Top Personal Finance Software and Tools in 2017

Portfolio Management And Accounting Software
Mprofit is one of the best portfolio management and accounting management software for investors, traders, advisiors, corporates, family offices and CAs to manage your stocks, MFs & other assets.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

A comprehensive accounting software
Tally.ERP 9 is India’s leading business management software for GST, accounting, inventory, and payroll. It is economical and one of the most popular ERP software solutions available in the industry, used by 11 lakh businesses. You can download free version of Tally.ERP 9.
import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

MARG ERP 9+ Inventory & Accounting Software

500+Centers for Training & Support, 6 Lakh+ Users
MARG is amazingly simple and fastest Inventory and Accounting Software for small businesses and it handle multiple customers by allowing to hold current invoice. It is economical and one of the most popular ERP software. It's an complete solution from Purchase planning to Balance Sheet.
import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Busy Accounting Software

The Complete Business Management Software for SMEs
BUSY is the complete accounting software for small and medium businesses. It has been allowing SMEs across geographies, industry verticals and customer division such as FMCG, Retail, Trading, Manufacturing, Distribution and Service by helping them manage their business efficiently.
import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

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QuickBooks

Software BY Intuit Inc
QuickBooks is a simple online software for business owners to make informed decisions. You can run your business with QuickBooks Anytime, Anywhere.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

ProfitBooks

The next generation Online Accounting Software
ProfitBooks is a simple and fastest business accounting software for small businesses. It lets you create beautiful invoices, track expenses and manage inventory without any accounting background.
import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Billing, Accounts and Inventory Management
HDPOS is the best accounting software. It has ease of use and nice interface. It is a Windows based Billing, Inventory Management and Accounting Software and it easly Install on single computer or multiple Terminals.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Zipbooks

Cloud Based Accounting & Inventory Software
ZipBooks is very simple and easy to use cloud based accounting and inventory software designed specifically for small businesses. It enables you to streamline your financial operations and increase productivity. You can get access to all essential accounting, inventory, sales and purchase features.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Arthayantra

Software BY Arthayantra
ArthaYantra is an online financial planning firm dedicated to make unbiased, holistic and high quality financial advice accessible to everyone. The financial advice offered by ArthaYantra connects all aspects of financial planning and helps individuals take holistic and merit based financial decisions to achieve their life goals.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

RetailGraph

For Retail Stores & Chains
RetailGraph is a complete Retail Store Management Software that offers small and mid market retailers a complete point-of-sale solution that can be adapted to meet unique requirements. Simple & easy to use that even a novice can work on it.
import_contacts
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

HomeBank

Software BY HomeBank
HomeBank is free personal finance software for your business. Which help you to manage your personal accounting. Personal finance management software allows the keeping and tracking of detailed expenses, income, assets, and other budget-related categories.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Invest Plus

Software BY Ideas Infotech
InvestPlus - personal finance software helps you in managing all your accounting, investments and income tax related requirements. Personal finance management software has different modules like Personal Accounting, Assets Management, Loan Management, Investment Management, Income Tax Preparation, Personal Organizers etc.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Wave Personal

Software BY Wave Accounting Inc.
Wave Personal 100% free personal finance software that helps you stay on top of your income, expenses and investments, fast. Manage your personal finances and household budgets better, for free! Secure, cloud-based personal finance management software.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

FAMS for Accounting

Software BY Foison Technology Solution PVT LTD
FAMS is an personal accounting software that provides you all the functionality related to accounts & personal financing on a single platform. Accounting is the process of identifying, measuring and communicating the economic information of an organisation to its users for the correct decision making. This system identifies transactions and events of a specific entity.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Easy Life

Software BY Adit Microsys Pvt. Ltd.
EasyLife Professional is very good personal financial software solutions to maintain life insurance records and very easy to keep personal information like lockers, land & other assets. It is one of the best personal finance management software to manage family finances.
Installed
Onetime
Download Brochure
Customisation
Mobile
Saas
Web Based
Web Based and
Installed
Api
Both (SAAS & One time)

Page Last Updated On 06/11/2017 11:39



What is Personal Finance Software?

Personal finance software can help to deal with yourcredit cards and investments, bank accounts as well as your income and expenditure, all in one place on your smartphone or PC. When you are managing money and family budgets, it is necessary to have the right personal Accounting Software which helps you to understand where personal spending takes place and how it can be adjusted with your budget to live a better life. Deciding on which personal finance management software to choose can be a difficult and confusing task. Financial Management Software functions like a dashboard for your money which helps you to track your transactions and alert you when problem arise.

Features of Personal Finance Software

The most useful personal finance management software will provide you with plenty of user-friendly features, so that you can deal with all parts of your accounts. The Key features of Personal finance accounting software are:

  1. Account Balances & Transactions: Initially personal finance software shows the balances of all records that you decide to track. As purchases and payments are entered into the software, the personal accounting software automatically reflects accurate account balances.
  2. Ease of use: The software is easy to use and simple to track transitions, get detailed report and set up accounts. Along with it, the ability to import data from various formats also contributes to ease of use.
  3. Banking & Billing: With this feature you can manage all your savings, credit card, checking accounts, loan and mortgage accounts. In order to make wise money decisions, you need to access to online banking, a bill pay service and tools that you can use to import all account data from your bank, including transactions.
  4. Personal Investing: Personal Investment options allows you to plan for retirement, debt relief, oversee collection costs and other financial objectives. Personal finance management software provides you with tools to manage bonds, stocks, mutual funds etc.
  5. Reporting: Financial reports preferably contain profitable data from years of money management. The personal finance accounting software supports pie diagrams and line graphs to show income, personal investing and other transactions. With this data, you can see where your cash is going and also helps get essential information of deciding where to cut back in order to save. Same as cloud based Online Accounting Software make the entire system of financial transactions transparent by keeping a tab on them.etc
  6. Track Spending: The biggest advantage of personal finance software is the capacity to track the spending. All the little uses can truly add up and keeping eye on spending is the first venture to cut back and spare cash. Many projects offer versatile access to users so that they can access their records as and when they want and make more informed decisions.

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