For example, clients will have access to a financial roadmap tool that can help them stick with major financial goals. What to look out for: Some tools are exclusively for Empower advisory clients. It also has a fee analyzer tool that reviews hidden fees for mutual funds, investment accounts, and retirement accounts. With the Investment Checkup feature, you can check your current portfolio allocation alongside an ideal target allocation to minimize risk and reduce volatility. You might find the Empower Personal Dashboard appealing if you want to use a well-rounded platform that also helps monitor investment accounts. Why it stands out: The Empower Personal Dashboard is another software tool that's available through a mobile app or website. Sign up for Quicken Deluxe Best for tracking investment accounts: Empower Personal Dashboard This offer is only available for new memberships. Right now, most plans (excluding Quicken Starter) have a 40% discount for the first year if you sign up by January 8, 2023. Regular pricing for Quicken plans varies from $3.49 per month to $9.99 per month. If you have a business or prefer more robust features, like priority customer support, you may fare better with Quicken Premier or Quicken Home & Business. What to look out for: Quicken Deluxe primarily focuses on basic finances and investments. Quicken Deluxe also has a"what-if" tool that lets you see potential scenarios when you make certain investments or loan decisions. Usually personal finance software programs only have monthly budget plans. You'll also be able to create a 12-month budget. With the program, you'll be able to connect and keep track of bank accounts, investment accounts, loans, and credit cards. It's available for download for Mac and Windows computers. Why it stands out: Quicken Deluxe is a desktop software program. Sign up for Mint Best for a detailed budget: Quicken DeluxeĬost: $4.99 per month ( 40% off, or $2.99 per month, if you get a one-year plan by January 8, 2023) Also, be aware that there's a one-time $9 fee if you select a payment plan instead of paying upfront. What to look out for: If you agree to use the bill negotiation feature, you'll be charged 40% of what Billshark saves you for the service period. Mint also lets you create individual savings goals and has a bill negotiation feature through its partnership with Billshark. You'll be able to set up a budget and set spending limits for specific categories. The platform will split your expenses into categories and provide insights into your spending. You'll start by linking bank accounts, credit cards, investment accounts, loans, or mortgages to Mint. Mint is easy to use and has many money management features to help get control of your finances. Why it stands out: If you're a beginner looking to manage your finances primarily through an app or website, Mint is a great choice. Best for beginners learning to manage money: Mint Here are five excellent options you might consider if you're searching for personal finance software. Best for a hands-on approach: Google Spreadsheets.Best if you like filing your taxes independently: TaxAct.
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