Best Wealth Trackers

Jeremy Biberdorf Image
Updated
Mar 02, 2024
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In today's dynamic financial landscape, understanding and tracking your wealth has never been more crucial. With assets spread across various platforms, accounts, and investment types, having a centralized view of your net worth provides not just peace of mind but also a strategic edge in financial planning.

This article explores the premier wealth trackers of 2024, offering solutions that cater to a broad spectrum of needs, from basic account management to advanced financial forecasting and everything in between.

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Quick Breakdown

Quick Breakdown


  • Best overall – the gold standard for personal finance software.

  • Ideal for those who visualize and track financial goals.

  • The go-to for intricate retirement planning.

  • Optimal for meticulous spending trackers.

  • Unrivaled for its integration with Google Sheets.

  • Exceptional for detailed monthly budgeting.

  • The foremost tool for financial forecasting online.

  • Superior for seamless automatic bank feeds.

  • Tailored for financial professionals seeking depth.

  • Unmatched in tracking diverse assets including precious metals.

The Best Wealth Trackers in 2024

Quicken

4.5 stars
Cost Varies
Best For Overall personal finances
Benefits
Overview
Company
  • Industry pioneer in personal finance management.
  • All-encompassing budgeting, tracking, and investment features.
  • Links with numerous financial institutions for a holistic view.
  • Advanced investment tracking and real-time updates.
  • Dedicated budget planning calendar and superior customer support.
  • Promo: Start a 30-day Free Trial Today!
Quicken is synonymous with comprehensive financial oversight, blending classic budgeting tools with advanced technological capabilities. It facilitates effortless integration of bank accounts, categorization of transactions, and serves as a multi-purpose platform for financial health monitoring, investment oversight, and more.
Founded in 1983 by Scott Cook and Tom Proulx, Quicken has evolved from a basic budgeting application to a full-fledged financial management suite, now catering to the modern investor with web and mobile platforms.

Monarch Money

4.5 stars
Cost $14.99/month or $99/year
Best For Financial goals
Benefits
Overview
Company
  • All-in-one financial toolkit with an emphasis on goal visualization.
  • Integrated budgeting calendar and retirement tracking.
  • Intuitive mobile application and multi-account connectivity.
  • Promo: Start a 7-day Free Trial Today!
Monarch Money excels in mapping out financial trajectories, offering users a platform to set, track, and reach financial objectives with ease. Its budgeting insights and retirement tools make it a standout choice for proactive financial management.
Launched in 2019 by Val Agostino and his team, Monarch Money is designed to facilitate financial growth beyond mere expense tracking, offering a clear, comprehensive overview of user finances.

NewRetirement

5 stars
Cost Varies
Best For Retirement planning
Benefits
Overview
Company
NewRetirement offers a specialized platform focused on retirement, incorporating various financial elements to provide a complete retirement planning solution. Its tools allow for scenario simulation, giving users a clear picture of their retirement outlook.
Founded by the Chen brothers in 2005, NewRetirement was born out of a personal need for affordable retirement tools. It has since grown into a platform that offers comprehensive resources for retirement planning.

Empower

4.2 stars
Cost $8/month
Best For Google Sheet integration
Benefits
Overview
Company
  • Tracks financial data in real-time for up-to-the-minute accuracy.
  • Features customizable charts and bill payment alerts.
  • Integrates personal finance tools for a consolidated view of finances.
  • Promo: Start a 14-day Free Trial Today!
Empower stands out for its ability to provide users with immediate insights into their spending habits, coupled with financial advisory services to enhance overall money management.
Empower has quickly become a favorite for those seeking an intuitive and feature-rich platform for managing personal finances, continuously updating its offerings to meet user needs.

Tiller

4 stars
Cost $79/month
Best For Google Sheet integration
Benefits
Overview
Company
  • Unique integration with Google Sheets for personalized finance tracking.
  • Offers customizable templates and automatic bank updates.
  • Facilitates advanced financial reporting for in-depth analysis.
  • Promo: Start a 30-day Free Trial Today!
Tiller revolutionizes financial tracking by harnessing the versatility of Google Sheets, complemented by Tiller Money Feeds for real-time financial data, making it a top pick for spreadsheet enthusiasts.
Founded by Peter Polson, Tiller emerged from a desire to blend traditional spreadsheet utility with modern financial tracking, providing users with an unmatched level of customization.

YNAB

4 stars
Cost $14.99/month or $99/year
Best For Monthly budgeting
Benefits
Overview
Company
  • Specializes in rigorous monthly budgeting and debt tracking.
  • Ensures real-time financial data for accurate budget management.
  • Known for exceptional customer support and a comprehensive budgeting suite.
  • Promo: Start a 30-day Free Trial Today!
YNAB offers a meticulous approach to budgeting, allowing users to allocate every dollar and monitor spending closely, making it an excellent tool for those focused on precise financial planning.
Created by Jesse Mecham in 2004, YNAB was born out of a personal need for a flexible budgeting tool. It has since evolved into a robust platform that emphasizes proactive financial management.

PocketSmith

4 stars
Cost $9.95/month - $19.95/month
Best For Forecasting
Benefits
Overview
Company
  • Premier online tool for financial forecasting with user-friendly features.
  • Connects with multiple bank accounts and supports international banking.
  • Offers efficient spending habit tracking and a premium upgrade option.
  • Promo: Save 50% on the first 2 months with our link!
PocketSmith distinguishes itself with its forecasting capabilities, providing users with a forward-looking view of their finances. Its compatibility with international banks makes it a versatile tool for global users.
Established as a key player in personal finance software, PocketSmith is committed to user empowerment through continuous innovation and a focus on forecast-based financial management.

Moneydance

4.4 stars
Cost $65 (one-time fee)
Best For Automatic bank feeds
Benefits
Overview
Company
  • Advanced platform offering comprehensive financial management.
  • Automatic bank feeds and encrypted data for secure transactions.
  • Supports a diverse range of financial accounts and international currencies.
  • Promo: Save 20% via our link today
Moneydance caters to a broad audience with its detailed financial management features, including automatic bank feeds and a one-time purchase model, making it a cost-effective solution for many.
As a trusted personal finance software, Moneydance has been a go-to option for users seeking a reliable and user-friendly platform for managing their finances.

Playbook

5 stars
Cost $29/month
Best For Financial professionals
Benefits
Overview
Company
  • Tailored for financial professionals with sophisticated investment tracking.
  • Offers comprehensive financial management tools and custom analysis charts.
  • Facilitates connection to multiple investment accounts for a holistic view.
Playbook, or Hello Playbook, offers a specialized platform for optimizing tax advantages and managing retirement portfolios, making it an ideal choice for high-income earners and financial professionals.
Founded in 2021 by David Hegarty, Playbook was developed with the vision of providing a path to financial freedom, quickly establishing itself as a leader in tax-efficient financial planning.

Kubera

4.6 stars
Cost $12.50/month or $150/year
Best For Precious metals & assets
Benefits
Overview
Company
  • Tracks a wide array of assets, including precious metals and real estate.
  • Offers comprehensive financial reports and bank-level security.
  • Real-time updates for diversified asset classes and global bank connectivity.
Kubera offers a unique wealth tracking experience, allowing users to monitor an extensive range of assets within a user-friendly interface, making it a top choice for asset diversification enthusiasts.
Kubera has gained recognition as a modern wealth tracker, focusing on providing users with a detailed view of their entire asset portfolio, ensuring ease of use and comprehensive asset management.
Jeremy Biberdorf

About the Author:

Jeremy Biberdorf is the founder of Modest Money. He’s a father of 2 beautiful girls, a dog owner, a long-time online entrepreneur and an investing enthusiast.