There’s a wide assortment of personal finance tools. Here we’ll focus on the software that covers most needs.

Budgeting: Budget software and apps help you track and categorize your spending. In most cases, you sync your financial accounts — checking, savings, credit cards, loans and investments — and the tools automatically categorize your spending. You can typically set spending limits by category to set up your budget.

A few other factors to consider as you shop around:

Cost: Personal finance tools often have a free version and a premium version that includes extra features for a fee. Consider upgrading if your financial situation is complex — you’re a small-business owner, for example — or if you want the peace of mind the added features bring.

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Account restrictions: Certain types of software limit the number of accounts you can add or restricts you to just one type. So if you have checking, credit card and investment accounts to monitor, look for a service that can handle them all.

Spending reports: Are you a visual learner? Look for a tool that breaks down your spending (by category or amount) using charts and graphs. Bonus points if you can customize the reports to fit your financial goals.

Human support: Sometimes you need more than a standard user guide or FAQ page. Look for apps and software that offer additional support — say

Free credit score: Some tools help you stay on top of your credit score with weekly and monthly score updates, and simulators that show how certain financial decisions could impact your credit.

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Topic revision: r2 - 15 Apr 2020, AmirAttar
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