Table of Content

Chapter 1: INTRODUCTION

1.1. Report description
1.2. Key benefits for stakeholders
1.3. Research methodology

1.3.1. Secondary research
1.3.2. Primary research
1.3.3. Analyst tools & models

Chapter 2: EXECUTIVE SUMMARY

2.1. CXO perspective

Chapter 3: MARKET OVERVIEW

3.1. Market definition and scope
3.2. Key findings

3.2.1. Top impacting factors
3.2.2. Top winning strategies

3.2.2.1. Top winning strategies, by 2016-2019
3.2.2.2. Top winning strategies, by development 2016-2019
3.2.2.3. Top winning strategies, by company 2016-2019

3.3. Porter’s five forces analysis
3.4. Key player positioning, 2018
3.5. Market share analysis
3.6. Market dynamics

3.6.1. Drivers

3.6.1.1. Rise in need to track and manage income
3.6.1.2. Increase in dependency on internet
3.6.1.3. Increase in the use of mobile applications

3.6.2. Restraints

3.6.2.1. Availability of open-source solutions

3.6.3. Opportunities

3.6.3.1. Rise in awareness among people towards usage of personal finance monitoring

Chapter 4: PERSONAL FINANCE SOFTWARE MARKET, BY PRODUCT TYPE

4.1. Overview

4.1.1. Market size and forecast, by product type

4.2. Web-based software

4.2.1. Key growth factors and opportunities
4.2.2. Market size and forecast,

4.3. Mobile-based software

4.3.1. Key growth factors and opportunities
4.3.2. Market size and forecast, by region

Chapter 5: PERSONAL FINANCE SOFTWARE MARKET, BY END USER

5.1. Overview
5.2. Small businesses users

5.2.1. Key growth factors and opportunities
5.2.2. Market size and forecast

5.3. Individual consumers

5.3.1. Key growth factors and opportunities
5.3.2. Market size and forecast

Chapter 6: COMPANY PROFILES

6.1. QUICKEN INC.

6.1.1. Company overview
6.1.2. Company snapshot
6.1.3. Product portfolio
6.1.4. Key strategic moves and developments

6.2. BUXFER, INC.

6.2.1. Company overview
6.2.2. Company snapshot
6.2.3. Product portfolio

6.3. COUNTABOUT CORPORATION

6.3.1. Company overview
6.3.2. Company snapshot
6.3.3. Product portfolio

6.4. Doxo inc.

6.4.1. Company overview
6.4.2. Company snapshot
6.4.3. Product portfolio

6.5. IGG SOFTWARE, INC.

6.5.1. Company overview
6.5.2. Company snapshot
6.5.3. Product portfolio
6.5.4. Key strategic moves and developments

6.6. MICROSOFT CORPORATION

6.6.1. Company overview
6.6.2. Company snapshot
6.6.3. Operating business segments
6.6.4. Product portfolio
6.6.5. Business performance

6.7. MONEYSPIRE INC.

6.7.1. Company overview
6.7.2. Company snapshot
6.7.3. Product portfolio
6.7.4. Key strategic moves and developments

6.8. PERSONAL CAPITAL CORPORATION

6.8.1. Company overview
6.8.2. Company snapshot
6.8.3. Operating business segments
6.8.4. Product portfolio

6.9. QAPITAL, INC.

6.9.1. Company overview
6.9.2. Company snapshot
6.9.3. Product portfolio
6.9.4. Key strategic moves and developments

6.10. YOU NEED A BUDGET LLC

6.10.1. Company overview
6.10.2. Company snapshot
6.10.3. Product portfolio



List of Figures



FIGURE 01. U.S. PERSONAL FINANCE SOFTWARE MARKET: KEY PLAYERS
FIGURE 02. SEGMENTATION OF U.S. PERSONAL FINANCE SOFTWARE MARKET
FIGURE 03. TOP IMPACTING FACTOR: PERSONAL FINANCE SOFTWARE MARKET
FIGURE 04. TOP WINNING STRATEGIES, BY 2016-2019*
FIGURE 05. TOP WINNING STRATEGIES, BY DEVELOPMENT 2016-2019 (%)
FIGURE 06. TOP WINNING STRATEGIES, BY COMPANY 2016-2019 (%)
FIGURE 07. LOW-TO-MODERATE BARGAINING POWER OF SUPPLIER
FIGURE 08. LOW BARGAINING POWER OF BUYER
FIGURE 09. MODERATE THREAT OF SUBSTITUTES
FIGURE 10. LOW-TO-MODERATE THREAT OF NEW ENTRANTS
FIGURE 11. HIGH COMPETITIVE RIVALRY
FIGURE 12. KEY PLAYER POSITIONING: PERSONAL FINANCE SOFTWARE MARKET, 2018
FIGURE 13. MARKET SHRE ANALYSIS, 2018
FIGURE 14. DRIVERS, RESTRAINTS, AND OPPORTUNITIES: PERSONAL FINANCE SOFTWARE MARKET
FIGURE 15. PERSONAL FINANCE SOFTWARE MARKET REVENUE FOR WEB-BASED SOFTWARE, 2018–2026 ($MILLION)
FIGURE 16. PERSONAL FINANCE SOFTWARE MARKET REVENUE FOR MOBILE-BASED SOFTWARE, 2018-2026 ($MILLION)
FIGURE 17. PERSONAL FINANCE SOFTWARE MARKET REVENUE FOR SMALL BUSINESSES USERS, 2019–2026 ($MILLION)
FIGURE 18. PERSONAL FINANCE SOFTWARE MARKET REVENUE FOR INDIVIDUAL CONSUMERS, 2018–2026 ($MILLION)
FIGURE 19. MICROSOFT: TOTAL REVENUE, 2016–2018 ($MILLION)
FIGURE 20. MICROSOFT: REVENUE SHARE BY SEGMENT, 2018 (%)
FIGURE 21. MICROSOFT: REVENUE SHARE BY REVENUE, 2018 (%)

 

List of Tables



TABLE 01. U.S. PERSONAL FINANCE SOFTWARE MARKET REVENUE, BY PRODUCT TYPE, 2018–2026 ($MILLION)
TABLE 02. U.S. PERSONAL FINANCE SOFTWARE MARKET REVENUE, BY END USERS, 2018–2026 ($MILLION)
TABLE 03. QUICKEN: COMPANY SNAPSHOT
TABLE 04. QUICKEN: PRODUCT PORTFOLIO
TABLE 05. BUXFER: COMPANY SNAPSHOT
TABLE 06. BUXFER: PRODUCT PORTFOLIO
TABLE 07. COUNTABOUT: COMPANY SNAPSHOT
TABLE 08. COUNTABOUT: PRODUCT PORTFOLIO
TABLE 09. DOXO: COMPANY SNAPSHOT
TABLE 10. DOXO: PRODUCT PORTFOLIO
TABLE 11. IGG SOFTWARE, INC.: COMPANY SNAPSHOT
TABLE 12. IGG SOFTWARE, INC.: PRODUCT PORTFOLIO
TABLE 13. MICROSOFT: COMPANY SNAPSHOT
TABLE 14. MICROSOFT: OPERATING SEGMENTS
TABLE 15. MICROSOFT: PRODUCT PORTFOLIO
TABLE 16. MONEYSPIRE: COMPANY SNAPSHOT
TABLE 17. MONEYSPIRE: PRODUCT PORTFOLIO
TABLE 18. PERSONAL CAPITAL: COMPANY SNAPSHOT
TABLE 19. PERSONAL CAPITAL: OPERATING SEGMENTS
TABLE 20. PERSONAL CAPITAL: PRODUCT PORTFOLIO
TABLE 21. QAPITAL, INC.: COMPANY SNAPSHOT
TABLE 22. QAPITAL, INC.: PRODUCT PORTFOLIO
TABLE 23. YNAB: COMPANY SNAPSHOT
TABLE 24. YNAB: PRODUCT PORTFOLIO