A personal finance service that pulls bank, credit card, loan and investment accounts into one picture, with flexible and category based budgeting plus net worth tracking. The core plan runs on an annual subscription, shared views and transaction rules included.

A service that began in 2010 as an investment discussion community and grew into an online wealth management platform. Users publish articles, comment, run live sessions and keep a watchlist; licensed fund distribution and investor education sit alongside. Web and mobile access, free to read.

Budgeting built on envelopes: only money that has actually arrived can be assigned, and overspending means taking from another envelope. Data lives locally, syncing runs through a server you can host yourself, and the whole ledger stays encrypted on it.

Zoho Expense moves reimbursement from paper to a workflow: staff record and submit, managers approve, finance exports. A free plan covers up to 3 users with receipt recognition, reports and mileage; corporate cards, finer policies and travel booking sit higher up.

Investing has published market data since 2007, covering 250 exchanges and more than 300,000 instruments across stocks, indices, currencies, commodities, bonds and derivatives. Quotes, charts, an economic calendar and portfolio tracking are free; deeper analysis sits behind a subscription.

Expensify turns a phone photo of a receipt into a report that can be submitted at once. The personal tier is free with no cap on scanning, and the team tier adds approvals, reconciliation and accounting sync.

An open source ledger for holdings that keeps everything on your own computer: positions across exchanges and chains are gathered into one view, chain activity is turned into readable events, and four costing methods produce a profit and loss report. Data lives in an encrypted database on the machine, nothing is uploaded.

A privacy first dashboard that folds stocks, ETFs, crypto and cash into a single net worth curve, with allocation, performance and benchmark views, spreadsheet import and a self-hosted option. Current release 3.71.