The 5 Best Finance Apps for Tablets

By Kat Kasel

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The holidays are upon us and the new year is just around the corner. Of course, that means many people are starting to think about their resolutions for 2013. Typical New Year’s goals tend to focus on personal and professional improvement – especially when it comes to appearances and finances.

Despite our initial conviction that we WILL get to the gym every day and we WILL start setting aside money for savings, it’s all to easy to let these ideas slip by the wayside when life distracts us.

But there are ways to stay on track – especially when it comes to monetary goals. Read on for five of the best financial apps for your iPad or smart phone and download (for free!) any of these that sound helpful for your unique financial needs.


With SigFig, you can track your stocks, mutual funds, and ETFs in real-time and make adjustments as needed. One great feature – SigFig diagnoses your portfolio and gives you data-driven investment information that you can use to overhaul bad investments, eliminate fees, and determine if the “experts” managing your money are overcharging or under-delivering. All your investments – including your 401K, IRA, and portfolio investments are compiled into a single dashboard for a streamlined user interface that lets you manage your assets across the web via any mobile device.

You can use the SigFig charts to check your performance, allocation, risk, etc. and then optimize your portfolio based on the investment advice engine they provide and update regularly.

SigFig syncs with leading brokerage firms like Scottrade, E*trade, Fidelity, and Vanguard.


With the tagline “the best free way to manage your money” – users expect nothing less. The app allows you to track spending, savings, and earnings across a range of personal accounts. You can manage your money on the go by viewing checking, savings, credit cards, investments, and retirement accounts. The app info syncs with on web and mobile so you always have access to your personal account with your password and 4-digit pin. This pin-lock option is great if you are worried about security, but since it’s mostly a read-only app, a thief couldn’t do much except admire your balance and annual return and dream about what it must be like to be you.

Mint categorizes all transactions so you can determine what you are spending your money on and where you need to cut back. Analytical graphs reveal where your money is going so you can see spending habits and learn your net worth. There is a lot to learn and plenty to see and everything is laid out quite nicely but you can’t make any trades or pay bills directly through the service. You can however, avoid late fees with’s bill reminders and alerts.

Yahoo! Finance

The Yahoo! Finance app is clear, user-friendly, and doesn’t come with a lot of unnecessary bells and whistles – just good data in real time. The app highlights include a comprehensive market summary, daily ticker video, real-time and after-hours data, detailed statistics, and currency comparison charts. You can also compile the stocks you care about using the “my quotes” feature and track progress.

“Smart pagination” means you can scan news articles, see the related graphs, quotes, and more while maintaining focus and not losing your place.

One cool feature – the shake navigation. One firm shake and you can return to the main menu screen.


This app, designed by Thomas Reuters, allows financial professionals, students, and market enthusiasts to quickly grasp global equity performance, and effortlessly review news, events, and research driving the markets. Some argue that this program is a little more tailored to the general public than Yahoo! Finance, but it’s still a great resource for those looking for financial information and market specifics. Expert traders like those at Online Trading Academy, often use this app to stay privy to premium news on the company level. There are customizable lists to track market activity for specific companies and leading research from globally renowned investment banks. The portfolio monitor allows users to review portfolio and benchmark values while the “briefcase” feature lets users set aside news and save documents for offline reading.

Square Register (for business)

Accept credit cards and run your business anywhere! While this isn’t a personal finance tool like the apps listed above, for small business owners, this app is a godsend. The Square Register functions as a mobile payment solution, accepting credit card, cash, and square wallet payments. It allows for printed, emailed, or texted receipts for customers, and makes tipping simple.

There are multiple tax options and a directory of business where you can set up a company profile and encourage growth. This ipad app also provides access to sales summaries and reports and offers integrated loyalty programs for regulars. Square also boasts wireless printing and “cash drawer” compatibility.

Overall, there are some truly fantastic apps out there to help individuals, traders, and businesses manage their wealth in 2013 and beyond! Check out the iTunes store for more details about what’s available for your tablet or smartphone and download these free resources to stay committed to your financial goals long-term.

About Kat Kasel
Kat is a freelance writer and media associate for a digital marketing company in Washington, DC. She loves reading and writing but 'rithmatic? Not so much.

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