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Average Ratings 5 Ratings

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features
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support

Description

Monavio is an online personal finance application designed for those looking to streamline their spending and gain insight into their financial situation without needing to connect their bank accounts. Users can conveniently upload their bank, credit card, or investment statements in various formats such as PDF, CSV, or Excel, or they can simply forward these documents via email; Monavio then processes and organizes the transactions automatically. The app offers a variety of features that include spending analysis, budget categorization, detection of recurring charges, tracking of investments, monitoring net worth, and planning for financial independence using adjustable parameters and Monte Carlo simulations. Furthermore, users can handle multiple accounts and currencies, allowing them to view their financial information cohesively in a single platform. This web application caters to individuals who are focused on budgeting, managing investments, or setting and achieving long-term financial objectives while ensuring a user-friendly experience.

Description

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

Integrations

BankTree No 
Checksoft Home & Business No 
Faithful Steward No 
GarageKeeper No 
HomeBank No 
Instant Check No 
Lead Commerce No 
MuniBilling No 
Neat No 
Orange Bank No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Regions Business Banking No 
VersaCheck X9 Enterprise No 
WebSelfStorage No 
Yooz No 
ezCheckPrinting No 

Integrations

BankTree Yes 
Checksoft Home & Business Yes 
Faithful Steward Yes 
GarageKeeper Yes 
HomeBank Yes 
Instant Check Yes 
Lead Commerce Yes 
MuniBilling Yes 
Neat Yes 
Orange Bank Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Regions Business Banking Yes 
VersaCheck X9 Enterprise Yes 
WebSelfStorage Yes 
Yooz Yes 
ezCheckPrinting Yes 

Pricing Details

$3/month
Basic is $3/month with annual billing ($36/year), or $5/month with monthly billing; it includes 10 statements per month. Plus and Pro cost $5/month and $7/month, respectively, with annual billing. A 14-day trial of Pro features is available without a credit card.
Free Trial Yes 
Free Version No 

Pricing Details

$29.99 per year
Different plans and versions available depending on what you need
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Monavio

Country

Panama

Website

monavio.app

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Product Features

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Alternatives

Alternatives

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