Your 5 Top Software Options For Personal Bookkeeping

With personal bookkeeping software costing anything from zero dollars up to as much as 100 per year, it’s important to know your needs and limitations before you invest.

Inadequate financial tracking software can lead to financial headaches, overspending, poor money management, and ultimately, unfulfilled financial goals. A relatively small investment in the appropriate software can have a substantial positive impact on the health of your finances.

The major player at this end of the personal bookkeeping software spectrum is Quicken, one of the best-known and most frequently used money management tools on the market.

Quicken (Mac & PC)

Quicken appeals to both those who need guidance with personal budgeting and those with large investment portfolios to manage. Quicken also has an incredibly user-friendly mobile app for around-the-clock convenience.

Personal Capital

Personal Capital creates summaries of your spending, net worth, and most importantly, your investment portfolio.


Advanced features allow you to track the stocks and bonds on the market and you can set the software to update the value of your portfolio daily.

With Mint’s mobile app users can easily access their overview spending, account trends and cashflow, view alerts and updates, and characterize transactions.


Swipe Up

for more finance, business, and real estate advice

Read More

Personal Capital Review: Pros and Cons in 2022

How Our (Semi-ish) Early Retirement Aspirations Grew from a Spark to a FI/RE