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Personal Finance Software

Some Personal Finance Software differ depending on feature support, software code and development transparency, mobile app features, import methods, monetization model, privacy, and data storage practices.

Financial software is divided into two broad categories:

  • Money management
  • Tax preparation programs

Personal finance software offers:

Budgets

Sets spending limits and manages your cash flow.

Banking

Pay bills electronically on time, print checks and reconcile account balances.

Planning

Monitor and pay debts, calculate major living expenses, forecast retirement needs, and perform calculations.

Invest

Get stock quotes and track your portfolios.

Reports

Print summaries and charts of your finances for review.

Taxes

Exports financial data to tax preparation software.

Personal finance software allows you to do:

  • Planning: Get tax advice on retirement, wealth plans, investments and small businesses.
  • Import: Allows you to transfer financial data from other software programs.
  • Forms: Access federal and state forms.
  • Reference: The latest IRS publications inform you about the rules and regulations.
  • Deductions: information on detailed deductions applicable.
  • Error Checks: Review returns for miscalculation.
  • Online filing: confirmation of receipt of electronically submitted tax returns, as well as status updates.

With this software you can keep track of your finances for free with a notebook and pen, or an Excel spreadsheet. But the tedium of doing it could make mistakes and make you give up. Personal Finance Software organizes your daily financial life in an easy-to-understand way at a glance and automatically updates much of your data. Even if you use a Certified Financial Planner (CFP) or a Financial Advisor, these experts focus on the big picture, not your everyday money. Therefore, Personal Finance Software remains key to following your financial life.

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