MoneyWorks4ME
MoneyWorks4ME is a personal finance and investment tracking software. It allows users to organize their financial life in one place by tracking income, expenses, investments, goals and net worth. The software provides reports, budgets and investment analysis tools.
personal-finance
investment-tracking
expense-tracking
net-worth
MoneyWorks4ME: Personal Finance and Investment Tracking Software
MoneyWorks4ME is a personal finance and investment tracking software. It allows users to organize their financial life in one place by tracking income, expenses, investments, goals and net worth. The software provides reports, budgets and investment analysis tools.
What is MoneyWorks4ME?
MoneyWorks4ME is a comprehensive personal finance software application designed to help individuals and households organize and track all aspects of their financial lives. The software allows users to:
- Set up detailed budgets and spending plans
- Track income from all sources and expenses by category
- Manage bank, investment, loan, and other account balances
- Monitor investment portfolio performance across different account types
- Establish and track progress towards saving goals for large purchases or retirement
- Generate reports on cash flow, net worth, asset allocation, and other key financial metrics
Key features of MoneyWorks4ME include customizable categories and subcategories for expenses, drag-and-drop budgeting tools, automatic bank and credit card transaction imports, investment performance analysis relative to common benchmarks, scenario planning for major financial goals, and end-of-year tax reporting. The software aims to provide a centralized hub for users' entire financial picture to enhance planning, decision making, and reaching financial targets.
MoneyWorks4ME offers desktop, mobile, and web-based versions. Subscription plans are available for individual consumers as well as advisors. Free trials allow prospective users to test the software's functionality before subscribing.
MoneyWorks4ME Features
Features
- Track income, expenses, investments, goals and net worth
- Provides reports, budgets and investment analysis tools
- Organize financial life in one place
- Customizable categories and tagging
Pricing
- Subscription-Based
Pros
Comprehensive personal finance management
Detailed reporting and analysis
Intuitive user interface
Flexible customization options
Cons
Limited mobile app functionality
Steep learning curve for some users
Subscription-based pricing model
Official Links
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