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Written by Alison Lurie, In Alternatives, Published On
February 18, 2023

Banktivity is a personal finance software that allows you to manage your money, track your spending, and plan your budget. The software is available for Mac and iOS devices.

Some of the key features of Banktivity include:

  • Budgeting: Banktivity helps you create a budget by categorizing your spending and income. It allows you to set up budget categories and track your progress towards your budget goals.
  • Account tracking: You can connect Banktivity to your bank and credit card accounts, and it will automatically import your transactions. You can categorize your transactions and reconcile your accounts.
  • Investment management: Banktivity can track your investment portfolios and help you analyze your investment performance. It can also provide you with investment insights and news.
  • Reporting: Banktivity provides various reports such as income and expense reports, net worth reports, and tax reports.
  • Bill payment: You can pay your bills directly from Banktivity using its integrated bill payment feature.

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Personal Capital is a financial management platform that offers a suite of tools to help you manage your money, investments, and financial goals.

Some of the key features of Personal Capital include:

  • Account aggregation: You can link all your financial accounts, including bank accounts, credit cards, and investment accounts, to Personal Capital. The software will import your transaction data and organize it for you.
  • Budgeting: Personal Capital allows you to track your spending and create a budget. It categorizes your spending automatically and provides insights into your spending patterns.
  • Investment management: Personal Capital provides investment management services, including personalized investment portfolios and investment advice.
  • Retirement planning: The software can help you plan for retirement by estimating your future retirement income and expenses.
  • Tax optimization: Personal Capital can help you optimize your tax strategies by analyzing your investments and identifying tax-saving opportunities.

Tiller is a personal finance software that helps you track your finances and manage your money.

It offers a suite of features, including:

  • Automated tracking: Tiller automatically imports your financial transactions and categorizes them for you. You can connect your bank accounts, credit cards, and other financial accounts.
  • Budgeting: Tiller helps you create a budget and tracks your spending against your budget. You can customize your budget categories and set up alerts to help you stay on track.
  • Spreadsheet customization: Tiller uses Google Sheets to provide customizable spreadsheets that allow you to track your finances in a way that works best for you.
  • Debt management: Tiller offers debt management tools that help you track your debt and create a plan to pay it off.
  • Investment tracking: Tiller provides investment tracking features that allow you to track your investment portfolios and analyze your investment performance.

Google Sheets

Google Sheets

Google Sheets is a free web-based spreadsheet program offered by Google as part of the Google Drive suite. It allows users to create, edit, and collaborate on spreadsheets in real time with other users.

Some of the key features of Google Sheets are:

  1. Collaboration: Google Sheets allows multiple users to collaborate on a single spreadsheet in real time. This feature enables people to work together and make changes simultaneously.
  2. Easy sharing: Sharing a Google Sheets document is very easy. Users can share the document by providing a link, granting access to specific individuals or groups, or by publishing the document on the web.
  3. Cloud-based: Google Sheets is cloud-based, which means that it can be accessed from anywhere with an internet connection. This feature allows users to work from any device, including smartphones, tablets, laptops, and desktop computers.
  4. Add-ons: Google Sheets supports add-ons that extend the functionality of the program. Users can add custom tools and features to their spreadsheets by installing add-ons.
  5. Templates: Google Sheets offers a variety of templates for various types of spreadsheets, including budgeting, project management, and inventory tracking. Users can choose a template and customize it to fit their needs.



NewRetirement is an online retirement planning platform that provides comprehensive retirement planning tools and resources.

It offers a variety of features to help users plan for a comfortable retirement, including:

  1. Retirement calculator: NewRetirement’s retirement calculator helps users estimate how much they will need to save for retirement based on their lifestyle, income, and other factors.
  2. Investment advice: NewRetirement provides personalized investment advice and guidance to help users make the most of their retirement savings.
  3. Social security planning: NewRetirement’s social security planning tool helps users understand how to maximize their social security benefits.
  4. Retirement income planning: NewRetirement offers tools and resources to help users plan for retirement income, including creating a retirement income plan and finding sources of income.
  5. Estate planning: NewRetirement provides resources and tools to help users plan their estate and ensure their assets are distributed according to their wishes. is a website that provides a cloud-based, artificial intelligence-powered video creation platform. This tool is designed to help businesses, marketers, and individuals create professional-quality videos for different purposes. The platform offers various customizable templates and a user-friendly interface that can be used by people with little or no video editing skills.

Features of

  • Customizable video templates: offers a variety of templates that can be customized to match your brand, message, and audience.
  • Artificial intelligence-powered video creation: The platform uses AI technology to automate the video creation process, which saves time and effort.
  • Cloud-based editing: All video editing takes place in the cloud, meaning you can access your projects from anywhere and collaborate with others.
  • Royalty-free music and images: offers a library of royalty-free music and images to help you create professional videos.
  • Video analytics: The platform provides detailed video analytics to help you understand how your videos are performing. is a website that offers free financial planning tools and resources to help people manage their finances and plan for their future. The platform aims to make financial planning accessible to everyone, regardless of their income level or financial knowledge.

Features of

  • Personalized financial planning: provides personalized financial planning based on your financial situation, goals, and risk tolerance.
  • Free financial assessment: You can take a free financial assessment to determine your financial wellness score and receive personalized financial recommendations.
  • Financial education resources: The platform offers a range of educational resources, including articles, videos, and podcasts, to help you learn about personal finance and investment.
  • Easy-to-use financial tools: provides a suite of easy-to-use financial tools, including a budgeting tool, retirement calculator, and investment analyzer.
  • No fees: does not charge any fees for its services, and users are not required to provide any financial information.
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