# CoCreateFinance

> CoCreateFinance (iPhone/iPad app by CoCreate Financial LLC.)

- Source: https://appshunter.io/ios/app/cocreatefinance/id6479699154 (this page in markdown: same URL + `.md`)
- Developer: [CoCreate Financial LLC](https://appshunter.io/developer/1736942788)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2024-03-21
- Data updated: 2025-12-01
- User reviews in markdown: https://appshunter.io/ios/app/cocreatefinance/id6479699154/reviews.md

## What is CoCreateFinance?

This Mobile App allows you to view account information, balances, performance and reporting.


## Version history (last 3 releases)

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-09

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.8 — 2024-03-22

No release notes.

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## Related topics

[cocreatefinance](https://appshunter.io/ios/topics/cocreatefinance)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2025-12-01.*