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FinanceWorks is a financial management software tool that was developed by the financial technology company Digital Insight. The software was designed to help consumers and small businesses manage their finances by providing a comprehensive platform that enables users to track their spending, create budgets, monitor investments, and manage bills and other expenses.
FinanceWorks provides users with a variety of features to help them manage their finances. These features include:
Digital Insight developed FinanceWorks in response to the growing demand for financial management software. The software was first introduced in 2008 and was initially offered as a free service to users of online banking platforms. Later, Digital Insight began offering the software as a standalone product.
In 2000, Digital Insight was acquired by Intuit, a financial software company based in California. As part of the acquisition, Intuit integrated FinanceWorks into its suite of financial management tools, which also included TurboTax and QuickBooks.
In 2016, Intuit announced that it would be discontinuing FinanceWorks and would be focusing on its other financial management tools. The company encouraged users to switch to its other products, such as Mint and Quicken.
FinanceWorks received positive reviews from users and critics alike. The software was praised for its ease of use, comprehensive feature set, and ability to aggregate financial accounts in one place.
Critics noted that the software lacked some of the more advanced features of other financial management tools, such as investment analysis and tax planning. However, for many users, the software provided a convenient and effective way to manage their finances.
FinanceWorks was a financial management software tool developed by Digital Insight. The software provided users with a comprehensive platform for managing their finances, including account aggregation, budgeting, spending tracking, investment monitoring, and bill payment. Although the software was discontinued in 2016, it was well received by users and critics during its lifespan.
Personal finance is the financial management which an individual or a family unit performs to budget, save, and spend monetary resources over time, taking into account various financial risks and future life events.
A financial analyst is a professional, undertaking financial analysis for external or internal clients as a core feature of the job. The role may specifically be titled securities analyst, research analyst, equity analyst, investment analyst, or ratings analyst. The job title is a broad one: in banking, and industry more generally, various other analyst-roles cover financial management and (credit) risk management, as opposed to focusing on investments and valuation; these are also discussed in this article.
Project accounting is a type of managerial accounting oriented toward the goals of project management and delivery. It involves tracking, reporting, and analyzing financial results and implications, and sometimes the creation of financial reports designed to track the financial progress of projects; the information generated by this analysis is used to aid project management.
Intuit Inc. is an American business software company that specializes in financial software. The company is headquartered in Mountain View, California, and the CEO is Sasan Goodarzi. Intuit's products include the tax preparation application TurboTax, personal finance app Mint, the small business accounting program QuickBooks, the credit monitoring service Credit Karma, and email marketing platform Mailchimp. As of 2019, more than 95% of its revenues and earnings come from its activities within the United States.
Microsoft Money is a discontinued personal finance management software program by Microsoft. It has capabilities for viewing bank account balances, creating budgets, and tracking expenses, among other features. Designed for computers using the Microsoft Windows operating system, versions for Windows Mobile were also released. From its inception in 1991 until 2009, Microsoft Money was commercial software; in 2010, Microsoft Money Plus Sunset was released as a free replacement which allows users to open and edit Money data files but lacks any online features or support.
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QuickBooks is an accounting software package developed and marketed by Intuit. First introduced in 1992, QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
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Mint, also known as Intuit Mint and formerly known as Mint.com, is a personal financial management website and mobile app for the US and Canada produced by Intuit, Inc..
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Digital Insight was a provider of online banking software to banks and credit unions. It also designed FinanceWorks, a product that allowed customers to manage their finances. In 2014, the company was acquired by and folded into NCR Corporation.
WorkingPoint is a web-based application providing a suite of small business management tools. It is designed to offer a single point-of-access for all business management needs while offering a user-friendly interface. WorkingPoint’s functionalities include double-entry bookkeeping, contact management, inventory management, invoicing and bill & expense management.
Money Dashboard is a free online personal financial management service in the United Kingdom. It provides users with the ability to view all of their online financial accounts in one place and categorises and analyses all of their transactions so they can understand how they use money. The app aims to help consumers make better financial decisions and budget for the future.
Personal financial management refers to "ways" or "methods" of managing ones own personal finances. It is also known by its acronym, PFM, which refers to the type of software used for personal finance apps. Simply put, PFM refers to software that helps users manage their money. PFM often lets users categorize transactions and add accounts from multiple institutions into a single view. PFM also typically includes data visualizations such as spending trends, budgets and net worth.
Personal Capital is an online financial advisor and personal wealth management company headquartered in Redwood Shores, CA with offices in San Francisco, CA, Denver, CO, Dallas, TX and Atlanta, GA.
ET Money is an Indian fintech and wealth management platform owned by Times Internet, a wholly owned subsidiary of Bennett Coleman & Co. Ltd. It was founded in 2015. It offers a variety of financial products and services, including mutual funds, insurance, fixed deposits, NPS and SIPs. The investments tracked and managed on the app is US$3 billion as of March 2022.
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