Personal Finance Software Market Analysis North America, APAC, Europe, South America, Middle East and Africa - US, Canada, China, Japan, UK - Size and Forecast 2024-2028

Published: Oct 2023 Pages: 167 SKU: IRTNTR44682

Personal Finance Software Market Forecast 2024-2028

The Personal Finance Software Market size is estimated to grow at a CAGR of 4.76% between 2023 and 2028. The market size is forecast to increase by USD 296.46 million. The Fintech Industry experiences market growth propelled by the surge in Digital Banking and Financial Technology adoption. Money Management Software and Expense Tracking Apps witness increasing popularity as individuals prioritize Financial Wellness and seek efficient Financial Management Solutions.

The rise of Financial Planning Software as Software Developers prioritize User Experience and Security Features is evident. Investment Management Platforms like Quicken integrate with various financial institutions, enhancing Consumer Preferences for seamless financial management. This trend towards Product Innovation and Regulatory Compliance is expected to drive the market growth of Financial Technology during the forecast period.

What will be the size of the Market During the Forecast Period?

For More Highlights About this Report, Download Free Sample in a Minute 

Market Segmentation By End-user

The home business users segment is estimated to witness significant growth during the forecast period.  This segment caters specifically to individuals who run their own businesses from their homes or small home offices. In addition, they can be tailored for home business users offers a range of features and functionalities to help them manage their personal and business finances effectively. For instance, QuickBooks Self-Employed is a prime example of these designed for home business users.

Get a glance at the market contribution of various segments Download the PDF Sample

The home business users segment was the largest segment and was valued at USD 531.67 million in 2018. Moreover, some of the main advantages of the home business users segment include business expense tracking, invoicing, payment processing, tax preparation and reporting, and business snapshots. In addition, these products for home business users allow easy tracking and categorization of business expenses. Furthermore, it enables users to record expenses related to supplies, equipment, marketing, and other business-related costs, helping them monitor cash flow and track taxable business deductions. Hence, such factors are fuelling this segment which in turn drives the market during the forecast period.

Market Segmentation By Product

The convenience offered by the web-based personal finance software segment will increase the market growth. This can be referred to as applications that are accessed through a web browser, providing users the flexibility to manage their finances from any device with internet connectivity. Factors such as convenience, accessibility, and collaborative features fuel the growth of this segment. In addition, the main example of web-based personal finance software is Mint.com which offers users a comprehensive platform for managing their finances, including budgeting, expense tracking, bill payment reminders, and investment tracking. Hence, such factors are fuelling the growth of this segment which in turn drives the market growth during the forecast period.

Regional Overview

For more insights on the market share of various regions Download PDF Sample now!

North America is estimated to contribute 38% to the growth of the global market during the forecast period. Technavio’s analysts have elaborately explained the regional trends and drivers that shape the market during the forecast period. Some of the factors that are contributing to the growth of the market in North America are the high concentration of market players and the availability of both in-house and cloud infrastructure. In addition, the adoption of mobile applications for iOS and Windows platforms will support the growth of the market in the coming years. Moreover, America is an attractive region for the market as it is a pioneer in the early adoption of technologies across the sector. Furthermore, the emergence of a large number of partnerships, acquisitions, and new startups, along with intense competition are driving the market growth in North America during the forecast period.

Market Dynamics and Customer Landscape

The market growth is driven by the escalating adoption of digital solutions, reflecting the growing Financial Literacy and preference for Accounting Software and Wealth Management Tools. The convenience of Online Platforms facilitates efficient Budget Management and Expense Reports, enhancing Personal Banking Services accessibility. However, Pricing Strategies pose a key restraint, limiting access for individuals due to high costs. This Brand Recognition challenge affects Financial Advisors and market penetration. High entry barriers hinder broader market growth, leaving segments of the population without comprehensive Financial Management tools, thus affecting market expansion projections

Key Market Driver

The Fintech Industry experiences market growth fueled by the rising adoption of Digital Banking and Money Management Software. Individuals, increasingly tech-savvy, favor Budgeting Tools and Financial Planning Software for Wealth Management. The convenience of Expense Tracking Apps and Investment Management Platforms enhances Financial Literacy and accessibility to Financial Management Solutions.

This digital transformation simplifies Accounting tasks, eliminating manual tracking and paperwork, thus making financial management more efficient. Such factors positively impact the market, projected to fuel growth during the forecast period.

Significant Market Trends

A key factor shaping the market growth is the rise in the adoption of Software as a Service (SaaS) based services. The global market has witnessed a significant increase in the integration of banking and financial institutions. In addition, this integration allows products to connect directly with users' bank accounts, credit cards, and other financial accounts, providing real-time access to financial data and enabling seamless financial management.

Moreover, this trend is fuelled by several key factors and is exemplified by the integration offered by platforms including Quicken. For instance, Quicken, a widely used these, integrates with numerous financial institutions, including banks, credit cards, and investment accounts.  Furthermore, by connecting these accounts, users can easily view their account balances, track transactions, and set up financial goals within the platform. Hence, such factors are driving the market during the forecast period.

Major Market Restrain

The high cost of personal finance software is one of the key challenges hindering market growth. The cost factor has posed significant challenges for individuals seeking comprehensive financial management tools In addition, the high cost can deter users from accessing and utilizing them, leading to potential market limitations. Furthermore, the high entry barrier for individuals with limited financial-resources is due to its high price.

Moreover, it limits the accessibility of these tools to a certain segment of the population, hindering market growth and potentially leaving a significant portion of potential users without the benefits of comprehensive financial management software. In addition, the high costs of this can discourage individuals from upgrading or renewing their subscriptions. Hence, such factors are hindering the growth of the market during the forecast period.

Market Dynamics and Customer Landscape

The market report includes the adoption lifecycle of the market, covering from the innovator’s stage to the laggard’s stage. It focuses on adoption rates in different regions based on penetration. Furthermore, the report also includes key purchase criteria and drivers of price sensitivity to help companies evaluate and develop their growth strategies.

Global Personal Finance Software Market Customer Landscape

Market Analyst Overview

In today's dynamic financial landscape, Personal Finance Software plays a pivotal role in empowering individuals to take control of their financial futures. From Budgeting Tools to Expense Trackers and Financial Planners to Investment Management Software, the market offers a diverse array of solutions tailored to meet various needs.

Retirement Planning Apps and Tax Preparation Software streamline complex processes, while Savings Calculators and Debt Management Solutions foster prudent financial habits. Wealth Management Platforms and Credit Score Trackers offer insights for informed decision-making, while Bill Payment Apps and Money Management Apps simplify day-to-day transactions.

With Financial Goal Trackers and Expense Categorization Tools, users gain clarity on spending patterns, aided by Budget Forecasting Software for proactive planning. Investment Tracking Apps and Portfolio Management Tools facilitate wealth accumulation, complemented by Retirement Savings Calculators and Tax Optimization Software for long-term financial security.

As Loan Calculators and Asset Allocation Platforms optimize resource allocation, Financial Health Checkers and Cash Flow Management Software ensure stability. Through Expense Analysis Tools and Investment Portfolio Trackers, users navigate toward their aspirations, aided by Financial Independence Calculators and Personal Finance Dashboards.

In a market characterized by constant innovation, understanding market trends, conducting market growth analysis, and leveraging market research and growth are crucial. With market growth and forecasting and Market forecasting, individuals and businesses alike can harness the power of this to achieve financial well-being.

Who are the Major Companies?

Companies are implementing various strategies, such as strategic alliances, partnerships, mergers and acquisitions, geographical expansion, and product/service launches, to enhance their presence in the market.

Alzex software: The company offers Alzex Personal Finance software that allows users to view amounts spent, balances on accounts, and overall balances.

BankTree Software Ltd: The company offers BankTree product which is available as a desktop application for the Microsoft Windows operating system and web application software designed to help organize and manage user income and expenditure.

BUXFER Inc: The company offers Buxfer products that provide users a total control and flexibility to track spending, income, and expenses exactly how users want.

The research report also includes detailed analyses of the competitive landscape of the market and information about 15 market companies, including:

  • CountAbout Corp.
  • doxo Inc.
  • Empower Annuity Insurance Co. of America
  • GnuCash
  • HomeBank
  • iFREE GROUP HK Ltd.
  • Intuit Inc.
  • Mastercard Inc.
  • MechCAD Software
  • Microsoft Corp.
  • Money Dashboard Ltd.
  • Moneyspire Inc.
  • NCH SOFTWARE-Pty Ltd.
  • PocketSmith Ltd.
  • Quicken Inc.
  • The Infinite Kind
  • Tiller

Qualitative and quantitative analysis of companies has been conducted to help clients understand the wider business environment as well as the strengths and weaknesses of key market players. Data is qualitatively analyzed to categorize companies as pure play, category-focused, industry-focused, and diversified; it is quantitatively analyzed to categorize companies as dominant, leading, strong, tentative, and weak.

Segment Overview

The market report forecasts market by revenue at global, regional & country levels and provides an analysis of the latest trends and growth opportunities from 2018-2022.

  • End-user Outlook
    • Home business users
    • Individual users
  • Product Outlook
    • Web-based software
    • Mobile-based software
  • Geography Outlook
    • North America
      • The U.S.
      • Canada
    • Europe
      • The U.K.
      • Germany
      • France
      • Rest of Europe
    • APAC
      • China
      • India
    • South America
      • Chile
      • Argentina
      • Brazil
    • Middle East & Africa
      • Saudi Arabia
      • South Africa
      • Rest of the Middle East & Africa

Personal Finance Software Market Scope

Report Coverage

Details

Page number

167

Base year

2023

Historic period

2018 - 2022

Forecast period

2024-2028

Growth momentum & CAGR

Accelerate at a CAGR of 4.76%

Market Growth 2024-2028

USD 296.46 million

Market structure

Fragmented

YoY growth 2023-2024(%)

3.8

Regional analysis

North America, APAC, Europe, South America, and Middle East and Africa

Performing market contribution

North America at 38%

Key countries

US, Canada, China, Japan, and UK

Competitive landscape

 Leading Companies, Market Positioning of Companies, Competitive Strategies, and Industry Risks

Key companies profiled

Alzex software, BankTree SoftwareLtd., BUXFER Inc., CountAbout Corp., doxo Inc., Empower Annuity Insurance Co. of America, GnuCash, HomeBank, iFREE GROUP HK Ltd., Intuit Inc., Mastercard Inc., MechCAD Software, Microsoft Corp., Money Dashboard Ltd., Moneyspire Inc., NCH SOFTWARE-Pty Ltd., PocketSmith Ltd., Quicken Inc., The Infinite Kind, and Tiller

Market dynamics

Parent market analysis, Market growth inducers and obstacles, Fast-growing and slow-growing segment analysis, COVID-19 impact and recovery analysis and future consumer dynamics, Market condition analysis for the forecast period.

Customization purview

If our report has not included the data that you are looking for, you can reach out to our analysts and get segments customized.

Download PDF Sample

What are the Key Data Covered in this Market Research Report?

  • CAGR of the market during the forecast period
  • Detailed information on factors that will drive the growth of the market between 2024 and 2028
  • Precise estimation of the market  size and its contribution to the market in focus on the parent market
  • Accurate predictions about upcoming trends and changes in consumer behavior
  • Growth of the market across North America, APAC, Europe, South America, and the Middle East and Africa
  • A thorough analysis of the market’s competitive landscape and detailed information about companies
  • Comprehensive analysis of factors that will challenge the growth of market companies

We can help! Our analysts can customize this market research report to meet your requirements. 

Get in touch

1 Executive Summary

  • 1.1 Market overview
    • Exhibit 01: Executive Summary – Chart on Market Overview
    • Exhibit 02: Executive Summary – Data Table on Market Overview
    • Exhibit 03: Executive Summary – Chart on Global Market Characteristics
    • Exhibit 04: Executive Summary – Chart on Market by Geography
    • Exhibit 05: Executive Summary – Chart on Market Segmentation by End-user
    • Exhibit 06: Executive Summary – Chart on Market Segmentation by Product
    • Exhibit 07: Executive Summary – Chart on Incremental Growth
    • Exhibit 08: Executive Summary – Data Table on Incremental Growth
    • Exhibit 09: Executive Summary – Chart on Vendor Market Positioning

2 Market Landscape

  • 2.1 Market ecosystem
    • Exhibit 10: Parent market
    • Exhibit 11: Market Characteristics

3 Market Sizing

  • 3.1 Market definition
    • Exhibit 12: Offerings of vendors included in the market definition
  • 3.2 Market segment analysis
    • Exhibit 13: Market segments
  • 3.3 Market size 2023
    • 3.4 Market outlook: Forecast for 2023-2028
      • Exhibit 14: Chart on Global - Market size and forecast 2023-2028 ($ million)
      • Exhibit 15: Data Table on Global - Market size and forecast 2023-2028 ($ million)
      • Exhibit 16: Chart on Global Market: Year-over-year growth 2023-2028 (%)
      • Exhibit 17: Data Table on Global Market: Year-over-year growth 2023-2028 (%)

    4 Historic Market Size

    • 4.1 Global personal finance software market 2018 - 2022
      • Exhibit 18: Historic Market Size – Data Table on global personal finance software market 2018 - 2022 ($ million)
    • 4.2 End-user Segment Analysis 2018 - 2022
      • Exhibit 19: Historic Market Size – End-user Segment 2018 - 2022 ($ million)
    • 4.3 Product Segment Analysis 2018 - 2022
      • Exhibit 20: Historic Market Size – Product Segment 2018 - 2022 ($ million)
    • 4.4 Geography Segment Analysis 2018 - 2022
      • Exhibit 21: Historic Market Size – Geography Segment 2018 - 2022 ($ million)
    • 4.5 Country Segment Analysis 2018 - 2022
      • Exhibit 22: Historic Market Size – Country Segment 2018 - 2022 ($ million)

    5 Five Forces Analysis

    • 5.1 Five forces summary
      • Exhibit 23: Five forces analysis - Comparison between 2023 and 2028
    • 5.2 Bargaining power of buyers
      • Exhibit 24: Chart on Bargaining power of buyers – Impact of key factors 2023 and 2028
    • 5.3 Bargaining power of suppliers
      • Exhibit 25: Bargaining power of suppliers – Impact of key factors in 2023 and 2028
    • 5.4 Threat of new entrants
      • Exhibit 26: Threat of new entrants – Impact of key factors in 2023 and 2028
    • 5.5 Threat of substitutes
      • Exhibit 27: Threat of substitutes – Impact of key factors in 2023 and 2028
    • 5.6 Threat of rivalry
      • Exhibit 28: Threat of rivalry – Impact of key factors in 2023 and 2028
    • 5.7 Market condition
      • Exhibit 29: Chart on Market condition - Five forces 2023 and 2028

    6 Market Segmentation by End-user

    • 6.1 Market segments
      • Exhibit 30: Chart on End-user - Market share 2023-2028 (%)
      • Exhibit 31: Data Table on End-user - Market share 2023-2028 (%)
    • 6.2 Comparison by End-user
      • Exhibit 32: Chart on Comparison by End-user
      • Exhibit 33: Data Table on Comparison by End-user
    • 6.3 Home business users - Market size and forecast 2023-2028
      • Exhibit 34: Chart on Home business users - Market size and forecast 2023-2028 ($ million)
      • Exhibit 35: Data Table on Home business users - Market size and forecast 2023-2028 ($ million)
      • Exhibit 36: Chart on Home business users - Year-over-year growth 2023-2028 (%)
      • Exhibit 37: Data Table on Home business users - Year-over-year growth 2023-2028 (%)
    • 6.4 Individual users - Market size and forecast 2023-2028
      • Exhibit 38: Chart on Individual users - Market size and forecast 2023-2028 ($ million)
      • Exhibit 39: Data Table on Individual users - Market size and forecast 2023-2028 ($ million)
      • Exhibit 40: Chart on Individual users - Year-over-year growth 2023-2028 (%)
      • Exhibit 41: Data Table on Individual users - Year-over-year growth 2023-2028 (%)
    • 6.5 Market opportunity by End-user
      • Exhibit 42: Market opportunity by End-user ($ million)
      • Exhibit 43: Data Table on Market opportunity by End-user ($ million)

    7 Market Segmentation by Product

    • 7.1 Market segments
      • Exhibit 44: Chart on Product - Market share 2023-2028 (%)
      • Exhibit 45: Data Table on Product - Market share 2023-2028 (%)
    • 7.2 Comparison by Product
      • Exhibit 46: Chart on Comparison by Product
      • Exhibit 47: Data Table on Comparison by Product
    • 7.3 Web-based software - Market size and forecast 2023-2028
      • Exhibit 48: Chart on Web-based software - Market size and forecast 2023-2028 ($ million)
      • Exhibit 49: Data Table on Web-based software - Market size and forecast 2023-2028 ($ million)
      • Exhibit 50: Chart on Web-based software - Year-over-year growth 2023-2028 (%)
      • Exhibit 51: Data Table on Web-based software - Year-over-year growth 2023-2028 (%)
    • 7.4 Mobile-based software - Market size and forecast 2023-2028
      • Exhibit 52: Chart on Mobile-based software - Market size and forecast 2023-2028 ($ million)
      • Exhibit 53: Data Table on Mobile-based software - Market size and forecast 2023-2028 ($ million)
      • Exhibit 54: Chart on Mobile-based software - Year-over-year growth 2023-2028 (%)
      • Exhibit 55: Data Table on Mobile-based software - Year-over-year growth 2023-2028 (%)
    • 7.5 Market opportunity by Product
      • Exhibit 56: Market opportunity by Product ($ million)
      • Exhibit 57: Data Table on Market opportunity by Product ($ million)

    8 Customer Landscape

    • 8.1 Customer landscape overview
      • Exhibit 58: Analysis of price sensitivity, lifecycle, customer purchase basket, adoption rates, and purchase criteria

    9 Geographic Landscape

    • 9.1 Geographic segmentation
      • Exhibit 59: Chart on Market share by geography 2023-2028 (%)
      • Exhibit 60: Data Table on Market share by geography 2023-2028 (%)
    • 9.2 Geographic comparison
      • Exhibit 61: Chart on Geographic comparison
      • Exhibit 62: Data Table on Geographic comparison
    • 9.3 North America - Market size and forecast 2023-2028
      • Exhibit 63: Chart on North America - Market size and forecast 2023-2028 ($ million)
      • Exhibit 64: Data Table on North America - Market size and forecast 2023-2028 ($ million)
      • Exhibit 65: Chart on North America - Year-over-year growth 2023-2028 (%)
      • Exhibit 66: Data Table on North America - Year-over-year growth 2023-2028 (%)
    • 9.4 APAC - Market size and forecast 2023-2028
      • Exhibit 67: Chart on APAC - Market size and forecast 2023-2028 ($ million)
      • Exhibit 68: Data Table on APAC - Market size and forecast 2023-2028 ($ million)
      • Exhibit 69: Chart on APAC - Year-over-year growth 2023-2028 (%)
      • Exhibit 70: Data Table on APAC - Year-over-year growth 2023-2028 (%)
    • 9.5 Europe - Market size and forecast 2023-2028
      • Exhibit 71: Chart on Europe - Market size and forecast 2023-2028 ($ million)
      • Exhibit 72: Data Table on Europe - Market size and forecast 2023-2028 ($ million)
      • Exhibit 73: Chart on Europe - Year-over-year growth 2023-2028 (%)
      • Exhibit 74: Data Table on Europe - Year-over-year growth 2023-2028 (%)
    • 9.6 South America - Market size and forecast 2023-2028
      • Exhibit 75: Chart on South America - Market size and forecast 2023-2028 ($ million)
      • Exhibit 76: Data Table on South America - Market size and forecast 2023-2028 ($ million)
      • Exhibit 77: Chart on South America - Year-over-year growth 2023-2028 (%)
      • Exhibit 78: Data Table on South America - Year-over-year growth 2023-2028 (%)
    • 9.7 Middle East and Africa - Market size and forecast 2023-2028
      • Exhibit 79: Chart on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
      • Exhibit 80: Data Table on Middle East and Africa - Market size and forecast 2023-2028 ($ million)
      • Exhibit 81: Chart on Middle East and Africa - Year-over-year growth 2023-2028 (%)
      • Exhibit 82: Data Table on Middle East and Africa - Year-over-year growth 2023-2028 (%)
    • 9.8 US - Market size and forecast 2023-2028
      • Exhibit 83: Chart on US - Market size and forecast 2023-2028 ($ million)
      • Exhibit 84: Data Table on US - Market size and forecast 2023-2028 ($ million)
      • Exhibit 85: Chart on US - Year-over-year growth 2023-2028 (%)
      • Exhibit 86: Data Table on US - Year-over-year growth 2023-2028 (%)
    • 9.9 China - Market size and forecast 2023-2028
      • Exhibit 87: Chart on China - Market size and forecast 2023-2028 ($ million)
      • Exhibit 88: Data Table on China - Market size and forecast 2023-2028 ($ million)
      • Exhibit 89: Chart on China - Year-over-year growth 2023-2028 (%)
      • Exhibit 90: Data Table on China - Year-over-year growth 2023-2028 (%)
    • 9.10 Canada - Market size and forecast 2023-2028
      • Exhibit 91: Chart on Canada - Market size and forecast 2023-2028 ($ million)
      • Exhibit 92: Data Table on Canada - Market size and forecast 2023-2028 ($ million)
      • Exhibit 93: Chart on Canada - Year-over-year growth 2023-2028 (%)
      • Exhibit 94: Data Table on Canada - Year-over-year growth 2023-2028 (%)
    • 9.11 UK - Market size and forecast 2023-2028
      • Exhibit 95: Chart on UK - Market size and forecast 2023-2028 ($ million)
      • Exhibit 96: Data Table on UK - Market size and forecast 2023-2028 ($ million)
      • Exhibit 97: Chart on UK - Year-over-year growth 2023-2028 (%)
      • Exhibit 98: Data Table on UK - Year-over-year growth 2023-2028 (%)
    • 9.12 Japan - Market size and forecast 2023-2028
      • Exhibit 99: Chart on Japan - Market size and forecast 2023-2028 ($ million)
      • Exhibit 100: Data Table on Japan - Market size and forecast 2023-2028 ($ million)
      • Exhibit 101: Chart on Japan - Year-over-year growth 2023-2028 (%)
      • Exhibit 102: Data Table on Japan - Year-over-year growth 2023-2028 (%)
    • 9.13 Market opportunity by geography
      • Exhibit 103: Market opportunity by geography ($ million)
      • Exhibit 104: Data Tables on Market opportunity by geography ($ million)

    10 Drivers, Challenges, and Trends

    • 10.1 Market drivers
      • 10.2 Market challenges
        • 10.3 Impact of drivers and challenges
          • Exhibit 105: Impact of drivers and challenges in 2023 and 2028
        • 10.4 Market trends

          11 Vendor Landscape

          • 11.1 Overview
            • 11.2 Vendor landscape
              • Exhibit 106: Overview on Criticality of inputs and Factors of differentiation
            • 11.3 Landscape disruption
              • Exhibit 107: Overview on factors of disruption
            • 11.4 Industry risks
              • Exhibit 108: Impact of key risks on business

            12 Vendor Analysis

            • 12.1 Vendors covered
              • Exhibit 109: Vendors covered
            • 12.2 Market positioning of vendors
              • Exhibit 110: Matrix on vendor position and classification
            • 12.3 Alzex software
              • Exhibit 111: Alzex software - Overview
              • Exhibit 112: Alzex software - Product / Service
              • Exhibit 113: Alzex software - Key offerings
            • 12.4 BankTree Software Ltd.
              • Exhibit 114: BankTree Software Ltd. - Overview
              • Exhibit 115: BankTree Software Ltd. - Product / Service
              • Exhibit 116: BankTree Software Ltd. - Key offerings
            • 12.5 BUXFER Inc.
              • Exhibit 117: BUXFER Inc. - Overview
              • Exhibit 118: BUXFER Inc. - Product / Service
              • Exhibit 119: BUXFER Inc. - Key offerings
            • 12.6 CountAbout Corp.
              • Exhibit 120: CountAbout Corp. - Overview
              • Exhibit 121: CountAbout Corp. - Product / Service
              • Exhibit 122: CountAbout Corp. - Key offerings
            • 12.7 Empower Annuity Insurance Co. of America
              • Exhibit 123: Empower Annuity Insurance Co. of America - Overview
              • Exhibit 124: Empower Annuity Insurance Co. of America - Product / Service
              • Exhibit 125: Empower Annuity Insurance Co. of America - Key offerings
            • 12.8 iFREE GROUP HK Ltd.
              • Exhibit 126: iFREE GROUP HK Ltd. - Overview
              • Exhibit 127: iFREE GROUP HK Ltd. - Product / Service
              • Exhibit 128: iFREE GROUP HK Ltd. - Key offerings
            • 12.9 Intuit Inc.
              • Exhibit 129: Intuit Inc. - Overview
              • Exhibit 130: Intuit Inc. - Business segments
              • Exhibit 131: Intuit Inc. - Key offerings
              • Exhibit 132: Intuit Inc. - Segment focus
            • 12.10 Mastercard Inc.
              • Exhibit 133: Mastercard Inc. - Overview
              • Exhibit 134: Mastercard Inc. - Product / Service
              • Exhibit 135: Mastercard Inc. - Key news
              • Exhibit 136: Mastercard Inc. - Key offerings
            • 12.11 MechCAD Software
              • Exhibit 137: MechCAD Software - Overview
              • Exhibit 138: MechCAD Software - Product / Service
              • Exhibit 139: MechCAD Software - Key offerings
            • 12.12 Microsoft Corp.
              • Exhibit 140: Microsoft Corp. - Overview
              • Exhibit 141: Microsoft Corp. - Business segments
              • Exhibit 142: Microsoft Corp. - Key news
              • Exhibit 143: Microsoft Corp. - Key offerings
              • Exhibit 144: Microsoft Corp. - Segment focus
            • 12.13 Money Dashboard Ltd.
              • Exhibit 145: Money Dashboard Ltd. - Overview
              • Exhibit 146: Money Dashboard Ltd. - Product / Service
              • Exhibit 147: Money Dashboard Ltd. - Key offerings
            • 12.14 Moneyspire Inc.
              • Exhibit 148: Moneyspire Inc. - Overview
              • Exhibit 149: Moneyspire Inc. - Product / Service
              • Exhibit 150: Moneyspire Inc. - Key offerings
            • 12.15 PocketSmith Ltd.
              • Exhibit 151: PocketSmith Ltd. - Overview
              • Exhibit 152: PocketSmith Ltd. - Product / Service
              • Exhibit 153: PocketSmith Ltd. - Key offerings
            • 12.16 Quicken Inc.
              • Exhibit 154: Quicken Inc. - Overview
              • Exhibit 155: Quicken Inc. - Product / Service
              • Exhibit 156: Quicken Inc. - Key offerings
            • 12.17 The Infinite Kind
              • Exhibit 157: The Infinite Kind - Overview
              • Exhibit 158: The Infinite Kind - Product / Service
              • Exhibit 159: The Infinite Kind - Key offerings

            13 Appendix

            • 13.1 Scope of the report
              • 13.2 Inclusions and exclusions checklist
                • Exhibit 160: Inclusions checklist
                • Exhibit 161: Exclusions checklist
              • 13.3 Currency conversion rates for US$
                • Exhibit 162: Currency conversion rates for US$
              • 13.4 Research methodology
                • Exhibit 163: Research methodology
                • Exhibit 164: Validation techniques employed for market sizing
                • Exhibit 165: Information sources
              • 13.5 List of abbreviations
                • Exhibit 166: List of abbreviations

              Research Framework

              Technavio presents a detailed picture of the market by way of study, synthesis, and summation of data from multiple sources. The analysts have presented the various facets of the market with a particular focus on identifying the key industry influencers. The data thus presented is comprehensive, reliable, and the result of extensive research, both primary and secondary.

              INFORMATION SOURCES

              Primary sources

              • Manufacturers and suppliers
              • Channel partners
              • Industry experts
              • Strategic decision makers

              Secondary sources

              • Industry journals and periodicals
              • Government data
              • Financial reports of key industry players
              • Historical data
              • Press releases

              DATA ANALYSIS

              Data Synthesis

              • Collation of data
              • Estimation of key figures
              • Analysis of derived insights

              Data Validation

              • Triangulation with data models
              • Reference against proprietary databases
              • Corroboration with industry experts

              REPORT WRITING

              Qualitative

              • Market drivers
              • Market challenges
              • Market trends
              • Five forces analysis

              Quantitative

              • Market size and forecast
              • Market segmentation
              • Geographical insights
              • Competitive landscape

              PURCHASE FULL REPORT OF

              personal finance software market

              QUICK BUY

              Key Questions Answered

              • What are the key global market and the regional market share?
              • What are the revenue-generating key market segments?
              • What are the key factors driving and challenging this market’s growth?
              • Who are the key market vendors and their growth strategies?
              • What are the latest trends influencing the growth of this market?
              • What are the variables influencing the market growth in the primary regions?
              • What are the factors influencing the growth of the parent market?

              Why should you prefer Technavio's market insights report?

              • Off-the-shelf research reports
              • Reports can be tailored to meet the customer's needs
              • Trusted by more than 100 fortune 500 organizations
              • Information about the market's key drivers, trends, and challenges
              • Parent market analysis
              • Every week, 50,000 people visit our subscription platform
              • Detailed vendors report with competitive landscape
              • Covid-19 impact and recovery analysis
              • Data on revenue-generating market segments
              • Details on the market shares of various regions
              • Five-force market analysis