Best HomeBasis alternatives: apps like HomeBasis: Tax Basis Tracker

10+ similar apps compared and reviewed

4.5 avg rating

10 free apps

Updated October 2026

HomeBasis: Tax Basis Tracker

Jack Gartland

Whether you want more options like HomeBasis or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to HomeBasis

#1

8FIGURES: Portfolio Tracker by 8FIGURES Inc.

AI Investment Advisor

Editor's Choice

4.6(68 ratings)

FreeIn-App Purchases

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This app provides AI-driven insights for smarter investing and portfolio management. It tracks net worth, analyzes diversification, and offers actionable alerts to help users grow wealth and manage risks effectively.

#2

MyKey Mobile - TPC Insurance by The Philadelphia Contributionship Insurance Company

Strong Contender

3.0(6 ratings)

Free

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Manage your insurance policies on the go. File claims, make payments, and access policy details directly from your mobile device. Get 24/7 claims assistance and easily connect with your TPC agent.

#3

Accounts 3 Lite - Checkbook by SVT Software

Worth Considering

4.7😐(225 ratings)

Free

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Manage your personal finances with this intuitive checkbook replacement app. Track daily transactions, schedule recurring payments, and capture photo receipts. Visualize your spending with detailed reports and graphs, and export your data for desktop use.

What We Love

👍 Easy to use checkbook register
👍 Helpful for personal finance
👍 Good for simple tracking
👍 Keeps all budget information
👍 Works well for personal needs
👍 Free version is good
👍 Calendar view is helpful
👍 Great app overall

Room to Improve

😠 Persistent pop-ups
😠 Forceful upgrade prompts
😠 No sub-accounts
😠 Recurring charges not included in total outstanding
😠 Sync issues causing data loss
😠 Difficult to get support
😠 Dull app icon color

More apps like HomeBasis

by Cambridge Savings Bank

Manage your finances on the go with this banking app. Deposit checks, transfer funds, and access your accounts securely using biometric authentication. Stay in control of your money anytime, anywhere.

Manage accountsDeposit checks via photoMake transfers

free with in-app purchases

Compare with HomeBasis

Beacon Credit Union

Beacon Credit Union

Beacon Credit Union

Beacon CU Mobile Banking

Manage your finances on the go with this mobile banking application. Access account balances, transaction history, and transfer funds. Securely deposit checks, pay bills, and control your debit card with advanced features. Monitor your credit score and report for free.

Check balances and transaction historyTransfer money and pay billsMobile check deposit

free with in-app purchases

Compare with HomeBasis

Astor: Invest with AI

Astor: Invest with AI

Astor: Invest with AI

Your personal investing agent

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts

free with in-app purchases

Compare with HomeBasis

Clearview Mobile App

Clearview Mobile App

Clearview Mobile App

by Clearview Federal Credit Union

Manage your finances on the go with this banking application. Check account balances, transfer money between accounts, and pay bills conveniently. Locate nearby financial centers and ATMs with ease.

Check account balancesTransfer fundsPay bills

Compare with HomeBasis

Balance My Checkbook

Balance My Checkbook

Balance My Checkbook

Check Register With Sync

Easily track your income and expenses to maintain an accurate account balance. Features include auto-complete, recurring transactions, and data syncing for multiple users. Avoid overdrafts and stay on top of your finances with this intuitive check register.

Auto-complete transactionsSchedule recurring transactionsSync data between users and devices

free with in-app purchases

Compare with HomeBasis

Formerly 22seven

This app acts as a personal financial coach, helping you build, grow, and protect your wealth. It connects to over 120 financial institutions, providing personalized tools, expert advice, and actionable insights to improve your financial wellness.

Connects to 120+ financial institutionsPersonalized financial fitness levelsConsolidated view of all accounts

free with in-app purchases

Compare with HomeBasis

United Federal Credit Union

United Federal Credit Union

United Federal Credit Union

by United Federal Credit Union

Access your accounts securely and conveniently from your mobile device. Manage balances, view history, transfer funds, and deposit checks on the go. Stay connected with secure messaging and find nearby branches and ATMs.

Check account balances and historyTransfer funds between accountsPay bills

Compare with HomeBasis