Track expenses, set goals, learn finance
Check wellness score and receive a personalized action plan. Track progress as action steps are completed. Interact with Aimee™ for guidance. Set goals and monitor improvements over time.
Showing 121–140 of 1,000 ranked alternatives.
The Accel Group LLC
Link accounts, create, and track financial plans
Create and follow a personalized financial plan by linking accounts for comprehensive insights. Track 10 themes of financial wellness, identify gaps, set goals, and receive guidance to improve financial health.
Community Financial Resources
Set financial goals and track progress
Create a personalized financial action plan by selecting tasks from categories like Goal Setting or Credit Building and setting target dates. Track progress, ask a coach questions, and celebrate achievements with MoneyGoals.
Arsenal Credit Union
View accounts, deposit checks, pay bills, transfer
View all accounts with single sign-on. Check balances, deposit checks, control cards, pay bills, transfer funds, and chat with representatives. Set up alerts and manage transactions.
Round Feather, Inc.
Plan, save, and invest wisely
Track expenses, set budget limits, and receive personalized financial guidance. Monitor retirement savings, manage debt, and learn about employer benefits. Set goals and view progress reports to improve financial well-being.
SAFRA NATIONAL BANK OF NEW YORK
Manage accounts and track expenses
View account balances and transaction history. Transfer funds between accounts. Schedule payments and set spending limits. Receive alerts for account activity. Access customer support and manage notifications.
Envestnet Financial Technologies, Inc.
Track expenses, portfolios, and manage accounts
Account balances, transaction history, and portfolio details. Set up recurring transfers and bill payments. Receive alerts for account activity. Access investment performance reports and communicate with financial advisors.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.