Best Surplus Funds List Apps

192+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

If you already know Surplus Funds List, this is the deeper bench. 192+ surplus funds list apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Compare top Surplus Funds List Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Surplus Funds ListSurplus Funds ListFree5.0★ (1)YesNoJul 2026
2TaxSlayer: File your taxesTaxSlayer: File your taxesFree4.8★ (19K)YesNoJul 2026
3H&R Block Tax Prep: File TaxesH&R Block Tax Prep: File TaxesFree4.8★ (116K)NoNoJul 2026
4IRS2GoIRS2GoFree2.9★ (4.3K)NoNoJul 2026
5Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoJul 2026
6TurboTax: File Your Tax ReturnTurboTax: File Your Tax ReturnFree4.8★ (938K)YesNoJul 2026
7GoFundMe: Best in CrowdfundingGoFundMe: Best in CrowdfundingFree4.7★ (47K)NoNoJul 2026
8Monarch: Budget & Track MoneyMonarch: Budget & Track MoneyFree4.9★ (100K)YesYesJul 2026

Top Picks for Surplus Funds List

Surplus Funds List#1

Surplus Funds List by EXCESS QUEST LTD

CRM for Surplus Funds Recovery
Editor's Choice
💼 Business
5.0(1 ratings)
FreeAds
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This CRM is designed for professionals recovering surplus funds. It helps manage cases from lead to payout, including claimant contact, document signing, and team collaboration. Features AI assistance for drafting messages and summarizing cases.

TaxSlayer: File your taxes#2

TaxSlayer: File your taxes by TaxSlayer LLC

Max refund + 100% accuracy
Strong Contender
💰 Finance
4.8😐(19K ratings)
FreeAds
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Easily prepare and file federal and state tax returns from any device with step-by-step guidance and a 100% accuracy guarantee. Offers unlimited phone and email support, with options for prior year comparisons and uploading existing returns. Various filing options are available to suit different tax situations.

What We Love

  • 🚀 Easy and fast to use
  • 👍 Straightforward process
  • 💡 Helpful tools and guidance
  • 🚀 Efficient filing

Room to Improve

  • 🐛 Technical issues with printing and accessing returns
  • 🐛 Glitches and bugs in the app
  • 🔍 Lack of thoroughness in asking questions
H&R Block Tax Prep: File Taxes#3

H&R Block Tax Prep: File Taxes by HRB Tax Group, Inc.

Easily Prepare 2025 Tax Return
Worth Considering
💰 Finance
4.8😐(116K ratings)
Free
H&R Block Tax Prep: File Taxes screenshot 1
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Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

What We Love

  • 🚀 Easy to use
  • 🚀 Comprehensive tax filing
  • 🚀 Helpful tax professionals
  • 🚀 Maximizes tax refund

Room to Improve

  • 🐛 Glitches and bugs
  • 🔍 Lack of customer support
  • 💰 Expensive for some features

More Surplus Funds List apps to explore

4
IRS2Go
IRS2Go
IRS2Go
by Internal Revenue Service
Free

Access official IRS services on your mobile device. Check refund status, make payments, find tax preparation help, and receive tax tips and news. Stay connected with the IRS anytime, anywhere.

Check refund statusMake tax paymentsFind free tax preparation assistance
💰 Finance
(4.3K)
free
5
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
6
TurboTax: File Your Tax Return
TurboTax: File Your Tax Return
TurboTax: File Your Tax Return
E-file Taxes & Get Your Refund
Free

Easily file your federal and state tax returns with expert assistance. Upload documents quickly, get real-time updates, and ensure accuracy for your maximum refund. Offers a free option for simple returns.

On-demand tax expert connectionExpert prepares and files returnFree filing for simple returns
💰 Finance
(938K)
free with in-app purchases
7
GoFundMe: Best in Crowdfunding
GoFundMe: Best in Crowdfunding
GoFundMe: Best in Crowdfunding
Fundraise & accept donations
Free

Easily launch personal or nonprofit fundraisers, manage donations, and share your progress. Simplify your charitable giving with donor-advised funds and track your impact.

Launch fundraisersManage fundraisers on the goDonor-advised funds (DAF)
💰 Finance
(47K)
free with in-app purchases
8
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Spending, Net Worth, Investing
Free

Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor investments, and collaborate with others to achieve your financial goals with actionable insights.

Connect all financial accountsAuto-categorize transactionsCustomizable dashboard
💰 Finance
(100K)
free with in-app purchases
9
Total Plus:Shopping Calculator
Total Plus:Shopping Calculator
Total Plus:Shopping Calculator
Shopping List Calculator
Free
$2.99 | 100% OFF

This app helps you calculate your shopping totals, including tax and discounts, to stay on budget. It allows for multiple discounts per item, saving lists, and calculating by quantity or weight. Perfect for grocery trips or quick price checks.

Instant tax and discount calculationsUp to five discounts per itemCalculate by quantity or weight
📊 Productivity
(2.2K)
free with in-app purchases
10
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
Kuvera: Surplus, Mutual Funds
by CRED · SIP, ELSS, Insights
Free

This app simplifies online investing by offering a single platform for mutual funds, fixed deposits, and stock market investments. It provides tools for financial planning, goal setting, and family accounts, along with smart analytics to help users make informed decisions and grow their wealth.

Mutual fund SIPs and lump sum investmentsOnline fixed deposit bookingStock market trading on NSE/BSE
💰 Finance
(152)
free with in-app purchases
11
MyBlock: Tax Docs & Refund
MyBlock: Tax Docs & Refund
MyBlock: Tax Docs & Refund
by HRB Tax Group, Inc.
Free

Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.

Upload and organize tax documentsTrack refund and return statusEstimate tax refund
💰 Finance
(58K)
free
12
Stride: Mileage & Tax Tracker
Stride: Mileage & Tax Tracker
Stride: Mileage & Tax Tracker
Expense & income tracking
Free

This app helps independent workers and freelancers maximize tax deductions and save money on everyday expenses. It offers automated mileage tracking, expense logging, and finds hundreds of potential write-offs to simplify tax filing and reduce your tax burden.

Automated GPS mileage trackingLog daily expensesFind hundreds of deductions
💰 Finance
(90K)
free
13
Where’s My Refundo? WMR+
Where’s My Refundo? WMR+
Where’s My Refundo? WMR+
Support for IRS and All States
Free

Easily track the status of your IRS and state tax refunds. Securely connect directly to official government websites without transmitting or storing your personal information.

Track IRS tax refund statusTrack state tax refund statusSecurely connect to IRS.gov
💰 Finance
(3.1K)
free
14
Land id®
Land id®
Land id®
Land Identity & Parcel Mapping
Free

Explore and understand any property with detailed data cards and 3D visualizations. Access ownership details, boundaries, terrain topography, and available services nationwide. Includes offline access for in-field use.

One-tap property data cards3D property visualizationTerrain topography with contour lines
📊 Productivity
(3.9K)
free with in-app purchases
15
PayMe - Claim Your Money
PayMe - Claim Your Money
PayMe - Claim Your Money
Settlements, Bills & Savings
Free

Discover and claim money you're owed from forgotten accounts, company settlements, and overpaid bills. This app uses AI to find potential claims and connects you with experts to negotiate lower rates, helping you recover lost funds and save money effortlessly.

AI-powered settlement matchingExpert bill negotiationUnclaimed property search
💰 Finance
(35K)
free with in-app purchases
16
LandGlide: Land & Field Maps
LandGlide: Land & Field Maps
LandGlide: Land & Field Maps
GPS Maps & Real Estate Data
Free

Access comprehensive property data, including parcel information, property lines, and satellite maps. Pinpoint your location using GPS to view details, search by owner or address, and save favorite properties with notes and pictures. Ideal for real estate professionals and property owners.

Comprehensive parcel dataProperty line mapsSatellite and aerial views
🗺️ Navigation
(57K)
free with in-app purchases
17
DTA Connect
DTA Connect
DTA Connect
by Massachusetts Dept of Transitional Assistance
Free

Manage your DTA benefits easily without visiting an office or waiting on hold. Check case status, EBT balance, benefit issuance dates, and upload documents. Receive timely alerts for appointments and deadlines.

View case statusCheck EBT card balanceSee benefit issuance dates
💰 Finance
(768)
free
18
BPAS University
BPAS University
BPAS University
The Road to Financial Security
Free

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates
📚 Education
(1.6K)
free
19
READYSAVE 529
READYSAVE 529
READYSAVE 529
by Ascensus Inc
Free

Manage your education savings plan account on the go. Securely access your 529 plan, track investments, and make contributions. Withdraw funds for education expenses starting July 2025.

Secure 529 account accessView balance and transaction historyAdd one-time or recurring contributions
💰 Finance
(27K)
free
20
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Powered by AI
Free

This app simplifies complex tax filing for freelancers, self-employed individuals, and small business owners. It uses AI and human accountants to optimize returns, identify deductions, and ensure accuracy. File your taxes confidently from your phone or computer with expert review and audit protection.

AI-powered deduction identificationHuman accountant review and sign-offExpense tracking via bank connection
💰 Finance
(13K)
free with in-app purchases

FAQ about Surplus Funds List

What are the best surplus funds list apps for iPhone?
Surplus Funds List tops our surplus funds list apps ranking as of June 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top surplus funds list apps we rank are free to download, including Surplus Funds List and TaxSlayer: File your taxes.
Surplus Funds List shows ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 192+ surplus funds list apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
Surplus Funds List is available for free. However, a subscription to Surplus Funds List is required to use the app, which can be signed up for at surplusfundslist.com.
Surplus Funds List is supported on iPhone and iPod devices. It is designed for mobile use on Apple's iOS platform.