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Fast Company
December 1, 2007
Anya Kamenetz |
Easy Money Aaron Patzer is taking on Quicken by merging personal finance with Web 2.0. Can he get twentysomethings to be smart with their cash?   |
PC World
January 28, 2008
Yardena Arar |
Online Finance Services Show Where Your Money Goes Web-based services can help you get a handle on your personal finances. Here are three worth looking at. |
Bank Technology News
November 2005
Glen Fest |
Money Management: PFM Lite's Starts To Get Heavier Converging with bill pay and other personal cash-management capabilities, a new on-line option seems like a slam dunk, but traction has been slow. That may be about to change. |
The Motley Fool
December 11, 2007
Dan Caplinger |
Fool Awards 2007: Best Money Management Tool Vote for the best way to manage your money. |
The Motley Fool
June 23, 2009
Rick Aristotle Munarriz |
An Intuitive Move From Microsoft? Mr. Softy's personal-finance program is going away, and Intuit looks to gain. |
U.S. Banker
February 2011
Jeremy Quittner |
Taking Control in PFM Banks are now calling the shots in online financial management, but they can't get complacent because upstarts are lurking. |
Entrepreneur
December 2007
Mike Hogan |
Who's #1? The leading personal finance programs square off - and face new challengers. |
Bank Technology News
January 2009
Glen Fest |
Keeping Up With Mint And Wells Fargo Banks left behind in the move to next-generation online financial suites may finally get their chance to move to "PFM Lite" in 2009. |
The Motley Fool
September 14, 2009
Rick Aristotle Munarriz |
Intuit Acquiring Mint.com Intuit has its eyes on growing its reach of Web-based budgeting applications. |
Bank Systems & Technology
April 27, 2010
Penny Crosman |
Channel Innovation: Building Online Relationships Looking to attract and retain Gen Y and other hard-to-reach customer segments, banks such as 1st Mariner and SunTrust are getting more creative in reaching out to customers online. |
PC Magazine
April 3, 2009
Kathy Yakal |
Mint.com (Winter 2009) Mint.com is an outstanding way to stay on top of your finances, track your spending, and learn how to save money online... Quicken Home & Business 2009... Yodlee MoneyCenter... |
Bank Technology News
September 2008
Rebecca Sausner |
PNC, Frost Respond To Gen Y Demands Attracting Gen Y customers who are used to sending 50 or more text messages a day requires a new approach to online banking. |
The Motley Fool
September 27, 2007
Tom Taulli |
Take Your Finances on a Web 2.0 Tour A new online service, Mint.com, makes it easy to track your expenses and even save you some money. |
Bank Technology News
November 2010
John Adams |
Partners for PFM's Next Chapter Portals that provide personal or peer financial and spending data like Mint, Geezeo and Bundle have proven to be good at generating industry buzz and attracting big investors, but with that attention has come the realization that the sites have content and navigation limitations. |
Entrepreneur
September 2008
David Worrell |
Making Mint By helping people manage their money, this entrepreneur is earning his. |
PC Magazine
August 1, 2006
Kathy Yakal |
Quicken Premier 2007 Quicken Premier blasts into 2007 with a new look and comprehensive home page, complementing its strong suite of personal-finance tools... Microsoft Money Premium 2007... Microsoft Money Essentials... |
Fast Company
December 2009
Farhad Manjoo |
To Sell or Not to Sell: Silicon Valley Acquisitions Market Heats Up That is the question in Silicon Valley as the acquisitions market heats up. And with it, another head scratcher: Are acquisitions good for anyone? |
BusinessWeek
October 1, 2009
Lauren Young |
Big Banks Take a Hint from Mint.com Intuit wants to buy the online budget tool, and imitators are sprouting. |
Fast Company
Noah Kagan |
10 Insider's Lessons From Facebook's Marketing Strategy As you read articles and posts about successful companies, take what you can and apply it to your business -- but don't force a square peg in a round hole. |
Bank Technology News
June 2009
Daniel Wolfe |
Metavante's Affinity for FinanceWorks The recession's hastened vendor consolidation and awakened entire generations of worried consumers who want real-time automated info on their finances. |
BusinessWeek
March 4, 2010
Rich Jaroslovsky |
Behind the Buzz About Mint The finance site is really Quicken for the short-attention-span generation. |
The Motley Fool
April 3, 2008
Dayana Yochim |
Stop Mistreating Your Money If you're not treating every dollar as an investment, you might as well just kick it to the gutter. |
U.S. Banker
July 2009
Stessa Cohen |
The Case for Building a Social Media Strategy The growth of social networking and the emergence of social-banking models will drive fundamental change in the ways that consumers manage their financial lives. |
The Motley Fool
June 12, 2007
John Rosevear |
Checking Out Checking Accounts How to steer clear of "free checking" pitfalls. |
Bank Systems & Technology
January 5, 2009
Maria Bruno-Britz |
Personal Finance Tools Bring New Value to Online Channel With all the buzz around mobile banking, it's sometimes easy to forget about online banking. But banks are breathing new life into the channel with personal financial management tools. |
PC World
October 2004
Yardena Arar |
Personal Finance Goes for Convenience Updated versions of finance management packages Microsoft Money 2005 Premium and Intuit's Quicken Premier 2005 will do more of the work for you. |
PC Magazine
August 13, 2004
Kathy Yakal |
Finance Packages: Money Edges Out Quicken The two stalwarts are generally more alike than different, but Microsoft has made sweeping changes, adding a new end-run around tedious account setup and a two-tiered approach to personal-finance management. |
Bank Technology News
December 2009
John Adams |
White-Label PFM's BBVA's White Horse It only took a couple of months for consumers to flock to BBVA's white-label offering of online personal financial management tools - further bolstering the argument for PFM as a major new appendage for online banking. |
U.S. Banker
January 2010
John Adams |
Success Story In Spain, BBVA's Tu Cuentas validates personal financial management as a must-have online tool. |
The Motley Fool
February 4, 2008
Mary Dalrymple |
Get a Handle on Your Money -- Free! Read on for seven websites that offer simple personal finance tools at no cost. |
Bank Technology News
March 2010
Rebecca Sausner |
PFM's Value Resides in Actionable Information There are two problems with the hype surrounding banks and personal financial management (PFM) tools. |
U.S. Banker
June 2010
Bonnie McGeer |
Cross-Selling Made Simple For banks that offer personal financial management to their online customers, creating a targeted ad campaign can be a matter of a few clicks and a few minutes. |
CIO
August 24, 2009
Nancy Gohring |
Banking Services Aim to Help Gen Y Manage Money Bank accounts and financial management tools designed to help Gen-Y customers save money and pay bills. |
The Motley Fool
January 5, 2009
Dayana Yochim |
Fiscal Fitness '09: Control Your Cash Flow in 5 Minutes Every weekday this month, you'll get help getting fiscally fit as we work toward our goal of saving $2,000 to invest in 3 stocks. The challenge starts with a simple eye-opening task. |
PC Magazine
February 6, 2009
Kathy Yakal |
Quicken Home & Business 2009 There's no longer any need to be daunted by the awesome power of Quicken, thanks to an interface overhaul from Intuit. |
PC World
April 2005
Yardena Arar |
Intuit Cripples Older Quicken Versions Users bemoan forced upgrades and diminished functionality... Software will only work with certain banks. |
PC Magazine
August 13, 2003
Kathy Yakal |
Quicken 2004 is Rock Solid Intuit's personal finance software takes major strides in investment tracking and initial setup and stands nose-to-nose with Microsoft Money. |
PC Magazine
August 28, 2006
Kathy Yakal |
Quicken Basic 2007 For consumers with modest personal-finance management needs, Quicken Basic is the best. |
