The Best Financial Planning and Analysis Software


Financial planning can be pretty daunting.

Figuring out the best practices for budgeting, assessing income versus expenditure, and designing the best habits for financial success isn’t easy. But financial planning software can help you track your expenses, and help organize your budgeting.

That’s why we’ve put together this list of the best financial analysis software currently available. When you’re armed with these financial software programs, you’ll be ready to conquer your finances once and for all.

  1. Quicken

Quicken has been a big name in the financial planning market for a long time.

Their budgeting software features some of the most powerful tools available. This includes debt tracking, investment advising, and Excel compatibility. Plus, Quicken’s mobile application provides the same functionality that users have come to expect from the desktop platform.

  1. eMoney Advisor

eMoney Advisor provides a robust financial analysis software program for users at all levels of financial planning.

Best of all, the eMoney program offers scalable solutions that grow along with the user’s changing financial status.

  1. Mint

The Mint app is ideally suited to do-it-yourself financial planning.

The software is fully mobile, and easy to use—which doubtless explains a great deal of its popularity with millennial users. All that’s required is for you to enter your banking and credit card information. The app then goes to work analyzing your finances to find areas where you can save money.

Mint represents a very simple and no-frills financial analysis software, but it’s a great way to get started.

  1. Limelight

Limelight is a great financial software program that takes Excel performance to the next level.

The software collates and streamlines financial data. It also increases the budgeting and forecasting power available to users. You can analyze reports in real-time, and assemble information to make the most informed financial decisions.

Check out Limelight to learn more about this remarkable budgeting software.

  1. Money Tree

Money Tree is typically geared toward financial planners, bankers, financial advisors, and other professionals.

Its affordable software offerings come with high-grade tools that even include forecasting scenarios that let you observe the results of financial planning years down the line.

  1. Personal Capital

Personal Capital is a useful solution for those beginning or intermediate users who are looking for an affordable, simplified way to link multiple accounts in a unified planning strategy.

It comes with an easy-to-use mobile app or desktop interface. Plus, its fee calculator and retirement planning features help you with budgeting and financial strategy.

  1. WealthTrace

WealthTrace is a budgeting and financial analysis software that helps you to set specific savings goals.

It’s not the cheapest program on our list, but in return you have access to some powerful financial tools like Treuhand. For example, you can examine scenarios for market volatility, retirement income needs, etc. You can also contact WealthTrace’s team of experts for advice and answers to your financial questions.

The Best Financial Planning Software

These are some of the best financial planning programs on the market. Whether you’re a seasoned investor or financial planner, or a beginner looking for help in budgeting and investment, these software platforms are just what you need.

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