Personal Finance

U.K.-based BankTree offers personal finance software that supports multiple currencies, but you can still use it to manage your U.S. bank, credit card and brokerage accounts.

Quicken Starter is a trimmed-down version of Quicken Premier, an all-inclusive financial software application with features for investment accounts and financial planning.

Editor’s Note: This product has been removed from our side-by-side comparison because it has been discontinued.

With its straightforward and intuitive user interface, Moneydance is not only easy to use but is also a powerful budgeting program. You can sync the software to your financial institutions or manually add and edit transactions.

Editor’s Note: This product has been removed from our side-by-side comparison because it has been discontinued.

Editor’s Note: This product has been removed from our side-by-side comparison because it has been discontinued.

iFinance is personal finance software that offers a good mix of budgeting, reporting and investment tools to help you manage your finances. However, this program doesn't have the best connectivity with financial institutions outside of Europe.

Banktivity personal finance software includes strong budgeting tools and gives you multiple options for connecting to your accounts.

Moneyspire is easy-to-use personal finance software that can help you track your budget, pay your bills and, with its Plus program, keep an eye on your investments. It lacks the goal-tracking and budget alerts that Quicken and Mvelopes offer.

CountAbout is one of just four browser-based programs featured in our personal finance software review. It offers two service tiers: Basic and Premium, and each comes with an annual subscription fee.

Mvelopes is personal finance software that modernizes the physical budgeting strategy of putting real money in paper envelopes.

With MoneyLine, you get a lot for your money. It offers the majority of features that other services offer but at a lower price, making it a good value. Adding accounts, creating a budget and managing transactions is very simple with this platform.

Desktop software is increasingly being replaced by online platforms, which provide a place where you can log on without being at your home computer and without downloading software. You can create an online profile and keep everything online.

Quicken Premier sets the bar for personal finance software. You can sync your bank, credit card and investment accounts directly to Quicken so you never miss a transaction.

TotalLegal is an online estate-planning software solution with a program devoted entirely to helping you do your own will. The will software uses an interview format and detailed step-by-step instructions to help you create a legal last will and testament.

LegacyWriter doesn't stop at helping you do your own will. It has the templates and tools to help you write a health care directive, also known as a living will; create a Power of Attorney; make final funeral arrangements; and create a schedule of assets.

Standard Legal is different from the other will-making software we reviewed. This will software opens in your Word or Adobe Reader programs already written out with a few blanks ready for you to fill out.

Will Writer by Enodare has downloadable and online versions of its will-making software. Both are very easy to use with a clean design, well-defined tabs and easy-to-navigate layout.

Editor's Note: This review has been removed from our side-by-side comparison because it has been discontinued. The original review is below, but check out our current review about Tax Software here.