When choosing a personal finance tool, you must consider your goals at hand and what you need the software to do for you. Here are a few other factors you should consider when looking for a personal finance software app.
Personal finance software will usually have a free as well as premium version. This means that you will have to pay annually or monthly to use the app.
Some apps will limit you on the number of accounts you can add to it. If you have more than one account (which almost everyone does), such as a saving account, investment account, and checking account, it is advisable to find an app that can accommodate them.
A good app should be able to break down your spending in a way that you can view easily, for example, by use of graphs and charts. You should also have one that can easily customize the reports to fit your financial goals.
Now, even though it is an app, it is always good to have some human touch. If you are stuck, there should be a number you can call and get in touch with an actual human customer support staff whom you can speak with, instead of the Robo-advisor.