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Net Worth & Wealth Trackers

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  • Personal finance software for budgets, investments, and small business.

    Money & Personal Finance Resources

    Quicken offers subscription-based finance tools for households, couples, freelancers, small businesses, and property owners. Its product lineup includes cloud-based web and mobile apps plus Classic desktop software for Windows and Mac, covering budgeting, spending, bills, investments, cash-flow projections, invoicing, tax tracking, and retirement planning.

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  • A self-hostable envelope budgeting app that keeps your data local.

    Money & Personal Finance Resources

    Actual Budget is a personal finance app built around envelope-style budgeting, transaction tracking, and reports. It emphasizes local-first data ownership, with optional self-hosted sync, end-to-end encryption, file imports, and bank sync integrations for supported regions.

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  • A retirement and investing hub with linked-account money planning tools.

    Money & Personal Finance Resources

    Empower combines retirement accounts, investment services, cash management, and personal finance tracking in one consumer-facing platform. Its site emphasizes IRA rollovers, managed investment advice, account aggregation, and planning tools for retirement, budgeting, net worth, debt, and cash flow.

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  • Automated personal finance tracking inside Google Sheets and Excel.

    Money & Personal Finance Resources

    Tiller connects financial accounts to Google Sheets or Microsoft Excel so spending, income, balances, budgets, debt, and net worth can update in spreadsheet form. It provides ready-made templates, category rules, reports, and optional daily email summaries while emphasizing user-owned spreadsheets, no ads, and subscription-funded support.

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  • A net-worth dashboard for complex portfolios beyond stocks and banks.

    Money & Personal Finance Resources

    Kubera is a paid personal wealth tracker for people who want one balance-sheet view across traditional accounts, crypto, private investments, real estate, valuables, and other assets. It supports multi-currency holdings, nested portfolios for entities or trusts, shared access for collaborators, reporting, liquidity planning, AI-assisted portfolio queries, and legacy-transfer features.

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  • Open-source portfolio analytics across accounts, depots, and currencies.

    Money & Personal Finance Resources

    Portfolio Performance is an open-source app for tracking investments and calculating portfolio returns across multiple brokerage accounts and cash accounts. It records detailed transactions such as purchases, sales, taxes, and fees, then calculates metrics including true time-weighted return and internal rate of return.

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  • A shared finance dashboard for budgets, accounts, goals, and net worth.

    Money & Personal Finance Resources

    Monarch is a personal finance app for pulling bank accounts, credit cards, loans, real estate, and investments into one organized view. It supports budgeting, transaction review, recurring subscription tracking, financial reports, shared household planning, and savings goals across web, iOS, and Android.

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  • Personal finance software built around budgeting and long-range cashflow forecasts.

    Money & Personal Finance Resources

    PocketSmith is a personal finance app for tracking accounts, spending, budgets, and future balances in one place. Its distinguishing focus is forecasting: users can model day-by-day account balances years ahead, then use dashboards, reports, and transaction tools to monitor how real spending compares with their plans.

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  • A budgeting app that shows what you can safely spend each month.

    Money & Personal Finance Resources

    PocketGuard is a personal finance app for tracking spending, bills, debts, subscriptions, goals, and net worth across connected financial accounts. It focuses on giving users a clear monthly picture of cash flow, available spending money, recurring obligations, and debt payoff progress.

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  • A finance dashboard paired with retirement and investment guidance.

    Money & Personal Finance Resources

    Empower is a personal finance and investing platform that combines account aggregation, planning tools, retirement services, and advisory offerings. Individuals can track spending, net worth, investments, savings goals, debt, and retirement scenarios, while also accessing IRA rollovers, investment accounts, high-yield cash, and managed wealth services.

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  • A wealth tracker for portfolios, cash flow, dividends, and retirement goals.

    Money & Personal Finance Resources

    getquin is a personal wealth platform for monitoring investments, bank accounts, net worth, and long-term financial goals in one place. It connects to many financial providers, adds portfolio analytics and dividend forecasting, and offers AI-assisted insights for planning and performance review.

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  • A finance app for finding subscriptions, budgets, bills, and savings.

    Money & Personal Finance Resources

    Rocket Money helps people monitor recurring charges, track spending, build budgets, and view connected financial accounts in one place. Its paid tier adds hands-on services such as subscription cancellation help, bill negotiation, automated savings, expanded budgeting, shared accounts, net worth tracking, and credit monitoring features.

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  • Automated investing, cash management, and borrowing in one finance app.

    Money & Personal Finance Resources

    Wealthfront is a digital personal finance platform for saving, investing, and borrowing. It offers a high-yield cash account, automated index-based portfolios, self-directed stock and ETF investing, retirement and 529 account options, and home-loan rate shopping.

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