Track assets and liabilities
Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.
Showing 21–40 of 1,000 ranked alternatives.
Rocket Money
Track expenses, cancel subscriptions, save
Track monthly expenses and avoid overdrafts. Cancel forgotten subscriptions and lower through negotiation. Create personalized and set savings goals. Automate savings transfers and monitor financial progress.
PROINVEST WEALTH MANAGERS PRIVATE LIMITED
Track investments and view portfolio updates
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
8FIGURES Inc.
Track portfolios, analyze risks, invest wisely
Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.
T4 Software, Inc.
Track net and update balances
Track net with customizable screens for updating financial information. Log expenses and view spending history. Monitor account changes over time. Manually enter transactions without automatic web imports.
THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
View accounts, track performance, pay premiums
View investment account performance and transactions. Review insurance policy details. Make premium payments for life, disability, and long-term care plans. Set up autopay to ensure timely payments. Access contact information for financial advisors.
M&T Bank
Bank quickly and get back to matters.
The app allows users to access accounts, view balances, and track spending. Users can move money swiftly by sending funds with Zelle, depositing checks, and transferring money between accounts.
Pelican State Credit Union
View accounts, loans, and cards anytime
View accounts, loans, and credit cards. Check balances and analyze transactions. Apply for loans and deposit checks via camera. Reset passwords for online and mobile access. Manage transactions and set up alerts. Sync with Apple Health.
YouQian
Pay bills without ads
Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.