn't cost you. Install the free Mint app and easily sign up.
• Securely connect your financial accounts
• Mint automatically organizes your expenses and financial accounts and creates a budget so you can save more
KEY MINT FEATURES: MANAGE YOUR MONEY ANYWHERE, ANYTIME
• See all your personal finance accounts in one place: checking, savings, 401k, and credit cards
• Automatically categorize banking and credit card transactions
• Charts and graphs show you at a glance where you’re spending money (tablet only)
• Track your cash, credit cards, and checking accounts so you are able to budget and save more with Mint
• Never miss a payment again! You can set up bill reminders and bill alerts to help you stay on top of your expenses.
• Manage your budget to better understand your transaction patterns. Spend your money better to achieve your financial goals.
• The Trends feature helps you track your credit cards, cash, spending, income, and net worth over time
• View your personal finances offline. The app stores information from your latest download so you can still review your bank accounts, track credit card spending, and see when your bills are due. (tablet only)
• Get bill alerts and bill reminders in the form of email or text alerts that notify you of upcoming bills, bank fees, low bank account balances, unusual credit card activity and more
• Set up financial goals such as saving up for a trip, paying off debt, or buying a car and receive expert advice on budgeting and distributing your paychecks in your checking and savings bank accounts
• Get your truly free Credit Score as part of your complete financial picture
• Get expert advice to help you save on banking fees, credit cards, home loans and more
SAFE AND SECURE
• We’re obsessive about security and protect your data with the same 128-bit encryption and physical security that banks use
• We safeguard Mint with your own 4-digit PIN so only you can view your account. If your mobile device is ever lost or stolen, you can delete all your account information remotely
• Mint comes from the makers of TurboTax® and Quicken®, trusted by millions every year with their most sensitive data
SYNCS WITH MINT.COM
Always have access to your account from your phone, tablet and the Web. Your information automatically syncs across devices so you have your latest account information at your fingertips.
WHY OVER 20 MILLION PEOPLE TRUST MINT
Tech Times: Save Money in 2015: Here are the Best Money Management Apps (2015)
Android Connections: Best Personal Finance Apps of 2015 for Android (2015)
Kiplinger’s: 10 Great Saving Money-Saving Apps (2014)
PC Magazine: 50 Best Free iPhone Apps for 2014
Marie Claire: 20 Apps you won’t be able to live without (2014)
Money Magazine: Best Finance Tool For Budgeting (2014)
Wired: The Best Apps for Budgeting Your Cash (2014)
Time: 50 Must-Have iPad Apps (2014)
PC Magazine: "Editors Choice" (2013)
Winner, Webby Awards 2013 and 2014 (People’s Voice)
Note that Mint currently connects to US and Canadian financial institutions only.
Mint has been brought to you by Intuit, the makers of TurboTax, QuickBooks, Mint Bills, and Quicken. Check us out at http://www.intuit.com
To learn how Intuit protects your privacy, please visit https://www.mint.com/how-it-works/security/policy
When you download and use Mint, you agree to the Mint Terms of Service https://www.mint.com/how-it-works/security/terms
• Stock with real-time, after-hour, pre-market quotes
• Technical charts
• Track your portfolio with shares and cost
• Stock option chain
• Market overview with indexes, funds, ETF, etc.
• Financial news from major news sources
• Currency portfolio, converter and news
• Commodity futures
• Economic Indicators
• Stock, portfolio, currency and commodity widgets
• Expense Manager
• Hot Deals
• Loan Calculator
• Compound Interest Calculator
• Retirement/401k Calculator
• Tip Calculator
• much more
Financial Calculators consists of more than 100+ formulas which are broadly classified under four major categories,
***Who can benefit most?***
People from all walks of life, from students, stockbrokers and bankers; to realtors, homeowners and household managers etc.
--Supports phones and tablets
--Supports multiple languages
--Simple and easy to use
If you like our work and want an ad free version kindly check out the paid version at:
Thanks for supporting us and please do leave us your valuable comments for improvements.
This app allows you to record your expenses easily. Optionally you can assign a category to your expense in order to get detailed statistics and helpful insights.
- Simple Design
- Record expenses
- Assign categories
- Manage monthly overheads
- Manage categories
- Set a monthly limit
- Homescreen widget for even faster usage
- DashClock Integration
- Expense History
- Spreadsheet Export
- Group your expenses by week, month or year
- Backup/Restore Feature
- Record incomes (In-App purchase)
- Detailed Stats (In-App purchase)
- Expense Distribution (In-App purchase)
Send feedback to the developer inside the app.
For CSV export
The main goal of this application is to help users control money quickly and easily.
As a rule, money ends at the most inappropriate moment, and then it is very difficult to remember: where and when you spent a rather large sum. It is difficult to understand, how much money left your pocket for health, education, entertainment, etc. It is more difficult to save a large sum for a vacation or to buy a house. This application will help you to supervise your expenses and reduce them.
You will be able to control any quantity of wallets and accounts in different currencies using personal financial manager. You will be able to save up money for any of your dreams.
We recommend to create limits (budget) on expenses for a month/day/any period. It will allow you to understand the difference between the actual and planned expenses. If you keep within a limit then you will control your money flows completely.
Finance PM is your personal accountant in your pocket, personal financial manager in your phone or a tablet.
What will the user receive, after downloading this application?
- Unlimited attention to your wishes and recommendations
- Convenient and functional interface
- Reliable support
... and also:
- Management of any quantity of accounts
- Opportunity to add, edit and delete operations on wallets: income, expenses, transfers
- Editable tree of categories, adjusts it for yourself (!)
- Opportunity to add new currencies
- Opportunity to adjust periodical (recurring) operations
- The application will be precise on how much money you owe or somebody owes you
- Protection of your personal information by password
- Possibility to synchronize data on several devices
- Possibility to create templates operations
- Import and export data
- Export data to XLS
Our money management application will satisfy all your needs!
Finance PM is your personal money savior.
Loved by the Press & Featured in Google Play:
• Top Developer (2011-2014)
• Best Apps of 2013
• Google Staff Picks (2011-2013)
• Google Editor's Choice (2011-2012)
• Best 100 Android Apps of 2013 - PC Magazine 2013
• "Cadillac of money management apps" – CNN Money
Our app keeps your bills, money, & budget in check:
• Get reminders when bills are due and pay them on the spot or schedule bill payments in advance with 1 easy click
• Conveniently pay bills with a bank account or credit card*
• See & track all your bills, accounts, & cash in one centralized place from your mobile device
• Receive alerts when cash is low and credit limits are near
• Take action on alerts & notifications from your wear device
• Add the Mint Bills widget to your home screen for one-tap access to your bills
The Mint Bills app pays your bills on time so you never stress about missing a bill again, paying overdraft or late fees, or exceeding your monthly budget – we’ll remember so you don’t have to. No stamps, no phone calls, no late fees, no hassle.
The Mint Bills mobile app keeps it all together in once central place. Personal finances & budgeting can get complex - with multiple credit cards, bank accounts, insurance accounts, and numerous bills to keep track of, it’s too easy to overdraft, miss a bill payment or exceed credit limits. With our app, you never have to worry because you’ll always know exactly where you stand with your personal finances.
Our Triple Layer Security ensures your information is safe & secure.
1. Bank-Level Security: Our app is armed with the same 128-bit encryption and physical security standards as your bank. The app is also verified and monitored by third party security experts such as TRUSTe, McAfee, Hacker Safe and Verisign.
2. In-App Security & Remote Data Destruct: Safeguard app access with a personal 4-digit PIN, so only you can view your account. If your smartphone is ever lost or stolen, delete all your account information remotely with one easy click.
3. Real-Time Alerts: If the app notices any large purchases or unusual charges in your account, you’ll be notified immediately via real-time push messages & emails.
It’s easy to get started:
1. Download the app
2. Securely connect your personal finance accounts to get reminders & alerts
3. Relax while the app stays on top of it all, for you!
* Transaction fee applies
We support thousands of banks so you can track your cash flow, including Bank of America, Capital One, Chase Bank, Wells Fargo Bank, Citibank, and more! You can monitor all of your personal finance accounts, stay on top of your money, budget, see cash balances, mortgages, loans, bills, and keep track of interest rates & finance charges.
We also support credit unions like USAA (bank/credit card & insurance), and Navy Federal Credit Union, as well as all the most popular credit cards such as Discover, American Express, Capital One, Citibank, and Chase. You can also track insurance providers such as State Farm Insurance, GEICO, and more!
Mint Bills is provided by Intuit Mint Bills, Inc., an authorized delegate of Intuit Payments Inc. in Washington State.
Personal Capital is on mobile, tablet and now Android wearable devices. It is the only wealth management and investing tool you'll ever need.
“2014 CNBC Disruptor 50 List” – CNBC
"Best 5 Free Apps to Invest Smarter" – CNN
“Time Magazine's 50 Best Websites” – Time
“Best Online Tool to Track Your Investments” – Forbes
“Staff Pick” (2013, 2014) – Google Play
“Personal Capital not only lets you see everything all at once, but makes it easier to manage that money as well.” – Fast Company
★A 360° View of Your Financial Life. Link your investment accounts for free using Personal Capital for a complete picture of your personal finances. At a glance, you can see your checking & saving accounts, credit card spending, and investment performance. The first step to living a better financial life is having all your accounts in one place.
★Manage Your Money. Control your spending and finances with interactive cash flow tools that allow you to budget and see if you are spending more than you are making. See detailed income and spending by category and drill down into a category to see the transaction details.
★Track Your Investments. How’s the market doing? More importantly, how are YOU doing? You can track your investments by account, asset class or individual security. Compare your portfolio against major market finance benchmarks using the Personal Capital “You Index” and stay on track to meet your investing goals. Install one of the 2 “You Index” widgets to track daily market and individual holdings movement. Know where you stand when it comes to your wealth and investments.
★Asset Allocation Review. Built-in investment intelligence will review asset allocation and uncover opportunities for diversification to help you make smarter investing decisions.
★Portfolio Checkup. Could your portfolio be working harder? A quick portfolio checkup can potentially save thousands on expensive mutual fund fees.
★Get Help Meeting Your Financial Goals. On the road to success in your personal finances, it helps to have a guide. As a Registered Investment Advisor, Personal Capital can provide objective investing advice tailored to your goals. Talk with us if you want, how you want. We’ll assign a personal wealth management advisor to discuss your personal finance needs.
★Bank Level Security. Use with confidence. Our two-step remote authentication process builds in an extra measure of security to verify your identity and your device, so you can manage your money and finances remotely, knowing your data is safe.
★Get Started Now For Free. Linking your accounts is simple– we integrate with over 10,000 financial institutions like Fidelity, Schwab, PayPal, Wells Fargo, and thousands of local and regional credit unions. It takes just a minute to download the finance app and discover a superior way to manage your money and invest smarter.
★How We’re Different: People + Technology. Finance and tech experts built Personal Capital to provide a comprehensive and objective wealth management solution for people with complex financial lives. Our software helps you keep track of your short- and long-term money – for free. And our advisors can provide unbiased investing advice and can help you invest in a customized portfolio based on your life and goals.
★Android Wear: Get relevant and timely updates on your finances whenever and wherever you need it most. With Android Wear, get daily notifications at market close on the performance of your portfolio and how it performed against major market indices. Swipe to see specific gainers and losers in your portfolio.