Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
Showing 161–180 of 1,000 ranked alternatives.
Ketan Gondaliya
Track income, expenses, and transactions
Track income, expenses, and credit/debit transactions. Create and manage accounts. Record transactions offline. Generate reports and view financial summaries. Set budgets and monitor spending. Sync data across devices.
What's a Mortgage, Inc.
Track expenses, save, and plan for home
Track account balances, view transactions, and monitor net worth. Set and adjust budgets. Access mortgage preparation tools and financial goals. Sync data across devices and receive alerts for spending trends.
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.
Newtek Technology Solutions, Inc
Track balances, transfer funds, deposit checks, protect
Track account balances and review financial statements. Transfer funds between accounts securely. Submit check deposits via camera. Access recent transactions instantly. Use fingerprint or face ID for secure access.
Financial Enterprise Ltd
Income, expenses, and net worth
Income, expenses, assets, liabilities, and net worth. Create budgets and forecasts with customizable detail levels. View consolidated or detailed financial summaries by week, month, or year.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Crunch App Ltd.
Track expenses, manage budgets, monitor net worth
Track expenses, manage budgets, and monitor net worth in real time. Link accounts from 18 UAE banks for consolidated financial overview. Support multiple currencies with customizable base currency settings.
OneEleven, Inc.
Track expenses, set goals, and coach
Track expenses and budget with category-based spending insights. Set goals and receive progress updates. Access educational videos on personal finance topics. Receive personalized advice from virtual coaches.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.