Providing temporary use of a non-downloadable web application for for managing investments and accounting; providing temporary use of web based, non-downloadable computer software for evaluating advisors; providing temporary use of web based, non-downloadable computer software for online banking management and personal financial management; providing temporary use of web based, non-downloadable computer software for financial transaction management; providing temporary use of web based, non-downloadable computer software for tracking and analysis of personal and small business financial transactions; providing temporary use of web based, non-downloadable computer software for financial planning, financial management, bill tracking and management, expense tracking and management, accounting, and taxable item tracking and management; providing temporary use of web based, non-downloadable computer software for forecasting and analysis of data; providing temporary use of web based, non-downloadable computer software for data aggregation; providing temporary use of web based, non-downloadable computer software for providing alerts; providing temporary use of web based, non-downloadable computer software for enabling users to retrieve account balances and transaction information; providing temporary use of web based, non-downloadable computer software for managing credit and debit card accounts; providing temporary use of web based, non-downloadable computer software for credit monitoring and credit scoring; providing temporary use of web based, non-downloadable computer software for tracking and analysis of personal assets and investments