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Personal Finance Software Market: Global Industry Trends, Share, Size, Growth, Opportunity and Forecast 2022-2027

Market Overview:

The global personal finance software market size reached US$ 1.14 Billion in 2021. Looking forward, IMARC Group expects the market to reach a value of US$ 1.58 Billion by 2027, exhibiting a CAGR of 5.30% during 2022-2027. Keeping in mind the uncertainties of COVID-19, we are continuously tracking and evaluating the direct as well as the indirect influence of the pandemic on different end use sectors. These insights are included in the report as a major market contributor.

Personal finance software refers to an advanced solution that is designed for integrating, interpreting, and segregating information related to the financial data of a user. It involves budgeting, banking, insurance, mortgages, investments, retirement, and tax and estate plans. These programs aid in organizing the budget, accounting finances, and making financial decisions to meet long-term financial goals. In addition to this, personal finance software assists users in tracking transactions, managing bank records, tracing investments, and preventing interest on late payments by providing scheduled reminders for bills and deposits. At present, it is categorized into web-based and mobile-based software types. 

Personal Finance Software Market Trends:

The increasing demand for secured and personalized digital services has prompted the widespread adoption of personal finance software across small and medium-sized enterprises (SMEs). These solutions help track assets or liabilities, create datasheets, and draft tax reports., which, in turn, is positively stimulating market growth. In line with this, significant technological advancements, such as the integration of big data, the Internet of Things (IoT), and artificial intelligence (AI) solutions for examining consumer behavior, delivering a personalized experience, and communicating with users through chatbots, is acting as another growth-inducing factor. This is further supported by the incorporation of blockchain solutions by the government of various countries in the software for adding another security layers to ensure the safety of credit cards, personal finance, and investments information. Additionally, the rising need amongst businesses to cope with financial challenges, especially during the consequent implementation of mandatory lockdowns due to the sudden outbreak of coronavirus disease (COVID-19) pandemic, is further propelling the market growth. Apart from this, the escalating launch and uptake of personal finance applications by the bank, financial services, and insurance (BFSI) institutions for providing better customer assistance and offers is creating a positive outlook for the market. 

Key Market Segmentation:

IMARC Group provides an analysis of the key trends in each sub-segment of the global personal finance software market, along with forecasts at the global, regional and country level from 2022-2027. Our report has categorized the market based on product type and end user.

Breakup by Product Type:

  • Web-based Software
  • Mobile-based Software
     

Breakup by End User:

  • Small Business
  • Individual Consumers
     

Breakup by Region:

  • North America
    • United States
    • Canada
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia
    • Indonesia
    • Others
  • Europe
    • Germany
    • France
    • United Kingdom
    • Italy
    • Spain
    • Russia
    • Others
  • Latin America
    • Brazil
    • Mexico
    • Others
  • Middle East and Africa
     

Competitive Landscape:

The competitive landscape of the industry has also been examined along with the profiles of the key players being Alzex Software, BankTree Software Limited, Buxfer Inc., CountAbout, Microsoft Corporation, Money Dashboard Ltd., Moneyspire Inc., Personal Capital Corporation (Empower Retirement), PocketSmith Ltd., Quicken Inc., The Infinite Kind and You Need a Budget.

Report Coverage:

Report Features Details
Base Year of the Analysis 2021
    Historical Period 2016-2021
Forecast Period 2022-2027
Units US$ Billion
Segment Coverage Product Type, End User, Region
Region Covered  Asia Pacific, Europe, North America, Latin America, Middle East and Africa
Countries Covered United States, Canada, Germany, France, United Kingdom, Italy, Spain, Russia, China, Japan, India, South Korea, Australia, Indonesia, Brazil, Mexico
Companies Covered Alzex Software, BankTree Software Limited, Buxfer Inc., CountAbout, Microsoft Corporation, Money Dashboard Ltd., Moneyspire Inc., Personal Capital Corporation (Empower Retirement), PocketSmith Ltd., Quicken Inc., The Infinite Kind and You Need a Budget.
Customization Scope 10% Free Customization
Report Price and Purchase Option Single User License: US$ 2499
Five User License: US$ 3499
Corporate License: US$ 4499
Post-Sale Analyst Support 10-12 Weeks
Delivery Format PDF and Excel through Email (We can also provide the editable version of the report in PPT/Word format on special request)

 

Key Questions Answered in This Report:

  • How has the global personal finance software market performed so far and how will it perform in the coming years?
  • What has been the impact of COVID-19 on the global personal finance software market?
  • What are the key regional markets?
  • What is the breakup of the market based on the product type?
  • What is the breakup of the market based on the end user?
  • What are the various stages in the value chain of the industry?
  • What are the key driving factors and challenges in the industry?
  • What is the structure of the global personal finance software market and who are the key players?
  • What is the degree of competition in the industry?

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 US$), 2016-2021
Figure 3: Global: Personal Finance Software Market Forecast: Sales Value (in Billion US$), 2022-2027
Figure 4: Global: Personal Finance Software Market: Breakup by Product Type (in %), 2021
Figure 5: Global: Personal Finance Software Market: Breakup by End User (in %), 2021
Figure 6: Global: Personal Finance Software Market: Breakup by Region (in %), 2021
Figure 7: Global: Personal Finance Software (Web-based Software) Market: Sales Value (in Million US$), 2016 & 2021
Figure 8: Global: Personal Finance Software (Web-based Software) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 9: Global: Personal Finance Software (Mobile-based Software) Market: Sales Value (in Million US$), 2016 & 2021
Figure 10: Global: Personal Finance Software (Mobile-based Software) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 11: Global: Personal Finance Software (Small Business) Market: Sales Value (in Million US$), 2016 & 2021
Figure 12: Global: Personal Finance Software (Small Business) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 13: Global: Personal Finance Software (Individual Consumers) Market: Sales Value (in Million US$), 2016 & 2021
Figure 14: Global: Personal Finance Software (Individual Consumers) Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 15: North America: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 16: North America: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 17: United States: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 18: United States: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 19: Canada: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 20: Canada: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 21: Asia-Pacific: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 22: Asia-Pacific: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 23: China: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 24: China: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 25: Japan: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 26: Japan: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 27: India: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 28: India: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 29: South Korea: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 30: South Korea: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 31: Australia: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 32: Australia: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 33: Indonesia: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 34: Indonesia: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 35: Others: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 36: Others: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 37: Europe: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 38: Europe: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 39: Germany: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 40: Germany: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 41: France: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 42: France: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 43: United Kingdom: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 44: United Kingdom: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 45: Italy: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 46: Italy: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 47: Spain: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 48: Spain: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 49: Russia: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 50: Russia: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 51: Others: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 52: Others: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 53: Latin America: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 54: Latin America: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 55: Brazil: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 56: Brazil: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 57: Mexico: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 58: Mexico: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 59: Others: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 60: Others: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
Figure 61: Middle East and Africa: Personal Finance Software Market: Sales Value (in Million US$), 2016 & 2021
Figure 62: Middle East and Africa: Personal Finance Software Market: Breakup by Country (in %), 2021
Figure 63: Middle East and Africa: Personal Finance Software Market Forecast: Sales Value (in Million US$), 2022-2027
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, 2021 and 2027
Table 2: Global: Personal Finance Software Market Forecast: Breakup by Product Type (in Million US$), 2022-2027
Table 3: Global: Personal Finance Software Market Forecast: Breakup by End User (in Million US$), 2022-2027
Table 4: Global: Personal Finance Software Market Forecast: Breakup by Region (in Million US$), 2022-2027
Table 5: Global: Personal Finance Software Market: Competitive Structure
Table 6: Global: Personal Finance Software Market: Key Players


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