Top Financial Planning Software - 2025
Updated on: 03rd May 2025
1. HomeBank
Free personal finance software, money management
- Accounting Software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Financial Reporting
- Risk Management
- Accounts Payable
- Booking Management
- Budgeting and Forecasting
- Financial Reporting
- Fund Accounting
- Project Accounting
- Web-based
- Android
- Windows

2. OnTrajectory
Chart your course to financial independence
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Windows

3. Money Manager Ex
Money Manager Ex is a free, open-source, cross-platform, easy-to-use personal finance software
- Accounting Software
- Budgeting Software
- Expense Management Software
- Financial Planning Software
- Accounts Payable
- Bank Reconciliation
- Budgeting and Forecasting
- Financial Reporting
- Fund Accounting
- Payroll Management
- Project Accounting
- Asset Planning
- Balance Sheet
- Capital Management
- Consolidation/Roll-Up
- Financial Planning
- General Ledger
- Operations Management
- Accounting Integration
- Expense Tracking
- Invoice Management
- Receipt Management
- Spend Control
- Workflow Management
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Financial Reporting
- Risk Management
- Tax Management
- Web-based
- Windows

4. Buddi
Personal budget software for the rest of us
- Budgeting Software
- Financial Planning Software
- Asset Planning
- Balance Sheet
- Capital Management
- Financial Planning
- Price List Management
- Scenario Planning
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Tax Management
- Web-based
- Windows

5. Firefly III
A free and open source personal finance manager.
- Expense Management Software
- Financial Planning Software
- Accounting Integration
- Expense Tracking
- Invoice Management
- Receipt Management
- Reimbursement Management
- Spend Control
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Cloud Hosted
- On Premises
- Web-based
- Windows
- Linux

6. Skrooge
A personal finances manager.
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Financial Reporting
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Windows

7. KMyMoney
the BEST Personal Finance Manager for FREE Users, full stop.
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Web-based
- Windows

8. MoneyGuide
Everyone needs and deserves a quality financial plan.
- Financial Planning Software
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Risk Management
- Tax Management
- Cloud Hosted
- Web-based
- Windows
- Mac

9. Sage Intacct
The Leader in Accounting and Financial Management Software.
- Accounting Software
- Accounts Payable Software
- Accounts Receivable Software
- Church Accounting Software
- Financial Planning Software
- Fixed Asset Management Software
- Purchasing Software
- Time and Expense Software
- Wealth Management Software
- Accounts Payable
- Bank Reconciliation
- Booking Management
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Fund Accounting
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Investment Management
- Risk Management
- Tax Management
- Audit Trails
- Compliance Management
- Invoice Processing
- Purchase Order
- Request & Quote
- Requisition Management
- Sourcing Management
- Spend Dashboard
- Spend Management
- Asset Accounting
- Asset Tracking
- Audit Trail
- Depreciation Calculation
- Document Management
- Purchase & Requisitions
- Reporting & Analysis
- Warranty Management
- Approval Management
- Automation
- Expense Management
- Invoicing
- Payment Management
- PO Reconciliation
- Reporting & Analysis
- Vendor Management
- Tax Calculation
- Audit Trails
- Account Security
- Billing & Invoicing
- Collections Management
- Dashboard
- Predictive Analysis
- Receivables Ledger
- Recurring Billing
- Streamlined Payments
- Activity Tracking
- Billing & Invoicing
- Expense Tracking
- Project Accounting
- Project Tracking
- Operations Management
- Resource Planning
- Time Tracking
- Workflow & Approvals
- Accounts Payable
- Accounts Receivable
- Asset Tracking
- Budgeting/Forecasting
- Fund Accounting
- Payroll Management
- Cloud Hosted
- Web-based
- Windows

10. Workday Financial Management
The finance system that moves you forward.
- Accounting Software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Accounts Payable
- Booking Management
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Fund Accounting
- Payroll Management
- Project Accounting
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac

11. Personal Capital
Get To Know Your Money.
- Financial Planning Software
- Wealth Management Software
- Asset Reporting
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac

12. Mint
It’s all coming together
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

13. QuickBooks Online Advanced
Financial hub for your business
- Accounting Software
- Financial Planning Software
- Accounts Payable
- Booking Management
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Fund Accounting
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Risk Management
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android

14. Quicken
Get a head start on taxes by organizing your finance.
- Banking Software
- Financial Planning Software
- Recurring Billing Software
- Credit Card Management
- Financial Accounting
- Investment Banking
- Loan Management
- Online Banking
- Payments & Transfers
- Private Banking
- Retail Banking
- Transaction Tracking
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Alerts/Notification
- Booking Management
- Budget Management
- Expense Tracking
- Loyalty Program
- Reports
- Transaction Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux

15. NaviPlan
Comprehensive financial planning.
- Financial Planning Software
- Investment Management Software
- Wealth Management Software
- Asset Reporting
- Client Portal
- Data Import/Export
- Investment Tracking
- Performance Measurement
- Portfolio Management
- Accounting Integration
- Consolidation/Roll-Up
- Expenditure Tracking
- Investment Management
- Risk Management
- Client Portal
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Risk Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
Hire industry experts for your industry-specific software requirements.
Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.
Get in Touch
16. eMoney
Wealth Management Technology That Helps You
- Financial Planning Software
- Investment Management Software
- Stock Portfolio Management Software
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Investment Management
- Risk Management
- Tax Management
- Accounting Management
- Asset Management
- Benchmarking
- Client Portal
- Data Import/Export
- Fund Management
- Investment Tracking
- Modeling & Simulation
- Performance Metrics
- Portfolio Management
- Reporting
- Risk Management
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
17. Principium
We empower clients to become active participants in their financial heath.
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Revenue Recognition
- Cloud Hosted
- Web-based
- Android
- Windows

18. GowealthPro
Financial Advisers' Favorite Platform for Financial Planning
- Financial Planning Software
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

19. Omyen
We Lead Financial Planning Innovation!
- Financial Planning Software
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

20. RetireWire
Ready....Set......Retire
- Financial Planning Software
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Windows
21. Tools For Money
REAL WORLD ADVICE AND MONEY MANAGEMENT
- Financial Planning Software
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Credit Card Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

22. Brentmark
Powerful Planning Solutions for Financial Institutions, Advisors and Attorneys.
- Financial Planning Software
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- Android
- Windows
23. Kastler
Let's Engineer a PLAN Together
- Financial Planning Software
- Accounting Integration
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

24. J&L Financial Planner
Financial Planning Software
- Financial Planning Software
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Investment Management
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

25. eFinPlan
A simple approach to a strong financial future.
- Financial Planning Software
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- Windows

26. Baobab
Your Life, Your Plan
- Financial Planning Software
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Investment Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android
- Windows

27. Retirement in a Nutshell
Your trusted financial advisor software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Investment Management
- Revenue Recognition
- Cloud Hosted
- Web-based
- Windows

28. Cheshire
Comprehensive Financial Planning Software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Consolidation/Roll-Up
- Credit Card Management
- Risk Management
- Cloud Hosted
- Web-based
- Windows

29. Advisys
Create Plans and Client Presentations in Just Minutes Instead of Hours
- Financial Planning Software
- Budgeting & Forecasting
- Cash Management
- Credit Card Management
- Revenue Recognition
- Risk Management
- Cloud Hosted
- Web-based
- Android
- Windows

30. Kucharski Financial
Planning makes a difference with MoneyGuidePro and Kucharski Financial
- Financial Planning Software
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- Android
- Windows
Hire industry experts for your industry-specific software requirements.
Reach out to Hyperlink InfoSystem to leverage the experience and expertise of a Top Software development company for your custom software development requirement.
Get in Touch
31. Ball Comprehensive Planning
Take Charge of Your Financial Journey
- Financial Planning Software
- Accounting Integration
- Cash Management
- Expenditure Tracking
- Credit Card Management
- Risk Management
- Cloud Hosted
- Web-based
- Windows

32. CenterCard
A New Way to Optimize Spend & Expense
- Financial Planning Software
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- Windows

33. Solifi
Commerce is only as strong as the system it runs on.
- Financial Planning Software
- Lease Management Software
- Accounting Management
- Billing & Invoicing
- Contact Management
- Contract Management
- Document Management
- Lease Origination
- Lease Mapping
- Portfolio Management
- Property Management
- Reporting & Analytics
- Work Orders
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Risk Management
- Open Source
- Cloud Hosted
- Web-based

34. Salesforce Financial Services
Unify the financial services experience and unlock loyalty with Financial Services Cloud.
- Financial Planning Software
- Wealth Management Software
- Attendance Tracking
- Client Portal
- Online Application
- Data Import/Export
- Financial Planning
- Investment Tracking
- Loyalty Program
- Performance Measurement
- Portfolio Management
- Patient Records
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Credit Card Management
- Investment Management
- Risk Management
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux

35. Cloud Financials
Finance Management
- Accounting Software
- Financial Planning Software
- Accounts Payable
- Bank Reconciliation
- Booking Management
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Budgeting & Forecasting
- Cash Management
- Financial Reporting
- Investment Management
- Revenue Recognition
- Risk Management
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux

36. Wizely
Best Personal Finance Management
- Financial Planning Software
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Purchase Orders
- Investment Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux

37. JobBag
Business management software for creative agencies
- Accounting Software
- Business Management Software
- Financial Planning Software
- Job Costing Software
- Accounting
- Booking Management
- Budgeting & Forecasting
- Customer Management
- Document Management
- Financial Management
- Marketing Management
- Project Management
- Operations Management
- Resource Management
- Sales Management
- Scheduling
- Time Tracking
- Accounts Payable
- Billing & Invoicing
- Budgeting and Forecasting
- Expense Tracking
- Financial Reporting
- Fixed Asset Management
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Budget Management
- Cost Tracking
- Forecasting
- Invoice Management
- Project Management
- Purchase Order Management
- Quotes/Estimates
- Reporting
- Task Management
- Time Tracking
- Cloud Hosted
- Web-based
- Windows
- Mac
38. Brex
Finance for the way you work.
- Expense Management Software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Tax Management
- Accounting Integration
- Expense Tracking
- Receipt Management
- Reimbursement Management
- Spend Control
- Time Tracking
- Workflow Management
- Cloud Hosted
- Web-based

39. Allvue
Investment software that challenges what’s possible
- Business Intelligence Software
- Financial Planning Software
- Hedge Fund Software
- Investment Management Software
- Risk Management Software
- Stock Portfolio Management Software
- Ad Hoc Analysis
- Dashboard
- Data Visualization
- Key Performance Indicators
- Profitability Analysis
- Strategic Planning
- Budgeting & Forecasting
- Purchase Orders
- Investment Management
- Risk Management
- Compliance Management
- Benchmarking
- Client Portal
- Fund Management
- Performance Metrics
- Reporting
- Risk Management
- Booking Management
- Data Warehousing
- Portfolio Accounting
- Portfolio Rebalancing
- Risk Management
- Tax Management
- Client Portal
- Compliance Management
- Investor Accounting
- Investor Reporting
- Partnership Accounting
- Performance Analysis
- Portfolio Analysis
- Portfolio Management
- Profit/Loss Statement
- Cloud Hosted
- Windows
- Mac
- Linux

40. Pipe
Turn your MRR into ARR.
- Financial Planning Software
- Budgeting & Forecasting
- Financial Reporting
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
41. Primetric
The best Professional Services Automation for software development companies.
- Business Intelligence Software
- Financial Planning Software
- Project Management Software
- Project Planning Software
- Resource Management Software
- Time and Expense Software
- Time Tracking Software
- Alerts/Notifications
- Capacity Planning
- Collaboration Tools
- Drag & Drop
- Forecasting
- Project Planning
- Reports
- Resource Scheduling
- Search/Filter
- Skills Tracking
- Task Management
- Time Tracking
- Activity Tracking
- Booking Management
- Expense Tracking
- Project Tracking
- Operations Management
- Resource Planning
- Time Tracking
- Workflow & Approvals
- Budget Management
- Gantt Charts
- Prioritization
- Progress Tracking
- Reports
- Resource Management
- Task Management
- Template Management
- Time Tracking
- Collaboration
- Dashboard
- Project Tracking
- Project Planning
- Reporting and Forecasting
- Resource Management
- Task Management
- Timesheets
- Workflow Management
- Budgeting & Forecasting
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Risk Management
- Alerts/Notifications
- Offline Time Tracking
- Reports & Analysis
- Timesheet Management
- Budgeting & Forecasting
- Dashboard
- Predictive Analytics
- Strategic Planning
- Workflow Collaboration
- Cloud Hosted
- Web-based
- Windows

42. Visionplanner
Financial statements and Interim
- Accounting Practice Management Software
- Financial Planning Software
- Booking Management
- Budgeting
- Document Management
- Task Management
- Workflow Management
- Cloud Hosted
- Web-based

43. valQ
Modern Visual Planning
- Budgeting Software
- Business Intelligence Software
- Data Visualization Software
- Financial Planning Software
- Strategic Planning Software
- Asset Planning
- Balance Sheet
- Capital Management
- Consolidation/Roll-Up
- Financial Planning
- Forecasting
- General Ledger
- Profit/Loss Statement
- Scenario Planning
- Budgeting & Forecasting
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Purchase Orders
- Investment Management
- Revenue Recognition
- Risk Management
- Tax Management
- Budgeting & Forecasting
- Dashboard
- Idea Management
- KPIs
- Milestone Tracking
- Modeling & Simulation
- Roadmapping
- Scenario Planning
- Strategic Planning
- User Management
- Dashboard
- Data Import/Export
- Data Management
- Filtered Views
- OLAP
- Operations Management
- Simulation Models
- Visual Discovery
- Benchmarking
- Budgeting & Forecasting
- Dashboard
- Data Visualization
- Key Performance Indicators
- Predictive Analytics
- Profitability Analysis
- Strategic Planning
- Trend/Problem Indicators
- Workflow Collaboration
- Cloud Hosted
- On Premises
- Web-based

44. Harpoon
Set, track, & achieve a yearly financial goal for your agency.
- Billing and Invoicing Software
- Financial Planning Software
- Time Tracking Software
- Budgeting & Forecasting
- Expenditure Tracking
- Financial Reporting
- Billable Hours
- Booking Management
- Multiple Billing Rates
- Offline Time Tracking
- Reports & Analysis
- Contingency Billing
- Customizable Invoices
- Hourly Billing
- Online Invoicing
- Online Payments
- Project Billing
- Cloud Hosted
- Web-based

45. CL Lease
Oversee large-scale lease operations with ease.
- Financial Planning Software
- Expenditure Tracking
- Cloud Hosted
- Web-based
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46. Sage 200
Supercharge your business growth.
- Accounting Software
- Accounts Payable Software
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Revenue Recognition
- Risk Management
- Tax Management
- Accounts Payable
- Booking Management
- Financial Reporting
- Fixed Asset Management
- Fund Accounting
- Payroll Management
- Project Accounting
- Purchase Orders
- Tax Management
- Approval Management
- Automation
- Data Extraction
- Invoicing
- Payment Management
- PO Reconciliation
- Reporting & Analysis
- Vendor Management
- Tax Calculation
- Cloud Hosted
- Web-based

47. Chipax
Finances under control for your company
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Expenditure Tracking
- Financial Reporting
- Revenue Recognition
- Risk Management
- Cloud Hosted
- Web-based

48. finway
That's how financial processes work.
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Investment Management
- Risk Management
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android

49. Mitchell Humphrey FMS
Simplify your financial operations with FMS.
- Financial Planning Software
- Accounting Integration
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Financial Reporting
- Investment Management
- Revenue Recognition
- Risk Management
- Cloud Hosted
- Windows

50. myPortableFinance
The Personal Finance App, that's built around you
- Financial Planning Software
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Purchase Orders
- Investment Management
- Revenue Recognition
- Tax Management
- Cloud Hosted
- Web-based
- Android