Consolidate all your financial accounts, investments, and documents into a single, real-time dashboard. Securely store important financial and tax papers, organized by asset for easy access. Simplify your financial life and make informed decisions with a complete overview of your net worth, assets, and liabilities.
1.5
July 28, 2026
Take control of your financial accounts with new ways to connect and manage them. - Connect accounts from thousands more financial institutions. - Add and manage manual bank and investment accounts. - New account controls: include or exclude accounts from your net worth, hide, or remove them entirely. - Plus Face ID fixes, security, and performance improvements.
MoreCompound Planning is a finance app that consolidates all your financial accounts, investments, and documents into a single, real-time dashboard. It helps you track your net worth, manage assets and liabilities, and securely store important financial papers.
Compound Planning employs bank-level security measures to protect your data. Your information is encrypted and protected at every step, ensuring the safety of your financial details.
Compound Planning offers over 1,000 integrations, including banks, credit cards, 401(k)s, company equity, cryptocurrency, real estate, and mortgages. It supports US financial institutions.
Yes, Compound Planning features a secure document vault where you can store financial, tax, and estate documents. Each document is tagged to the relevant assets for easy retrieval.
Yes, Compound Planning is available for free. Users can create a dashboard and connect accounts via the website, and then use the iOS app to access their consolidated financial information.
The Compound Planning iOS app is currently supported on iPhone. Users can create their initial dashboard by visiting compoundplanning.com on any desktop browser.
The latest version of Compound Planning is 1.1.3, and it was last updated on February 4, 2026. This indicates a commitment to regular updates and improvements.
Compound Planning has a strong user rating of 4.6 stars, based on 11 ratings. This suggests a high level of user satisfaction with the app's functionality and performance.
