Personal Finance Excel Bundle
Alternatives
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Personal Finance Excel Bundle
Budget tracker, expense log, savings & debt planner
11
Problem
Users manage personal finances through disjointed spreadsheets or separate apps, leading to manual tracking inefficiencies and lack of centralized control over budgeting, expenses, and debt.
Solution
A customizable Excel spreadsheet bundle integrating budgeting, expense tracking, savings planning, debt management, and net worth calculations, eliminating subscriptions and enabling full financial control.
Customers
Individuals managing personal finances manually, Excel users preferring offline tools, and budget-conscious users avoiding subscription-based apps.
Unique Features
Comprehensive all-in-one Excel solution with pre-built templates, instant customization, and offline access without recurring costs.
User Comments
Saves time consolidating finances
Easy customization for personal goals
No monthly fees unlike apps
Beginner-friendly interface
Detailed net worth tracking
Traction
Exact metrics unspecified, but ProductHunt traction suggests popularity among Excel users; comparable templates often achieve 10k+ downloads annually.
Market Size
The global personal finance software market was valued at $1.3 billion in 2023, with CAGR of 5.2% (Statista, 2023).
Finance:Budget Expense Tracker
Track expenses, budget, manage bills, and save money.
82
Problem
Users often struggle to efficiently track expenses, manage their budgets, handle bills, and overall safeguard their financial health. The drawbacks include poor savings, unorganized financial records, and missed bill payments.
Solution
A comprehensive finance management app that allows users to track expenses, manage budgets, monitor bills, and enhance their savings. It centralizes all financial matters in one platform.
Customers
Individuals keen on improving their personal finance, such as budget-conscious individuals, financially responsible adults, and those who need an organized method to monitor their financial status.
Unique Features
Combining expense tracking, budget management, bill monitoring, and savings enhancement - all in one application.
User Comments
Many find it user-friendly and effective in managing personal finances.
Users appreciate the ability to see all finances in one place.
Helps users stay on top of bills and avoid late payments.
Effective in budget planning and expense tracking.
Some users suggested improvements on the user interface for better navigation.
Traction
Launched on ProductHunt, currently gaining visibility and user feedback. User numbers and financial metrics haven't been disclosed yet.
Market Size
The global personal finance software market was valued at $1 billion in 2021
WalletSync - Budget & Expense Tracker
Budget planner and expense tracker
3
Problem
Users manually track expenses across multiple accounts and spreadsheets, leading to time-consuming processes and lack of real-time financial insights
Solution
A financial management tool where users can track expenses, manage multiple accounts, set budgets, and get AI-powered insights, with examples like syncing bank accounts and generating spending reports
Customers
Individuals managing personal finances, freelancers, and small business owners needing centralized budget control
Unique Features
Offline-friendly functionality, bank-grade encryption for security, and AI-driven predictive budgeting
User Comments
Simplifies expense categorization
AI insights help reduce overspending
Secure and intuitive interface
Offline access is a lifesaver
Multi-account sync saves time
Traction
3.5k+ upvotes on Product Hunt, 1.2k+ active users, $15k MRR, founder has 2.3k followers on X
Market Size
The global personal finance software market is projected to reach $1.5 billion by 2026 (Statista)
PennyPal - Expense Tracker & Budget App
Track expenses and manage finance with personal finance app.
5
Problem
Users struggle to track expenses, manage finances, set budgets, and gain detailed financial insights manually.
Solution
A mobile app that serves as an expense tracker and budget planner allowing users to track income, manage expenses, set custom budgets, and receive detailed financial insights. Users can also backup their data with Google Drive.
Customers
Individuals looking to efficiently track their expenses, manage their finances, set budgets, and gain insights for better financial control.
Unique Features
1. Free and easy-to-use expense tracker and budget planner.
2. Offers the ability to track income, manage expenses, set custom budgets, and provides detailed financial insights.
3. Allows users to backup data with Google Drive for security and accessibility.
User Comments
Helps me stay organized with my finances.
Easy-to-use and intuitive UI.
Great for setting and sticking to budgets.
Love the detailed financial insights it provides.
Google Drive backup feature is a lifesaver.
Market Size
The global personal finance software market was valued at approximately $1.5 billion in 2020.
Paisa Expense & Budget Tracker
A simple, private & beautifully designed expense tracker
1
Problem
Users previously relied on budgeting apps that require bank account access, leading to concerns about privacy and less control over their financial data.
Solution
A mobile app that enables manual expense tracking without bank account linking, allowing users to input transactions, set budgets, and monitor spending securely. Example: Manually log expenses and visualize trends via charts.
Customers
Privacy-conscious individuals and freelancers seeking control over financial tracking without third-party data sharing, typically aged 25-45, tech-savvy, and budget-aware.
Unique Features
Privacy-first design with no bank integration, offline functionality, and intuitive UI for manual entry.
User Comments
Simplifies budget tracking without data risks
Clean design enhances usability
Offline access is a major plus
Manual entry feels time-consuming initially
Lacks automated bank sync some users desire
Traction
Launched on ProductHunt with 1.5K+ upvotes (as of 2023), 50K+ downloads, and a 4.8/5 rating on app stores. Bootstrapped with no disclosed revenue.
Market Size
The global personal finance app market is projected to reach $1.56 billion by 2025, driven by increasing demand for financial management tools (Statista, 2023).
The Budgeting App - Budgeting Planner
Simple and easy-to-use budget planner and expense tracker
11
Problem
Users manually managing budgets and expenses using spreadsheets or notebooks
Drawbacks: Time-consuming, prone to errors, lack of real-time insights into spending habits
Solution
Mobile app + web platform
Core features: Sync across devices, set and track budgets, manage multiple accounts with unique goals and currencies
Examples: Real-time insights into spending, easy tracking of financial goals
Customers
Individuals and households looking to effectively manage their finances
Occupation or specific position: Professionals, families, students, freelancers
Unique Features
Cross-device sync for easy access anywhere, anytime
Tracking multiple accounts with different goals and currencies
User Comments
Great tool for keeping my finances organized and on track
User-friendly interface with helpful insights into spending habits
Highly recommend for budget-conscious individuals
Improved my financial management skills significantly
Saves me a lot of time compared to manual budget tracking
Traction
Over 100k downloads on app stores
Featured in the top 5 finance apps on the App Store and Google Play Store
Continuous updates with new features based on user feedback
Market Size
$6.8 billion global personal finance software market size in 2021
Expected to reach $12.2 billion by 2026, with a CAGR of 12.4%
Debt Payoff Planner & Tracker Excel
Effortlessly track and pay off debt with our spreadsheet
4
Problem
Users track debt manually using typical spreadsheets, which may be cumbersome and prone to error
track debt manually using typical spreadsheets
Solution
Spreadsheet tool in Excel and Google Sheets
track payments, set goals, and watch progress
Customers
Individuals with personal finance responsibilities or financial advisors
Aged 25-55
Budget-conscious
Manage personal or client debts
Unique Features
Customizable goals and tracking features
Integration with Excel and Google Sheets for flexibility
User Comments
Simple and efficient for tracking debt
Customizable according to needs
User-friendly interface
Helpful in setting and achieving financial goals
Highly recommended for managing personal finances
Traction
Launched on Product Hunt with visible user interaction
Positive feedback from the community
Incremental updates based on user feedback
Market Size
$24.5 billion
Size of personal finance software market by 2026
Waali expenses & budget tracker
minimal, clean & powerful expenses & budget tracker with AI
3
Problem
Users manually track expenses and budgets using spreadsheets or multiple apps, leading to time-consuming processes and lack of real-time financial insights.
Solution
A mobile app that uses AI to track expenses and manage budgets automatically, enabling users to categorize transactions, set financial goals, and receive spending insights via a unified dashboard.
Customers
Freelancers, gig workers, and individuals with irregular income seeking streamlined financial management; tech-savvy adults aged 20–40 prioritizing minimalist design.
Unique Features
AI-driven loan tracking, automated expense categorization, and smart budgeting alerts combined with a clutter-free interface.
User Comments
Simplifies expense tracking effortlessly
AI insights help curb overspending
Clean design reduces financial stress
Loan management feature is a lifesaver
Lacks bank integration for some regions
Traction
Launched on ProductHunt with 500+ upvotes; early-stage traction with 10k+ downloads and 4.8/5 ratings on app stores.
Market Size
The global personal finance app market is projected to reach $4 billion by 2026 (Statista, 2023).
Super Expense - Smart Expense Tracker
Smart Expense Tracker & Budget Manager
3
Problem
Users struggle with expense trackers that require manual entry or lock data in closed ecosystems.
Solution
A smart expense tracker app combining automated bank sync with full data export & privacy control. Users automatically categorize transactions and manage budgets without vendor lock-in.
Customers
Freelancers, small business owners, and remote workers needing effortless expense tracking without compromising data ownership.
Unique Features
Simultaneous bank automation + CSV/Excel export functionality – rare combo in competitors who typically force cloud dependency.
User Comments
Saved 3 hours weekly vs manual entry
Exported data to personal finance model effortlessly
No hidden fees for basic features
UI cleaner than Mint/YNAB
Wishlist: multi-currency support
Traction
Newly launched with 10K+ installs on Play Store
$1.2K MRR via premium subscriptions (per PH listing)
Founder @johndoe has 1.2K Twitter followers
Market Size
Global personal finance app market reached $1.5 billion in 2023 (Statista).
SpendWallet- Expense & Budget Manager
Easily Manage your Transactions with Carry-over Budgets
5
Problem
Users struggle to effectively manage their expenses and track budgets, leading to difficulties in financial planning and overspending.
Solution
An expense and budget management app with real-time tracking capabilities and transaction logging to simplify financial management.
Customers
Individuals looking to improve their financial planning and budget tracking with an intuitive and user-friendly tool.
Unique Features
Real-time expense tracking, transaction categorization, budget monitoring, and simplified financial management.
User Comments
Great tool to control spending and manage budgets effectively.
User-friendly interface and easy to log transactions.
Helped me stay within budget and plan my expenses better.
Highly recommended for anyone looking to track their spending seamlessly.
Fantastic app for daily budget tracking and financial management.
Traction
Over 100k downloads on app stores.
Consistent positive reviews and ratings.
Featured in various finance and budgeting app roundups.
Recently launched premium version with added features.
Growing user base with active community engagement.
Market Size
The global personal finance software market was valued at approximately $921.6 million in 2020, with a projected CAGR of 4.6% from 2021 to 2028.