"Shaping The Future Of BFSI With Data-Driven Intelligence And Strategic Insights"

Personal Finance Software Market Size, Share & Industry Analysis, By Tool (Budgeting Software, Tax Management Software, Retirement Planning Software, Investment Tracking Software, and Others), By Type (Web-based and Mobile-based), By Deployment (Cloud and On-premise), By End-user (Small Business Users and Individual Consumers), and Regional Forecast 2025 – 2032

Last Updated: November 17, 2025 | Format: PDF | Report ID: FBI112683

 


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ATTRIBUTE

DETAILS

Study Period

2019-2032

Base Year

2024

Estimated Year

2025

Forecast Period

2025-2032

Historical Period

2019-2023

Growth Rate

CAGR of 7.2% from 2025 to 2032

Unit

Value (USD Billion)

 

 

 

 

 

 

 

 

 

 

 

 

Segmentation

By Tool

  • Budgeting Software
  • Tax Management Software
  • Retirement Planning Software
  • Investment Tracking Software
  • Others (Payment Software, etc.)

By Type

  • Web-based
  • Mobile-based

By Deployment

  • Cloud
  • On-premise

By End-user

  • Small Business Users
  • Individual Consumers

By Region

  • North America (By Tool, By Type, By Deployment, By End-user, and By Country)
    • U.S.
    • Canada
    • Mexico
  • South America (By Tool, By Type, By Deployment, By End-user, and By Country)
    • Brazil
    • Argentina
    • Rest of South America
  • Europe (By Tool, By Type, By Deployment, By End-user, and By Country)
    • U.K.
    • Germany
    • France
    • Italy
    • Spain
    • Russia
    • Benelux
    • Nordics
    • Rest of Europe
  • Middle East and Africa (By Tool, By Type, By Deployment, By End-user, and By Country)
    • Turkey
    • Israel
    • GCC
    • North Africa
    • South Africa
    • Rest of MEA
  • Asia Pacific (By Tool, By Type, By Deployment, By End-user, and By Country)
    • China
    • India
    • Japan
    • South Korea
    • ASEAN
    • Oceania
    • Rest of Asia Pacific

Companies Profiled in the Report

Quicken Inc. (U.S.), The Infinite Kind (Scotland), You Need A Budget LLC (U.S.), Buxfer Inc. (U.S.), Doxo Inc. (U.S.), Money Dashboard Limited (U.K.), Moneyspire Inc. (U.S.), Personal Capital Corp. (U.S.), Pocket Smith Ltd. (New Zealand), and Paypal Inc. (U.S.).

  • 2019-2032
  • 2024
  • 2019-2023
  • 135
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