# Maxim Money Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Maxim Money Software - reviews, pricing plans, popular comparisons to other Financial Management products and more. Source: https://www.capterra.com/p/10032762/Maxim-Money --- # Maxim Money Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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? [Investment Management](https://www.capterra.com/investment-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £35 Flat Rate, One Time Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://maxim-money.app&name=Maxim Money) ## 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. [### Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting Price £35 Flat Rate, One Time Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.6 (251) Value For Money 0.0 (0) Value For Money 3.8 (241) Customer Service 0.0 (0) Customer Service 4.2 (247) ## Maxim Money alternatives [Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/) [4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars Highest Rated [Allvue](https://www.capterra.com/p/122634/Allvue-Systems/) [5.0 (1)](https://www.capterra.com/p/122634/Allvue-Systems/#reviews) Starting price $1.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars ## FAQs about Maxim Money Overview ### What company size and specific industries is Maxim Money built for? Maxim Money is designed for personal finance professionals, investment portfolio managers, and budget-conscious consumers who need money management tools on Windows PCs. It is best suited for individuals and small teams in financial services or personal finance settings rather than large enterprise organizations. Features and Usability ### What are the key features of Maxim Money? Maxim Money offers bank reconciliation, cash management, and financial management for tracking accounts and transactions. It also includes financial analysis, financial reporting, and projections for monitoring performance, plus investment management, investments tracking, portfolio management, performance metrics, and visual analytics for comparing results. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Maxim Money starts with a Basic plan at an undisclosed price, and also offers a free version and free trial. The Plus plan costs £35 one time, while the Pro plan costs £75 one time. All plans include lifetime upgrades, with Basic limited to single currency and up to 3 accounts. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Compare and match accounting/financial records with corresponding bank statements Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Graphical representation of data Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Manage and handle financial assets as well as other investments. Monitor capital allocation and asset prices over time A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Estimate or forecast of a future scenario based on the study of present trends 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 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.