Comparison

EFE vs ExpensTra

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

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.

Highlights
  • 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
Features
Read full description

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.

About

ExpensTra

Features
Read full description

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

EFE4 screens
ExpensTra4 screens

Verdict

The call

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

CostPrice · In-app purchases · Ads · Monetization

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.

Scorecard2 real differences · 8 level
EFE versus ExpensTra: the parameters behind the verdict, then further details
ParameterEFEExpensTra
PriceFreeFree
Rating4.6 (7.6K ratings) — better—
Positive reviews53.3% of reviews—
Number of ratings7.6K — better—
Update frequencyEvery 6 weeks—
AdsNoNo
In-app purchasesNo — betterYes
MonetizationAd-supported—
DevicesiPhone, iPadiPhone, iPad, iPod — better
Requires iOS16.013.0 — better
Further details — not scored
Size115 MB84 MB
Age rating4+4+
DeveloperEdelman Financial Engines, LLCMehroz 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

None

EFE

No in-app purchases

2 purchases

ExpensTra

Subscriptions2
  • Weekly3 Days trial$3.997 Days
  • Yearly$29.991 Year

Questions

Is EFE free?
EFE is free to download, with no in-app purchases.
Is ExpensTra free?
ExpensTra is free to download, with in-app purchases available.
Do EFE or ExpensTra have ads?
Neither EFE nor ExpensTra shows ads.

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