--- title: "Maxim Money Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Maxim Money Software - reviews, pricing plans, popular comparisons to other Hedge Fund products and more." source_url: "https://www.capterra.com/p/10032762/Maxim-Money/" page_type: "product" language: "en" --- # Maxim Money Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Maxim Money ## What is Maxim Money? Maxim Money is a personal finance software for Windows designed to simplify financial management with an intuitive interface. Context-sensitive toolbars adapt to the selected view, ensuring a clean workspace. The software features in-line reconciliation, highlighting likely matches to differentiate new and duplicate entries. Users can create personalized dashboards by arranging components like transaction registers, charts, and portfolios. Maxim Money supports light and dark modes, transaction grouping, and investment management with multiple portfolios detailing price, value, cost, and gain. It offers automatic price updates and supports securities and cryptocurrencies. The reporting system includes chart embedding for clarity. Data security is ensured with offline storage and optional 256-bit encrypted password protection, safeguarding financial information on the user's computer. ## What is Maxim Money used for? [Hedge Fund](https://www.capterra.com/hedge-fund-software/)[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £35 Flat Rate, One Time Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Maxim Money?[Manage this product listing](https://www.g2.com/products/maxim-money/claim_requests/new?auto=true) ## Maxim Money Overview Updated September 2026 AI summary Maxim Money provides small businesses with financial management and investment tracking tools on Windows. It supports bank reconciliation, cash management, financial reporting, and data visualization for clearer financial oversight. Notably, it adds investment management, projections, and visual analytics for users seeking to analyze portfolios and trends, though it does not include general ledger or accounting features. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Maxim Money 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price £35 Flat Rate, One Time Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (26,641) Value For Money 0.0 (0) Value For Money 4.2 (20,480) Customer Service 0.0 (0) Customer Service 4.0 (20,738) ## Maxim Money alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## FAQs about Maxim Money Overview ### What company size and specific industries is Maxim Money built for? Maxim Money is designed for personal finance managers, investment portfolio managers, and budget-conscious consumers who need financial management on Windows PCs. It suits individuals and organizations involved in personal finance and investment tracking rather than specific company sizes such as small business, mid-market, or enterprise. Features and Usability ### What are the key features of Maxim Money? Maxim Money offers bank reconciliation, cash management, financial management, and financial reporting for core accounting workflows. It also includes investment management, investments tracking, and portfolio management for asset oversight, plus financial analysis, projections, performance metrics, and data visualization with visual analytics for reviewing trends and results. Pricing ### How much does it cost and what fees or limitations are included? Maxim Money starts with a free version and free trial, then offers a Basic single-purchase license with lifetime upgrades included. The Plus plan costs £35 one time, and the Pro plan costs £75 one time. Basic includes up to 3 accounts, while Plus and Pro allow unlimited accounts. ## Features AI summary Based on 1,574 Hedge Fund reviews Capterra reviewers highlight these as the features buyers care about most when choosing financial management software: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) Maxim Money includes **Financial Reporting**, which helps businesses track financial performance and review results more clearly. However, it does not include **General Ledger** or **Accounting**. Instead, it offers **Bank Reconciliation** (**57%**), a feature many reviewers also view as important for matching records with bank statements and keeping account balances accurate, helping businesses maintain cleaner financial data and make more informed decisions. Bank Reconciliation Compare and match accounting/financial records with corresponding bank statements Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Data Visualization Graphical representation of data Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Financial Management Plan, manage, and track the financial activities of an individual or organization Financial Reporting Generate reports to assess the financial performance of an organization Maxim Money 12 features ### All Features - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Investment Management: Manage and handle financial assets as well as other investments. - Investments Tracking: Monitor capital allocation and asset prices over time - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Projections: Estimate or forecast of a future scenario based on the study of present trends - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Free Version [View pricing plan details](https://www.capterra.com/p/10032762/Maxim-Money/pricing/) Plus £35.00 Flat Rate,One Time It includes: - Unlimited Accounts - Multiple Currencies - Charting - Full Reporting Pro £75.00 Flat Rate,One Time It includes: - Unlimited Accounts - Multiple Currencies - Investment Portfolios - Charting & Reporting Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.