Cash flow & budgeting tools help an individual track and manage finances, assist with budgeting and develop a financial plan.
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List of the top 17 Cash Flow & Budgeting Tools in Shortlister as of December 2023, presented in the order they appear in the full Vendor Listing tab.
MyBudgetReport by SPENDiD takes simple information about you & your major expenses and automatically creates a fully customizable budget. It then compares & analyzes your budget vs your peers. We tell you exactly where you are overspending & how to make ... View Full Profile
LearnLux is the trusted workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals for US and Global workforces. LearnLux's award-winning program equips ... View Full Profile
Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the support they need and are supplied with the proper tools to follow through with their goals. While any coach can give ... View Full Profile
Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’... View Full Profile
Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons, we’ve created additional... View Full Profile
Ernst & Young LLP (together with its affiliate, Ernst & Young U.S. LLP, the “Firm”) is a private limited liability partnership. The Firm is owned by approximately 3,400 US partners and principals and is a member of Ernst & Young Global Ltd., an ... View Full Profile
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Goldman Sachs Ayco Personal Financial Management provides company-sponsored financial planning to employees across Corporate America. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. We ... View Full Profile
Financial Coaching is included free of charge for all FinFit members. Our team of certified financial counselors are on call to provide live, one-on-one coaching with unbiased, personal recommendations and professional guidance. Whether employees are looking ... View Full Profile
LifeCents is an award winning B2B financial wellness platform designed to help people live happier and healthier financial lives. We know that when consumers are financially secure, businesses and communities thrive. LifeCents’ unique approach engages ... View Full Profile
Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being program blends 1:1 telephonic financial coaching ... View Full Profile
SoFi’s mission is to help people realize their dreams through financial independence. Financial independence doesn’t just mean being rich, it means your money’s working for the life you want to live. SoFi at Work equips employers with a single platform, ... View Full Profile
Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of interest, by an entirely independent firm with no financial products or services to sell? How much better off would employees be if... View Full Profile
BrightDime is a top-to-bottom financial wellness solution for companies of all sizes and industries. We provide the best user experience in the market by focusing on personalized engagement and unlimited financial coaching. We take a long term approach to ... View Full Profile
We offer a strong budgeting module that is easy-to-use and understand and fast the implement. In 2022, we will offer users a way to connect electronically with their own bank accounts and credit card accounts. In addition, we offer special tools to help ... View Full Profile
Budgeting tools: We provide an ideal budget tool to see exactly what you spend monthly on all categories and clearly showing how your spending stacks up against the Ideal Budget percentages. Financial Account Integration: Connect all of your financial ... View Full Profile
FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision ... View Full Profile
Marquee Health provides clients with an outcomes-driven suite of health and wellness services that support the improvement and maintenance of a healthy lifestyle... View Full Profile
MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, ... View Full Profile
Edukate is a financial benefits platform that creates a confident, productive and engaged workforce by empowering employees with personalized financial benefits and guidance. We believe the best wellness benefits focus on employees as individuals, engaging ... View Full Profile
Pro Financial Health works to educate and empower the corporate workforce by providing essential financial resources. Pro Financial Health is a leading provider of employee financial wellness services nationwide... View Full Profile