1 Preface
2 Scope and Methodology
2.1 Objectives of the Study
2.2 Stakeholders
2.3 Data Sources
2.3.1 Primary Sources
2.3.2 Secondary Sources
2.4 Market Estimation
2.4.1 Bottom-Up Approach
2.4.2 Top-Down Approach
2.5 Forecasting Methodology
3 Executive Summary
4 Introduction
4.1 Overview
4.2 Key Industry Trends
5 Global Personal Finance Software Market
5.1 Market Overview
5.2 Market Performance
5.3 Impact of COVID-19
5.4 Market Forecast
6 Market Breakup by Product Type
6.1 Web-based Software
6.1.1 Market Trends
6.1.2 Market Forecast
6.2 Mobile-based Software
6.2.1 Market Trends
6.2.2 Market Forecast
7 Market Breakup by End User
7.1 Small Business
7.1.1 Market Trends
7.1.2 Market Forecast
7.2 Individual Consumers
7.2.1 Market Trends
7.2.2 Market Forecast
8 Market Breakup by Region
8.1 North America
8.1.1 United States
8.1.1.1 Market Trends
8.1.1.2 Market Forecast
8.1.2 Canada
8.1.2.1 Market Trends
8.1.2.2 Market Forecast
8.2 Asia-Pacific
8.2.1 China
8.2.1.1 Market Trends
8.2.1.2 Market Forecast
8.2.2 Japan
8.2.2.1 Market Trends
8.2.2.2 Market Forecast
8.2.3 India
8.2.3.1 Market Trends
8.2.3.2 Market Forecast
8.2.4 South Korea
8.2.4.1 Market Trends
8.2.4.2 Market Forecast
8.2.5 Australia
8.2.5.1 Market Trends
8.2.5.2 Market Forecast
8.2.6 Indonesia
8.2.6.1 Market Trends
8.2.6.2 Market Forecast
8.2.7 Others
8.2.7.1 Market Trends
8.2.7.2 Market Forecast
8.3 Europe
8.3.1 Germany
8.3.1.1 Market Trends
8.3.1.2 Market Forecast
8.3.2 France
8.3.2.1 Market Trends
8.3.2.2 Market Forecast
8.3.3 United Kingdom
8.3.3.1 Market Trends
8.3.3.2 Market Forecast
8.3.4 Italy
8.3.4.1 Market Trends
8.3.4.2 Market Forecast
8.3.5 Spain
8.3.5.1 Market Trends
8.3.5.2 Market Forecast
8.3.6 Russia
8.3.6.1 Market Trends
8.3.6.2 Market Forecast
8.3.7 Others
8.3.7.1 Market Trends
8.3.7.2 Market Forecast
8.4 Latin America
8.4.1 Brazil
8.4.1.1 Market Trends
8.4.1.2 Market Forecast
8.4.2 Mexico
8.4.2.1 Market Trends
8.4.2.2 Market Forecast
8.4.3 Others
8.4.3.1 Market Trends
8.4.3.2 Market Forecast
8.5 Middle East and Africa
8.5.1 Market Trends
8.5.2 Market Breakup by Country
8.5.3 Market Forecast
9 SWOT Analysis
9.1 Overview
9.2 Strengths
9.3 Weaknesses
9.4 Opportunities
9.5 Threats
10 Value Chain Analysis
11 Porters Five Forces Analysis
11.1 Overview
11.2 Bargaining Power of Buyers
11.3 Bargaining Power of Suppliers
11.4 Degree of Competition
11.5 Threat of New Entrants
11.6 Threat of Substitutes
12 Price Analysis
13 Competitive Landscape
13.1 Market Structure
13.2 Key Players
13.3 Profiles of Key Players
13.3.1 Alzex Software
13.3.1.1 Company Overview
13.3.1.2 Product Portfolio
13.3.2 BankTree Software Limited
13.3.2.1 Company Overview
13.3.2.2 Product Portfolio
13.3.3 Buxfer Inc.
13.3.3.1 Company Overview
13.3.3.2 Product Portfolio
13.3.4 CountAbout
13.3.4.1 Company Overview
13.3.4.2 Product Portfolio
13.3.5 Microsoft Corporation
13.3.5.1 Company Overview
13.3.5.2 Product Portfolio
13.3.5.3 Financials
13.3.5.4 SWOT Analysis
13.3.6 Money Dashboard Ltd.
13.3.6.1 Company Overview
13.3.6.2 Product Portfolio
13.3.7 Moneyspire Inc.
13.3.7.1 Company Overview
13.3.7.2 Product Portfolio
13.3.8 Personal Capital Corporation (Empower Retirement)
13.3.8.1 Company Overview
13.3.8.2 Product Portfolio
13.3.9 PocketSmith Ltd.
13.3.9.1 Company Overview
13.3.9.2 Product Portfolio
13.3.10 Quicken Inc.
13.3.10.1 Company Overview
13.3.10.2 Product Portfolio
13.3.11 The Infinite Kind
13.3.11.1 Company Overview
13.3.11.2 Product Portfolio
13.3.12 You Need a Budget
13.3.12.1 Company Overview
13.3.12.2 Product Portfolio
List of Figures
Figure 1: Global: Personal Finance Software Market: Major Drivers and Challenges
Figure 2: Global: Personal Finance Software Market: Sales Value (in Billion USD), 2019-2024
Figure 3: Global: Personal Finance Software Market Forecast: Sales Value (in Billion USD), 2025-2033
Figure 4: Global: Personal Finance Software Market: Breakup by Product Type (in %), 2024
Figure 5: Global: Personal Finance Software Market: Breakup by End User (in %), 2024
Figure 6: Global: Personal Finance Software Market: Breakup by Region (in %), 2024
Figure 7: Global: Personal Finance Software (Web-based Software) Market: Sales Value (in Million USD), 2019 & 2024
Figure 8: Global: Personal Finance Software (Web-based Software) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 9: Global: Personal Finance Software (Mobile-based Software) Market: Sales Value (in Million USD), 2019 & 2024
Figure 10: Global: Personal Finance Software (Mobile-based Software) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 11: Global: Personal Finance Software (Small Business) Market: Sales Value (in Million USD), 2019 & 2024
Figure 12: Global: Personal Finance Software (Small Business) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 13: Global: Personal Finance Software (Individual Consumers) Market: Sales Value (in Million USD), 2019 & 2024
Figure 14: Global: Personal Finance Software (Individual Consumers) Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 15: North America: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 16: North America: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 17: United States: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 18: United States: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 19: Canada: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 20: Canada: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 21: Asia-Pacific: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 22: Asia-Pacific: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 23: China: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 24: China: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 25: Japan: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 26: Japan: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 27: India: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 28: India: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 29: South Korea: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 30: South Korea: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 31: Australia: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 32: Australia: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 33: Indonesia: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 34: Indonesia: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 35: Others: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 36: Others: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 37: Europe: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 38: Europe: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 39: Germany: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 40: Germany: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 41: France: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 42: France: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 43: United Kingdom: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 44: United Kingdom: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 45: Italy: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 46: Italy: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 47: Spain: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 48: Spain: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 49: Russia: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 50: Russia: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 51: Others: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 52: Others: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 53: Latin America: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 54: Latin America: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 55: Brazil: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 56: Brazil: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 57: Mexico: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 58: Mexico: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 59: Others: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 60: Others: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 61: Middle East and Africa: Personal Finance Software Market: Sales Value (in Million USD), 2019 & 2024
Figure 62: Middle East and Africa: Personal Finance Software Market: Breakup by Country (in %), 2024
Figure 63: Middle East and Africa: Personal Finance Software Market Forecast: Sales Value (in Million USD), 2025-2033
Figure 64: Global: Personal Finance Software Industry: SWOT Analysis
Figure 65: Global: Personal Finance Software Industry: Value Chain Analysis
Figure 66: Global: Personal Finance Software Industry: Porter's Five Forces Analysis
List of Tables
Table 1: Global: Personal Finance Software Market: Key Industry Highlights, 2024 and 2033
Table 2: Global: Personal Finance Software Market Forecast: Breakup by Product Type (in Million USD), 2025-2033
Table 3: Global: Personal Finance Software Market Forecast: Breakup by End User (in Million USD), 2025-2033
Table 4: Global: Personal Finance Software Market Forecast: Breakup by Region (in Million USD), 2025-2033
Table 5: Global: Personal Finance Software Market: Competitive Structure
Table 6: Global: Personal Finance Software Market: Key Players