The cost of the software ranges from $229 to $299 for the first year, with lower rates for subsequent annual renewals. Individual users can choose from three package tiers: Basic, Advanced and Deluxe. WealthTrace is a financial planning program that both individuals and advisors can use. The app works on both mobile and desktop, so it might also be good for someone who wants to manage their finances on the go.įees $229 – $299 for first year $169 – $249 for renewal Best For Individuals looking for more in-depth analysis Smaller advisory firms that want plenty of support Still, it’s got a good user interface that’s easy to navigate, and it’s great for users who are mainly interested in tracking their spending and keeping on budget. You also can’t pay your bills through the software. Mint is more focused on basic budgeting and money management than it is on investing. Aside from it being a great budgeting tool, it has a plethora of money management tools that you can also use,” says Brian Meiggs, founder of millennial finance site. “Mint is an incredibly popular online personal finance tool that’s great for all kinds of users.
Tracking all of your bank and credit card accounts in one place There’s a lot you can do with Mint, including:
Best financial software financial planning institutions free#
Mint is one of the most popular free financial planning tools on the market.
Fees Free Best For Existing Intuit customers Anyone with multiple bank accounts