Question 1

What is AESTIMO?

Accepted Answer

AESTIMO is an all-in-one personal and business finance management platform. It lets you track expenses, manage budgets, monitor investment portfolios, scan receipts with AI, generate P&L reports, and set bill reminders — all from a single dashboard. It's designed for freelancers, small business owners, and individuals who want complete visibility into their finances without using spreadsheets or multiple apps.

Question 2

How much does AESTIMO cost?

Accepted Answer

AESTIMO offers a 7-day free trial with full access. The Basic plan starts at $19.99/month ($16.99/month billed annually, saving 15%) and includes expense tracking, budgets, bill reminders, receipt scanning, and CSV export. The Premium plan is $49.99/month ($42.49/month billed annually) and adds unlimited businesses, AI support, team collaboration, tax prep tools, and PDF export.

Question 3

What makes AESTIMO different from other finance apps?

Accepted Answer

AESTIMO uniquely combines personal and business finance management in one platform. Unlike apps that focus only on personal budgeting (like Mint or YNAB) or only on business accounting (like QuickBooks), AESTIMO handles both. You can track your personal checking accounts, investment portfolios, and net worth alongside your business P&L statements, revenue tracking, and expense categorization — all in one dashboard.

Question 4

Is AESTIMO good for small business owners?

Accepted Answer

Yes, AESTIMO is specifically designed for small business owners and freelancers. You can manage multiple businesses separately with individual P&L statements, track revenue and expenses, monitor MRR for subscription businesses, categorize business expenses for tax purposes, and generate professional financial reports. The Premium plan supports unlimited businesses with team collaboration.

Question 5

Can AESTIMO track investments and net worth?

Accepted Answer

Yes. AESTIMO includes a full investment portfolio tracker that supports stocks, bonds, cryptocurrency, and precious metals. You can track shares, cost basis, current prices, and gain/loss with ticker symbols. Your net worth is automatically calculated across all personal accounts, investments, and assets, with trend charts showing your financial progress over time.

Question 6

Does AESTIMO have receipt scanning?

Accepted Answer

Yes. AESTIMO includes AI-powered receipt scanning that automatically extracts merchant name, date, amount, and category from photos of your receipts. Simply take a photo or upload an image, and AESTIMO will parse the receipt data and link it to the appropriate business or personal expense category.

Question 7

How does AESTIMO compare to QuickBooks or Mint?

Accepted Answer

AESTIMO bridges the gap between personal finance apps like Mint and business accounting tools like QuickBooks. Mint focuses on personal budgeting but lacks business P&L tracking. QuickBooks is powerful for business accounting but doesn't handle personal finance. AESTIMO combines both: personal account tracking, investment portfolios, and net worth alongside business P&L, expense categorization, and financial reporting — at a fraction of the cost of running both tools separately.

Question 8

Is my financial data secure with AESTIMO?

Accepted Answer

Yes. All data is encrypted in transit and at rest. AESTIMO uses a manual-entry approach — you update balances from your statements rather than connecting directly to bank accounts. This means AESTIMO never stores your bank login credentials, giving you full control over your data privacy and security.

Question 9

Can I use AESTIMO for tax preparation?

Accepted Answer

Yes. AESTIMO Premium includes tax preparation tools that help you categorize business expenses by tax-deductible categories, generate reports organized for tax filing, and track receipts for documentation. While AESTIMO doesn't file taxes directly, it organizes your financial data to make tax preparation significantly easier.

Question 10

Does AESTIMO support multiple currencies?

Accepted Answer

Yes. AESTIMO supports multi-currency transactions and accounts, making it suitable for businesses and individuals with international financial activities. You can track accounts and transactions in different currencies within the same dashboard.

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Feature	AESTIMO	QuickBooks	Mint	YNAB
Personal + Business Finance		—	—	—
Multi-Business P&L			—	—
Investment Tracking		—		—
AI Receipt Scanning			—	—
Calendar Integration		—	—	—
Tax Prep Tools			—	—
Community Feature Requests		—	—	—
Budget Goals & Alerts		—
Net Worth Tracking		—
Starting Price	$19.99/mo	$30/mo	Free*	$14.99/mo