Best Personal Finance Tools (2023)

Backed by Y Combinator, Soon uses OpenAI to reimburse your daily spending with crypto gains. Soon is simple, stress-free, and fully automates portfolio selection, money transfers, buying, selling, and taxes. Soon can produce strong returns in any market.

You can easily scan and organize all your receipts on your mobile device. Take a photo of your receipt and our app will automatically sort receipts by company

We were sick of endless Venmo requests and money fights with our significant others, so we built something better. Tandem imports expenses from your cards and allows you to seamlessly track, share, and automate expenses with your partner. Available on iOS.

BillSplit is the easiest way to split & track bills between colleagues on Slack. You can split equally or unequally and track the amount you owe & you are owed in one place. Use it with your colleagues for your next tapri visit or an office party. 🎉

If your therapist designed a money management app, Allo is what you’d get. What makes it so unique is its holistic approach meant to soothe and reduce your anxiety, while guiding you on reflecting and improving your relationship with money.

Kudos is a free shopping extension that helps you pick the best card at checkout on over 2 million sites and doubles your rewards across 15,000 partners. Plus, Kudos helps you complete your checkout in seconds!

Snowball is a powerful portfolio tracker made for modern investors 💰 Track all investments in one place - stocks, funds, crypto, custom investments 🌐 Made for investors everywhere - multiple exchanges and currencies 🤓 Beautiful and powerful analytics

Live your values. View & compare 15,000+ company sustainability ratings, analyze the impact of your decisions with your Karma Score, offset your shopping carbon footprint & earn cashback for sustainable shopping. Data and tools that make sustainability simple.

Bllng helps businesses accept Crypto with one simple link. Create a checkout link 🔗 ➡ Share it 🌐 ➡ Accept Crypto 💲 ➡ Withdraw funds 🎉 ➡ More on the Web App (click the "Visit" button above ☝️)

Lumio stands up for the everyday financial heroes - those supporting the financial wellbeing of themselves and others in their lives - to empower them to find financial peace of mind with an AI-driven, hyper-personalised, fully automated money management app.

Your financial future, in your control! Track all of your accounts in one place, simulate scenarios, get advice from qualified financial advisors and much more. All for a transparent, flat monthly price. No percentages or hidden fees!

Simplify Your Student Finances. Enjoy the time of your life instead! This intuitive tracker offers a range of features to help you manage your budget: full expense tracker, alert system for overdue payments and analytics dashboard. Control your finance today!

Track and pay your debt obligations on time with Notion Debt Tracker and Maintain a Perfect Credit Score. Our debt tracker is the ultimate tool for anyone who wants to pay off their debts in time using the snowball method and achieve a debt-free life.

Ever wondered where you could have the best life quality for the best price? This is the question we like to answer at MoveNation. You work hard for your money - Make them last long! Few investment hacks beat moving arbitrage.

Monitor and manage your expenses by keeping track of your bills, payments, and due dates with ease. Avoid late fees, track your payments on time, and improve financial management.

Are you tired of feeling overwhelmed by your finances? Introduce Juta, the personal finance tracking app that makes managing your money easy and stress-free!

Add your stock options, choose the plans that you want to compare and see a personalized breakdown of the tax implications and potential net gains. There are plans for early exercising, what an IPO could look like, potential outcome of a secondary sale & more!

Monse is a privacy-friendly personal finance app. Automated and secure, available on web, iOS and android. Connect your bank accounts, and track your crypto and stock portfolios. Your data stays yours, we never share it with third parties.

You own thousands of digital assets. What would happen to these assets if something happened to you? Noni allows you to plan and manage what should happen to your digital assets and who should manage them in case of your death or incapacity.

Keep encrypted digital copies of your papers in the cloud accessible from anywhere. Find the one you need in seconds. Send it to the printer, email or messaging app.

Tickertape is an investment analysis tool that provides up-to-date market information, powerful analysis tools, rich insights & allows users to make market transactions. It helps investors make data-driven decisions to achieve their financial goals.

Effortless expense and income tracking for your small business. Intelligent receipt and invoice scanner powered by AI, organization, reports, and more.

Are you struggling to keep track of your finances? Look no further than our Notion's budget tracker! Our budget tracker is the ultimate tool for anyone who wants to master their finances and achieve their financial goals.

Save money creating sinking funds and track your progressive contributions and savings with Notion Sinking Funds Tracker. Contribute money on time and stay on track to reach your savings goal with this minimalistic Notion Sinking Funds Tracker.

Fina's simple interface allows you to connect accounts, categorize transactions, and track custom metrics. Want to know specific things like: "How much money have I actually spent at Starbucks this year??" Just ask! Flexible financial management has arrived🧙

With seven primary features, you can easily track your income, expenses, subscriptions, wish list, accounts, financial statistics, and access log in a secure and organized manner.

This Notion template helps you keep track of all your subscriptions. You'll have an overview of this month's and next month's payments and the monthly and annual total of all payments.

Our bot is trained on NYT best selling book The Psychology of Money. Ask your questions and it’ll answer like Morgan Housel!

Manage and track your Finance in one place and Take Control of Your Finances with the Notion Finance Board Template.

Create professional-looking invoices in minutes. You can also create estimates, record expenses, manage clients, and view reports. Available for iOS, iPadOS, and macOS. For Small Businesses, by a small business.

Expense manager - the intuitive, easy to use app that helps you keep track of your expenses. 🏷️ Use labels (predefined and/or custom) to describe a transaction. 📈 Easy to see how much you spent on a very specific thing or a broader category 💰

Take control of your financial well-being with the Emotional Finance Tracker Notion Template. Track income and expenses, set savings goals, understand your spending triggers and reflect on your latest transactions. Cultivate a healthy relationship with money!

NoFi is an automated personal finance template. It integrates with Plaid to sync your financial accounts in real-time with your Notion workspace. You can view your account balances, set a budget for specific categories, and view your monthly cash-flow.

Discover your spending habit in extreme detail! Notion Personal Finance Assistant is a personal finance system designed to plan & track expenses and report your financial performance as detailed as your expense pattern per 3-hours.

Setting up a business for you side project is a smart thing to do but it can be hard and complicated. This tool helps you estimate costs and taxes instantly so you don't have to spend hours on the phone.

Athena gives you the tools to make informed investment decisions with an easy to use interface. - The AI-Powered chatbot assists you with Price analysis, Portfolio analysis, Market trends, News digests and much more!

Introducing Subbi! Keep track of expenses & subscriptions effortlessly, all for FREE! 💸 Never miss a bill again, stay organized, and plan ahead with this handy tool.

Introducing our easy-to-use money tracking app! With its simple functionality and beautiful interface, it's never been easier to manage your finances.

instatab is a free and user-friendly app that makes tracking and splitting expenses with friends and family effortless. No more trying to keep track of who owes what, or figuring out how to split expenses - instatab does all the work for you.

Empower your financial journey with Personal CFO. Gain insights, make informed decisions, and achieve goals. Manage money effectively with intuitive features and a user-friendly interface.

The "OpenAI Expenses Checker" Chrome extension is a faster and simpler alternative to using a website. With the extension, you can access expense tracking directly from your browser, saving time and eliminating the need to navigate a separate site.

Ask questions and get answers from an AI chat assistant trained on a vast knowledge base from credit card points and rewards enthusiast communities.

The next-gen of investing is here - bringing together curated short-form videos and market deep dives. Get an instant feel for the market, track specific stocks and discover new ones - all in one slick UI.

Resolution Builder is a tool that helps you achieve your goals more effectively. It includes to-do lists, progress trackers, finance tracking tools, and more. By tracking your progress and focusing on key areas, you can achieve your objectives more quickly.

Shareholder Vote Exchange is the world's first marketplace for shareholder voting rights. Sign up today to generate extra income from your unused shareholder votes.

Calculate net worth by adding stocks, crypto, assets, and liabilities in any currency. Our system updates your net worth with live prices. Utilize our retirement calculator and scenario planning for your retirement age!

THIS budget calculator, my friends, is loaded with features. Depending on how you think about budgeting for a home, this calculator has an option that matches your brain. Then it recommends properties in your area and in your budget for each scenario.

Our app allows you to track your expenses, make a plan for your income and set and achieve your financial goals.

Filter and find the bank that suits you best.

Transform your finances with Notion Finance Tracker. Crystal-clear clarity, automated tax calculations, Jar system for allocations, subscription tracking, and more. Empower your financial journey today!

The Goose Financial is a platform for migrants with no US Credit to find financial services that will service them. We aim to create a world where creditworthiness and financials are borderless.

Seamlessly track your income, expenses, subscriptions, and more with intuitive precision. Manage your yearly milestones, monthly budgets, or daily expenditures. Gain insights at a glance and maintain control over your accounts effortlessly.

Track your expenses and income, master your budget with our automatic update of the remaining budget. Gain insights into your net worth automatically calculated, and achieve your financial goals, with this fully customizable Notion template.

Earn your black belt in Finance Tracking. Track your incomes & expenses, set monthly budgets & financial goals, track your subscriptions, see the balance for each account and so much more... Less uncertainty & chaos, more clarity & progress.

Discover the ultimate solution for Effortless Money Management with the Simple Finance Tracker💵. Say goodbye to confusing stats and overwhelming columns. Experience clear and concise finance tracking.

Track expenses, set goals, assess affordability, sync effortlessly with 13k banks. Gain peace of mind with real-time visibility and informed decision-making. Committed to our mission to relieve financial anxiety: first fintech app to offer free 1 year trial ✨

Are you looking for a budget tracker to track your income, expenses and goals to stay organized with your budget? Track your income, expenses and financial goals with Budget Tracker, the ultimate solution for simplifying your financial management.

Take control of your finances with this Notion template! Track your income, expenses, and budget in one place. See where your money is going and make changes to reach your financial goals. Easy to use and customizable. Get started today!

Empower your financial journey with Finance Brain. Seamlessly manage accounts, automate transactions, track income & expenses, taxes, subscriptions, and goals. Unlock clarity and control over your finances

Drowning in subscriptions? Meet Subs! Your all-in-one tool for managing subscriptions. Get push notifications about due dates, keep track of spending, and never be surprised by payments. Subs makes managing your subscriptions as easy as breathing.

Join FAM: a community to connect with fellow travelers saving up for the same vacation. Understand your travel goals, and generate AI-powered budgets within seconds.

PocketGuard is here to help you see all your money in one place and give simple answers to difficult budgeting questions. Track all your accounts in one place, analyze spending habits, and create a budget to achieve your financial dreams.

We empower financial companies to embed high quality human+AI-powered financial advisory into their offerings - unlocking new revenue, building stronger relationships with their users, and offering a higher level of service with holistic financial planning.

This Notion Subscription Organiser template is designed to keep your subscriptions organized and acquire a better knowledge of your subscription spending habits

This Notion Template helps you manage and track all your Finances including Accounts, Incomes, Expenses, Subscriptions, Debts, Financial Goals and Financial Overview seamlessly without any hassle.

With the Expense Tracker template, you can easily track your daily expenses and clearly understand your monthly totals.

We help you boost your savings, so you can shape your future. Earn 5% APY on your savings or chase luck every Friday with our innovate Prize-linked account.

Quick and simple tool that will analyze your finances and help you plan to achieve financial freedom. No matter where you are in your financial journey, Nudge will guide you to effectively save and spend to reach your goals. 6 Month Free Trial Details Below!

Dolcent is Your All-in-One Finance Companion for Effortless Financial Management. Beautifully Designed with a User-Friendly UI. Manage Income, Expenses, and Budgets in 140+ Currencies. Completely Free – No Paywalls, No Ads.

Keep your Personal Finances under control, have all your Expenses registered by Category, with a Performance Chart versus your Budget, in addition to having an Annual Balance.

On the app, kids get access to a rich educational and game library to boost their financial skills while learning to manage their own money. Parents also get tools to save on behalf of their kids, monitor their money habits and encourage financial learning.

It's simple and clear financial tracker that helps you save money or plan a budget for a long time. If you have holdings in different banks, you can track progress by using Plan! Statistics. PIN code. Privacy. Synchronize across all Apple devices

Discover financial clarity with our Notion Expense Tracker. Designed for simplicity and efficiency, this template ensures that you'll never lose track of your spending again. From daily expenses to monthly budgets, gain insights into your financial habits.

💸 Introducing Trading Bro GPT Plug In! 🔥 Unlock 20+ premium financial data sources and financial news for FREE 💡 Improve your stock performance effortlessly! Ask questions like, "Why did Unity's stock price surge?" and get expert insights!

Plan and organize your subscriptions with this Notion Template. Control how much you pay for each service, the date of the last and the next payment, and graphically follow the Completed Time.

Take charge of your expenses with Protowallet - the ultimate AI-powered expense tracker! Open-source and community-built, it's loaded with premium features other apps charge for. Own your data, break free from paywalls, and export anywhere!

Valo is a platform that redefines your investing journey by giving you rewards for every investment. It also tries to connect you closer to your investment by making it easier to track and connect with the trader to make your trading journey happy.

Managing your precious metals is complicated, but we make it simple by providing an easy and intuitive mobile app and all the metrics, analytics, and reports that keep you on top of your precious metals portfolio.

Balance Pro is a personal finance app that helps you manage your money. Enter your transactions into the checkbook register or keep track of your bills and get notified when they're due. Balance Pro is available on the App Store, Google Play, and on the web.

Expen6: Simplify group expenses, split bills & settle debts effortlessly. Create groups, track expenses, split costs & settle up. The ultimate app for seamless expense management.

Percento is designed to help lazy people build personal finance habits. With a clean net worth overview, you can focus on what's important, while minimizing effort to keep track of all your money accounts, as well as syncing stock and cryptocurrency prices.

Upload invoices in bulk, and extract meaningful data points - - Date - Invoice Number - Seller, Buyer Names, Registered Business Addresses, GST/VAT numbers - details of products/service and HSN/SAC numbers - Taxable amount and taxes Download as Excel/CSV

Hi everybody! I am indie dev of Monetal - a powerful and user-friendly tool designed to revolutionise the way users manage their finances, helping them gain control over their financial life. Monetal is completely free app: no-Ads, no In-App purchases. Enjoy!

Introducing Balancey, the app to promote mindful spending through personal budgeting. - Individual budgets - Track income and expenses - Personalized insights - Shared expenses - Split reports - Web & mobile access

We created a user-friendly and robust investment tool. Our algorithm ranks companies and our experts summarize investment best practices described in academic studies to make stock investment accesible to everyone.

FINARKY is a portfolio tracker that shows your Personal Rate of Return (PRR), i.e., the APY of the equivalent savings account. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions.

Finances can be overwhelming. Not knowing where to start or avoiding finances altogether. This template helps you save time creating a tracker, so you can focus on getting your finances in order.

Profit is a privacy-focused portfolio performance tracker for macOS and iOS with on-device calculations.

"What should I be paying myself?” is one of the most common questions founders ask, and getting solid data is tough. We surveyed 750 founders worldwide to find the answers you need, including salary ranges, averages, and distributions.

Easy to update interface, built in alerts & high-level dashboard provides a clear overview of all your subscriptions, including costs, renewal dates, and categorization, ensuring you never miss a renewal or overpay for a service you no longer need.

The Optimal Finance System provides all the tools you need to take control of your finances. From tracking your income, expenses, and subscriptions to establishing budgets and savings goals, this system has it all!

No more fiddling around documents and links. Use Edgar to track financial performance of your favorite companies across the S&P 500.

We all know financial planning is such a crucial thing to do in order to reach financial freedom in the future. That's why we decided to create a pre-made template to fill up those needs. Through this template, we also aspire to make the process more doable.

getquin is the ultimate investment tracker and analysis tool. 📈 See all your stocks, cryptos, and any other asset in one place. 💵 Gain insights with portfolio analysis and dividend planners. 🤝 Learn with a growing community of investors.

Voura is the investment account that rewards you. We're the first automated robo-advisor that gives you a 1% match on every dollar and access to monthly sweepstakes just for investing. Invest on autopilot and earn.

Split expenses with friends, track balances in groups or individually, and settle up using integrated payment apps. Itemize receipts from images, import expenses via file upload, and connect bank accounts and credit cards for hassle-free daily expense imports.

Uniflow is a decentralized data management platform for money and data management. We believe that if you want to be a successful and independent entrepreneur first you need to take control of your life so you can be successful in your venture.

No need to struggle with many finance apps anymore. With DimeOS, everything is in one spot, making it easy for you to stay relaxed, confident, and in charge. Transform Notion into a truly all-in-one system to manage your entire freelance process.

Splitser is the No 1. app to split, settle and pay all your group expenses. It’s the best pick for groups of friends, families, couples, roommates, travellers, colleagues, clubs, unions, fraternities and sororities, teams, etc.

Upload your boring tax return and we'll show you exactly what's going on. We'll also automatically generate smart recommendations that will help you save money on taxes. All for free!

Introducing CoinMD, your personal financial doctor. After filling out your user profile and a short quiz, CoinMD's proprietary algorithm will diagnose your financial pain points and give you innovative ways to solve your financial problems.

Answer a few questions to build your personalised financial & investment plan. The plan covers everything from insurance to mutual funds to gold to PPF to tax saving. Backed by extensive research, built by experts and 100% free for you!

The couples finance app to see all your accounts, communicate about finances, and tackle to-dos together. See all your accounts and balances in one place, communicate with emojis, and tackle to-dos together. Try Tango Money today!

now on Android too Dive into your finances with Manage Your Budget! Get monthly insights, effortless categorizing, and crystal-clear budgeting. Seamlessly track and master your spending in one touch, bringing clarity and control to your financial journey.

Let's get your life organized. Whatever event or milestone you reach, BluBinder's got your back with our online binder platform to help you on life's biggest financial journeys.

A must-have tool for investors seeking to navigate both bear and bull markets intelligently and profitably. Service offers real-time alerts for insider trading activities. Secure instant notifications for sales in your portfolio & noteworthy insider purchases.

Sound Advice is a mobile app designed to make building wealth accessible for today’s generation. We believe money is for everyone. Including you.

Receiptcamp is a simple & private, personal receipt manager. You can manage your expenses with the app by uploading images into the app which you can then search for, export as PDFs or excel spreadsheets & more.

Plan, track, and control your finances with the ease of a spreadsheet. Dive right in with our elegant Excel-like layout, no learning curve required. Less is more. The simplest app to get the most out of your finances.

Unlock the power of informed investing with Stockhubs! Get real-time metrics, engage in verified shareholder discussions, combat misinformation, and earn rewards. Your connection to companies you believe in.

There are two great options here: to make it as easy as possible to add subscriptions and find them in the app store. It supports over a hundred different currencies, extensive customization options and no annoying notifications.

Shillings is a financial app that tracks and forecasts personal finances. It offers insights on spending, income, and investments, with tools for budgeting and financial goal-setting, enabling efficient financial management and planning

Introducing Kwilio Bills App, a smart and intuitive tool designed to help you manage your bills with ease. With this app, you can track your expenses, set reminders for due dates, and even categorize your bills for better financial management.

Generate a professional-looking personal financial statement in minutes. Guided, easy-to-use form. Instantly download in PDF format.