EFE vs ExpensTra
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
EFE
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
- Track retirement goal progress
- View total portfolio and account details
- Link outside accounts
- View Net Worth
- Connect with an advisor/planner
- Review activity feed and statements
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Your Investment Advisor Get the information you need to help keep you on track toward your financial goals. The EFE app (previously called the Fin Engines app) is the easiest way to access your accounts. Are you an Online Advice & Professional Management member? Use our app to: * View and track progress toward your retirement goal * View your total portfolio and account details * Link your outside accounts to your retirement goal * Review your activity feed, quarterly statements, and plan updates (for Professional Management members only) * Connect with an advisor Are you an Edelman Financial Engines Client? Use our app to: * View your total Net Worth * View your total portfolio and account details * Link your outside accounts * Connect with your planner right through the app The EFE app may not be available to all users.
ExpensTra
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Stop filling out forms to track your money. With ExpensTra, just type "coffee 5 bucks" or snap a photo of your receipt — the AI logs the amount, category, and date for you in seconds. ExpensTra is an AI-powered expense tracker built for people who want to understand their money without the busywork. SMART, EFFORTLESS ENTRY - Natural language: type or speak "lunch 12" and it's logged - Receipt scanning: snap a receipt and AI reads the details - Voice entry: add expenses hands-free MEET OLWEN, YOUR AI ASSISTANT Ask ExpensTra anything about your money — "how much did I spend on food this month?" — and Olwen answers instantly. BUDGETS THAT KEEP YOU ON TRACK - Set budgets by category - See budget health at a glance - Know exactly where your money goes ACCOUNTS & NET WORTH - Track multiple accounts in one place - See your true net worth - Manage debts and receivables INSIGHTS THAT MAKE SENSE - Cash flow, profit & loss, and spending breakdowns - Beautiful charts and clear reports - Custom emoji categories that fit your life BUILT FOR THE REAL WORLD - 150+ currencies with live exchange rates - Export your data to PDF anytime - Secure cloud sync keeps everything backed up and in sync Whether you're managing personal finances, freelancing, or running a small side business, ExpensTra turns expense tracking into something you'll actually keep doing. Download ExpensTra and take control of your money today. • Subscription Plans - Weekly: $3.99 USD (with 3 day trial) - Yearly: $29.99 USD Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula Privacy Policy: https://techrozsolutions.netlify.app/expense_tracker/privacy_policy.html
Screenshots
Verdict
The clearest difference is in-app purchases: EFE at none against ExpensTra's 2. ExpensTra's advantage is iOS requirement (13.0 vs 16.0). On price, ads and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. ExpensTra sells 2 in-app purchases, starting at $3.99 per 7 days. EFE asks for nothing beyond the download.
| Parameter | EFE | ExpensTra |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (7.6K ratings) — better | — |
| Positive reviews | 53.3% of reviews | — |
| Number of ratings | 7.6K — better | — |
| Update frequency | Every 6 weeks | — |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | Ad-supported | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 16.0 | 13.0 — better |
| Further details — not scored | ||
| Size | 115 MB | 84 MB |
| Age rating | 4+ | 4+ |
| Developer | Edelman Financial Engines, LLC | Mehroz Sheikh |
Bugs and requests
EFE
Reported bugs
3 issues- Login issues after recent app update
- Incorrect account balances displayed
- Inability to manually update liability information
Requested features
5 requests- Add ability to view historical account data and performance
- Improve syncing with external financial accounts
- Provide more customization options for retirement planning
- Include tax document access within the app
- Enhance reporting and analytics capabilities
ExpensTra
Not enough reviews yet to summarise bugs or requests.
In-app purchases
EFE
No in-app purchases
ExpensTra
- Weekly3 Days trial$3.997 Days
- Yearly$29.991 Year









