Business Finance

According to a recent report by KDMI, U.S. PERSONAL FINANCE SOFTWARE Market is anticipated to Boom by 2026

Press Release

KD Market Insights has published a new report on U.S. PERSONAL FINANCE SOFTWARE Market analysis and forecast 2019-2026. The report comprises of U.S. PERSONAL FINANCE SOFTWARE Market size, Y-o-Y growth analysis, and market dynamics, including growth drivers, restraining factors, opportunities, and trends which are spearheading current nature and future status of the market.

The U.S. personal finance software market size was valued at $232 million in 2018, and is expected to reach $343 million by 2026, registering a CAGR of 5% from 2019 to 2026.

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Personal finance software is a tool designed to integrate the financial data of a user and segregate this information to deliver a desired analytical output for improved financial planning. This software tool utilizes a variety of financial data as input and can be implemented for varied tasks such as financial transactions, bank records management, investment tracking, budget management, portfolio management, and others. In addition, it possesses the capability to manage monetary transactions and payrolls by helping an individual manage monthly expenses efficiently.

Upsurge in adoption of this software among small or home business users drives the growth of the market. It helps the small or home businesses to easily manage their funding and business operations, as it enables effective planning and management of the inflow and outflow of monetary funds.

Rise in need for advanced financial tools, technological advancements related to new product development, and availability of low-cost products boost the growth of the U.S. personal finance software market. However, lack of awareness regarding personalized financial products and services as well as availability of open-source solutions are expected to impede the market growth during the forecast period. Conversely, increase in adoption of personal finance software among industry verticals is anticipated to create numerous opportunities for market expansion. For instance, the U.S.-based bitcoin provider, Coinbase forged a union with Mint, a web-based personal finance software provider, from Intuit, to allow clients track their Bitcoin holdings.

The U.S. personal finance software market is segmented based on product and end user. On the basis of product, the market is classified into web-based software and mobile-based software. By end user, it is divided into small businesses users and individual consumers.


– The study provides an in-depth analysis of the U.S. personal finance software market along with the current trends and future estimations to elucidate the imminent investment pockets.
– A comprehensive analysis of the factors that drive and restrict the market growth is provided.
– A comprehensive quantitative analysis of the industry is provided from 2018 to 2026 to assist stakeholders to capitalize on the prevailing market opportunities.
– An extensive analysis of the key segments of the industry helps understand the trends in U.S. personal finance software market.
– Key players and their strategies are provided to understand the competitive outlook of the industry.


By Product
– Web-based Software
– Mobile-based Software

By End User
– Small Businesses Users
– Individual Consumers

– Quicken Inc.
– Buxfer, Inc.
– CountAbout Corporation
– doxo Inc.
– IGG Software, Inc.
– Microsoft Corporation
– Moneyspire Inc.
– Personal Capital Corporation
– Qapital, Inc.
– You Need a Budget LLC


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Table of Content


1.1. Report description
1.2. Key benefits for stakeholders
1.3. Research methodology

1.3.1. Secondary research
1.3.2. Primary research
1.3.3. Analyst tools & models


2.1. CXO perspective


3.1. Market definition and scope
3.2. Key findings

3.2.1. Top impacting factors
3.2.2. Top winning strategies Top winning strategies, by 2016-2019 Top winning strategies, by development 2016-2019 Top winning strategies, by company 2016-2019

3.3. Porter’s five forces analysis
3.4. Key player positioning, 2018
3.5. Market share analysis
3.6. Market dynamics

3.6.1. Drivers Rise in need to track and manage income Increase in dependency on internet Increase in the use of mobile applications

3.6.2. Restraints Availability of open-source solutions

3.6.3. Opportunities Rise in awareness among people towards usage of personal finance monitoring


4.1. Overview

4.1.1. Market size and forecast, by product type

4.2. Web-based software

4.2.1. Key growth factors and opportunities
4.2.2. Market size and forecast,

4.3. Mobile-based software

4.3.1. Key growth factors and opportunities
4.3.2. Market size and forecast, by region


5.1. Overview
5.2. Small businesses users

5.2.1. Key growth factors and opportunities
5.2.2. Market size and forecast

5.3. Individual consumers

5.3.1. Key growth factors and opportunities
5.3.2. Market size and forecast


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About KD Market Insights

KD Market Insights offers a comprehensive database of syndicated research studies, customized reports, and consulting services. These reports are created to help in making smart, instant and crucial decisions based on extensive and in-depth quantitative information, supported by extensive analysis and industry insights.

Our dedicated in-house team ensures the reports satisfy the requirement of the client. We aim at providing value service to our clients. Our reports are backed by extensive industry coverage and is made sure to give importance to the specific needs of our clients. The main idea is to enable our clients to make an informed decision, by keeping them and ourselves up to date with the latest trends in the market.

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New York, USA 12207

+1 (518) 300-1215

Email: [email protected]


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Jason Lee