Archived App (Last seen on 9 Nov 2025)
This is an archived listing of the app previously available on the App Store.Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.
About
This app guides you through financial planning with step-by-step instructions and personalized action items. It securely links to your accounts and uses calculators to generate actionable to-dos, eliminating the need for jargon or note-taking.
What's New in FinancialMD
10.4.1
August 5, 2025
[+] Goal Setting and Todo Alignment [+] Fresh New Net Worth View [+] Improved Account Management [+] Bugs and quality of life enhancements
MoreFAQ
How does FinancialMD help with financial planning?
FinancialMD provides step-by-step guidance through 10 themes of financial planning. It asks you questions, securely links to your accounts, and uses calculators to generate personalized, actionable to-dos.
Is FinancialMD secure for linking bank accounts?
Yes, FinancialMD uses super-secure bank-level security to link to your accounts. Your financial data is protected with robust security measures.
What kind of to-dos does FinancialMD generate?
FinancialMD generates easy-to-understand, actionable to-dos specific to your financial situation. These tasks remain on your To-Do List until you complete them.
Does FinancialMD require financial expertise?
No, FinancialMD is designed to be used without any prior finance knowledge, jargon, or the need for in-person meetings. It simplifies complex financial concepts.
How often is FinancialMD updated?
The latest version of FinancialMD is 10.4.1, last updated on August 5, 2025. Updates are released regularly to improve features and security.
What devices is FinancialMD available on?
FinancialMD is available on iPhone, iPad, and iPod devices. It is designed for iOS users.
What is the age rating for FinancialMD?
FinancialMD has an age rating of 4+, making it suitable for a wide range of users looking to manage their finances.
Does FinancialMD have ads?
No, FinancialMD does not contain advertisements. The app is free to use without any ad interruptions.