Product | Price | Overall Rating | Connectivity | Budgeting | Reporting | Personal Investing | Noteworthy Feature | Best For | Options & Functionality | Bank & Credit Union Accounts | Credit Card Accounts | Investment & Retirement Accounts | Works on PC & Mac | Browser-Based | Mobile Apps | Budgeting Simplicity | Online Bill Pay | Budget Alerts | Track Remaining Budget | Copy Budget to Next Month | Goal Tracking | Net Worth Overview | Spending Reports | Cash Flow Reports | Personal Investing Reports | Tax Reports | Export to Tax Program | Portfolio Overview | Track Performance | Display Asset Allocation | Compare Portfolio to Market | Track Fund Fees | Retirement Goals | |
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Quicken Premier | View Deal | 4.5/5 | 8.3 | 10 | 10 | 10 | Portfolio X-Ray | Investment Management | 100% | 100% | ✓ | ✓ | ✓ | - | - | ✓ | 100% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | PC Only | ✓ | ✓ | ✓ | ✓ | PC Only | ✓ | ✓ | ✓ |
Moneydance | View Deal | 4/5 | 8 | 8.3 | 8 | 6 | P2P Lending Accounts | Reporting | 80% | 85% | ✓ | ✓ | ✓ | ✓ | - | ✓ | 100% | ✓ | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | ✓ | - |
Buxfer | View Deal | 4/5 | 10 | 7.5 | 5 | 4 | Links to PayPal | Forecasting Budget | 100% | 70% | ✓ | ✓ | ✓ | ✓ | ✓ | Android, iOS & Windows | 100% | - | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | ✓ | - | - | - |
Quicken Starter | View Deal | 4/5 | 7 | 9.5 | 7.8 | 1.3 | Snap & Store Receipts | Simple Budgeting | 100% | 100% | ✓ | ✓ | - | PC | - | ✓ | 100% | ✓ | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | ✓ | - | - | - | - | - | - | - |
Banktivity | View Deal | 3.5/5 | 7 | 7 | 9.3 | 4 | Apple Watch App | Reporting | 90% | 80% | $ | $ | $ | Mac | - | iOS | 100% | ✓ | - | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - |
CountAbout | View Deal | 3.5/5 | 9.8 | 5.8 | 5.5 | 3 | Customizable Categories & Tags | Simple Budgeting | 100% | 80% | Premium | Premium | Premium | ✓ | ✓ | ✓ | 80% | - | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | - | - | - | - |
Mvelopes | View Deal | 3.5/5 | 9.8 | 6 | 5.5 | 1 | Financial Coaching | Envelope Budgeting | 100% | 80% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 75% | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - | ✓ | - | - | - | - | - |
Moneyspire | View Deal | 3.5/5 | 7 | 7.5 | 5.3 | 6 | Print Checks | Paying Bills | 75% | 75% | Plus | Plus | Plus | ✓ | - | iOS | 80% | Plus | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | ✓ | - | ✓ | - |
YNAB | View Deal | 3.5/5 | 8 | 7 | 4.8 | 1.3 | Works with Amazon Alexa and Apple Watch | Budgeting | 75% | 65% | ✓ | ✓ | - | ✓ | ✓ | Android, iOS & Amazon Echo | 100% | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | - | - | - | - | - | - | - | - | - |
BankTree | View Deal | 3.5/5 | 7.5 | 5.3 | 6.3 | 9 | Supports Multiple Currencies | Investment Management | 75% | 80% | $ | $ | $ | PC | - | ✓ | 70% | - | - | ✓ | ✓ | - | ✓ | ✓ | ✓ | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | ✓ | - |
iFinance | View Deal | 3/5 | 6.3 | 7 | 5.5 | 3 | Apple Watch App | Tracking Multiple Budgets | 65% | 80% | ✓ | HBCI support required | ✓ | Mac | - | iOS | 80% | German banks only | ✓ | ✓ | ✓ | - | ✓ | ✓ | ✓ | - | - | - | ✓ | ✓ | - | - | - | - |
MoneyLine | View Deal | 3/5 | 6.3 | 4.8 | 6.3 | 2 | Transaction Management | Simple Budgeting | 75% | 80% | ✓ | ✓ | ✓ | ✓ | - | - | 90% | - | - | ✓ | - | - | ✓ | ✓ | ✓ | ✓ | - | - | ✓ | - | ✓ | - | - | - |