Recent Posts Tagged With 'personal financial management'

• Microsoft to discontinue selling Microsoft Money immediately, end online service in two years

  Posted on Wednesday June 10th, 2009 at 19:14 in intuit, Microsoft, personal financial management

  Microsoft will stop selling its Microsoft Money packaged personal finance management (PFM) software at the end of this month (FAQ here). Online services will expire Jan. 31, 2011, or earlier depending...

• LowerMyAssessment.com offers timely personal finance tool to save on property taxes

  Posted on Tuesday June 2nd, 2009 at 19:48 in fee income, launches, mortgage, personal financial management, real estate, tax prep

  Usually, it's the big ideas that get all the press. Last week alone, Microsoft launched a new search engine (Bing), Google announced a new way to communicate (Google Wave), and Facebook starting rolli...

• Fallout from Rudder's mishap, will it impact all third-party PFM apps?

  Posted on Wednesday May 20th, 2009 at 21:27 in personal financial management, Public Relations

  Yesterday, Rudder suffered an embarrassing email glitch that impacted 732 customers. In the pre-Internet days, no one other than those few hundred customers, and a few of their friends, would have hea...

• Intuit's Quicken Online Releases Native iPhone App

  Posted on Saturday May 2nd, 2009 at 11:22 in intuit, iphone, mobile banking, personal financial management

  Yesterday, Intuit launched its first native app for the iPhone, Quicken Online Mobile. It's already risen to number four in the Finance category (note 1), and will likely hit number one given the numb...

• Apple iPhone Print Advertisements Feature Personal Finance Apps

  Posted on Thursday April 16th, 2009 at 19:06 in apple, bank of america, iphone, mint, mobile banking, personal financial management

  Apple must be one of the more lucrative advertisers these days at the Wall Street Journal. Apple has bought the back page more times than I can count to show off the iPhone and more-importantly, the d...

• Xpenser Masters Mobile Expense Input

  Posted on Tuesday March 31st, 2009 at 18:06 in expensify, personal financial management, small business

  Launched in Oct. 2007, Xpenser (see note 1) is a financial tool designed for tracking items for business expense reports. Monthly traffic is about 6,000 unique visitors according to Compete. To unders...

• Wesabe to Power Bank and Credit Union Personal Finance Communities with White-label Deals

  Posted on Wednesday March 18th, 2009 at 21:30 in geezeo, personal financial management, wesabe

  Today, Wesabe (company blog post) joined Geezeo (press release) in officially pursuing a strategy of white-labeling its personal finance services for banks and credit unions (note 1). Wesabe CEO Marc ...

• Will the Online Personal Finance Specialists Survive?

  Posted on Thursday March 5th, 2009 at 21:19 in alerts & messaging, mint, personal financial management, security & privacy, wesabe

  I love personal financial management websites. Not so much for the reality, actually I hate tracking expenses, but for the promise. The illusion of having everything under control, never overdrafting,...

• Mint, Quicken Online Release Registered-User Totals

  Posted on Friday February 20th, 2009 at 22:26 in intuit, metrics & market research, mint, personal financial management

  We've regularly cited third-party estimates of website traffic to Mint and other PFMs. More often that not, we'll get a comment or email taking us to task for using such inexact and/or irrelevant data...

• Online Personal Finance Traffic Soars; Mint Passes One Million Unique Visitors

  Posted on Monday February 9th, 2009 at 22:52 in geezeo, intuit, lendingtree, mint, personal financial management, thrive, wesabe

  January is always a great month for personal finance. Consumers working off holiday spending binges and/or attempting to live up to New Years resolutions naturally find their way to personal financial...

• Best of the Web: Zions Bank's Holiday Gift Planner Wraps Personal Finance into a Neat Package

  Posted on Friday November 28th, 2008 at 16:40 in personal financial management, zions bank

  As I was publishing my earlier post on the Thanksgiving message on the Zions Bank homepage, I noticed a small Holiday Gift Planner banner in the lower left corner (see inset below). Expecting to find ...

• Wells Fargo is Second Online Personal Finance Provider to Join the 1-million Club

  Posted on Tuesday November 18th, 2008 at 00:34 in bank of america, market research & metrics, personal financial management, wells fargo

  In April, we reported on the robust adoption of Bank of America's online personal finance manager, My Portfolio (see note 1), used by 10% of the bank's 25 million online bankers. The results are espec...

• Online Personal Finance Traffic More than Doubles; PNC Virtual Wallet Grabs Second Place

  Posted on Thursday October 23rd, 2008 at 21:53 in geezeo, metrics & market research, mint, personal financial management, pnc bank, rudder, wesabe

  As I was drilling into the latest Compete traffic numbers for the annual Online Banking Report planning issue, I noticed a significant uptick in traffic to online personal finance specialists, almost ...

• Finovate 2008 BillShrink

  Posted on Tuesday October 14th, 2008 at 15:11 in finovate, personal financial management

  Drum roll please, our final presenter today is Peter Pham, CEO of BillShrink. Menlo Park, CA-based BillShrink launched its new service in July. The service is designed to help consumer find the best d...

• Finovate 2008 Thrive

  Posted on Tuesday October 14th, 2008 at 14:45 in finovate, personal financial management, thrive

  The second-to-last presenter today is Thrive from Loudwater Labs. CEO Avi Karnani will be conducting the demo. New York City-based Thrive is the latest entry in the online personal finance market. Wha...

• Finovate 2008 Mint

  Posted on Tuesday October 14th, 2008 at 14:39 in finovate, mint, personal financial management

  Mint CEO & Founder Aaron Patzer will be presenting next.  Online personal finance provider Mint, launched a year ago, and won a Best of Show award at our first Finovate conference in 2007. Wh...

• Moneytrackin' is First Major Online Personal Finance Management App to Make it Into the Apple App Store

  Posted on Tuesday September 30th, 2008 at 23:05 in apple, buxfer, iphone, mobile banking, moneytrackin', personal financial management

  I'm certain most major PFM providers will have an iPhone app within the next six to 12 months. It's a valuable product extension from a functionality standpoint (see note 1). Even more important are t...

• Pennyminder is Tenth Online Finance Startup to Launch/Unveil in September

  Posted on Wednesday September 24th, 2008 at 21:00 in launches, personal financial management

  What a month for financial tech startups! Partly due to DEMO, TechCrunch50 and our Finovate, there's been at least 10 online financial service launches or unveilings this month in North America alone ...

• New Online Personal Finance Manager Thrive Rounds Out Finovate NYC Conference Lineup

  Posted on Tuesday September 23rd, 2008 at 19:43 in finovate, launches, personal financial management, thrive

  With three weeks remaining before Finovate NYC, the final company in the demo lineup is stepping out of stealth mode and announcing its participation in our second annual new-products conference. See ...

• Expensify Launches Decoupled Credit/Debit Card Using Prepaid Model

  Posted on Thursday September 11th, 2008 at 20:59 in expensify, launches, personal financial management, prepaid products

  Like Rate Surfer, which we wrote about yesterday, Expensify launched its new employee-expense management system from the TechCrunch50 DemoPit this week. The San Francisco-based startup (note 1) combin...

• Shryk Launches iThryv, Online Banking for Youth, at TechCrunch50

  Posted on Tuesday September 9th, 2008 at 03:36 in conferences, launches, personal financial management

  Two huge tech conferences opened today in California with 124 companies launching new products this week in front of a combined audience of more than 2,500 (see note 1). At DEMOfall in San Diego, 72 c...

• Intuit Launches Quicken Beam: Free Text-Message Alerts & Balance Inquiry

  Posted on Monday August 25th, 2008 at 15:59 in intuit, launches, mobile banking, personal financial management

  Intuit joined the messaging race with the beta release of Quicken Beam. The free service sends users text-messaged balance-and-activity alerts from most U.S. bank, credit card, and credit union accoun...

• Rudder (formerly SpendView) Launches New Mint-like Personal Finance Site

  Posted on Saturday August 23rd, 2008 at 14:44 in launches, personal financial management, rudder

  There's a new challenger in the online PFM space: aptly named startup Rudder which is headquartered in Houston, TX (see note 1). The company was founded in 2007 and launched last year under the na...

• First Sales Report on an iPhone Finance App: Tipulator Downloaded 3,200 Times

  Posted on Friday August 15th, 2008 at 20:13 in personal financial management

  According to TechCrunch, the $0.99 tip calculator app from TapTapTap has been downloaded 3,200 times in the month its been available. Net income to the developer, after Apple takes its 30% cut, is $2,...

• Wesabe Adds Twitter Integration for Account Updates

  Posted on Monday August 11th, 2008 at 14:27 in personal financial management, twitter, wesabe

  Wesabe's latest feature, the ability to update your account via Twitter, isn't likely to find too many users in the short-term. However, it's a great marketing move that could see a fair amount of upt...

• Mint Site Traffic Grows by 60,000 in July

  Posted on Thursday August 7th, 2008 at 19:48 in metrics & market research, mint, personal financial management

  According to Compete, website traffic to personal-finance startup Mint increased to 460,000 in July compared to 400,000 the month before, for a 13% increase. Site traffic has quadrupled since December...

• Frost Bank Momentum Account Combines Reward Checking and Personal Financial Management

  Posted on Wednesday July 30th, 2008 at 16:08 in andera, deposits, personal financial management

  After a solid decade of ignoring financial management features in online banking (see note 1), we now have two banks doing very interesting things melding transaction accounts with personal financial ...

• Green Sherpa to Enter the Online Personal Finance Market in September

  Posted on Friday July 18th, 2008 at 20:59 in personal financial management

  I came across Green Sherpa in a Web search a few weeks ago. The Santa Barbara, CA-based startup is planning a Sep. 8 launch. The homepage (shown below) is not currently functional. All links point to ...

• PNC Bank Takes on Mint & Quicken with PNC Virtual Wallet

  Posted on Monday July 14th, 2008 at 21:53 in andera, bank 2.0, deposits, personal financial management, pnc bank

  Just when you though, Mint, Wesabe, and Geezeo had a lock on all the headlines for Gen Y personal finance, along comes a truly inspired effort from a major U.S. retail bank. Furthermore, it's not from...

• FiLife Debuts, Personal Finance Powered by Dow Jones and IAC

  Posted on Friday June 13th, 2008 at 14:37 in filife, lead generation, personal financial management

  I've been reading the FiLife blog and monitoring its URL since I heard about the intriguing concept last summer. After a couple false starts, the site went live yesterday. The unique joint effort ...