# FinancialMD

> Personalized financial planning guidance with actionable to-dos and secure account linking. (iPhone/iPad app by FinancialMD LLC.)

- Source: https://appshunter.io/ios/app/financialmd/id1507757039 (this page in markdown: same URL + `.md`)
- Developer: [FinancialMD LLC](https://appshunter.io/developer/1507757038)
- Category: Finance, Lifestyle
- Price: Free
- Rating: 5.00/5 from 6 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 110 MB
- Languages: English
- Released: 2020-05-14
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/financialmd/id1507757039/reviews.md

## What is FinancialMD?

Do you have 10 minutes a month to get your finances in order? Sweet! 

FinancialMD gives you step-by-step guidance through all 10 themes of financial planning. We ask you questions, link to your accounts (with our super-secure bank-level security) and take you through some calculators to give you easy-peasy, actionable To-Dos specific to YOUR situation. 

No note-taking, mumbo-jumbo jargon, finance degree or in-person meetings necessary. Your To-Dos live on your To-Do List until you’re ready to tackle 'em. And we’ll remind you what you need to do along the way.

Let's get started. #YouGotThis.

## Key features

- Step-by-step financial planning guidance
- Personalized actionable to-dos
- Secure bank-level account linking
- Integrated financial calculators
- Task management and reminders


## Frequently asked questions about FinancialMD

### 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.

## Version history (last 5 releases)

### 10.4.1 — 2025-08-05

[+] Goal Setting and Todo Alignment
[+] Fresh New Net Worth View
[+] Improved Account Management
[+] Bugs and quality of life enhancements

### 10.4.0 — 2025-06-17

[+] Updated Calculator UI
[+] Bug Fixes keep updates coming

### 10.3.6 — 2025-04-28

[+] New Snapshot Summary Screen
[+] New UX for Key terms
[+] Improved Error Messaging
[+] Squashing bugs
[+] Keep the feedback coming

### 10.3.5 — 2025-03-18

[+] Budget improvements
[+] UI updates
[+] Squashing bugs
[+] Keep the feedback coming

### 10.3.4 — 2025-03-11

[+] Budget improvements
[+] UI updates
[+] Squashing bugs
[+] Keep the feedback coming

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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 2026-06-10.*