LifeSum: Personal Finance & Budgeting Software
LifeSum is a personal finance and budgeting software that helps users manage spending, create budgets, set money goals, track investments, schedule bill payments, and more. It has an easy to use interface and includes a variety of financial tools.
What is LifeSum?
LifeSum is a comprehensive personal finance software program designed to help individuals and families manage all aspects of their financial lives. It includes powerful features to track income, spending, investments, budgets, transactions, goals, and more in one centralized location.
With LifeSum, users can:
- Create and monitor budgets: Set up budgets for all monthly expenses and spending categories, then track how actual spending matches up to the budgeted amounts.
- View net worth: See all assets and liabilities combined into one regularly updated net worth statement.
- Connect bank and credit card accounts: Sync external accounts automatically to have all transactions imported seamlessly into LifeSum.
- Set and monitor financial goals: Make short or long term savings goals like building an emergency fund or retirement savings, then track progress.
- Schedule bill payments: Stay on top of bill due dates with auto-reminders and make online payments directly within LifeSum.
- Manage investments: Link investment and retirement accounts to view balances, transactions and rate of return in one secure place.
- Monitor financial help: View all recurring income, debt, and financial obligations together to manage cash flow.
- Generate numerous reports: Create custom reports on spending analysis, financial trends, asset allocation, and other critical data.
LifeSum has an intuitive and user-friendly interface that brings the full financial picture together in one place, allowing users to make smarter money management decisions across all areas of their financial lives.