# Living Balance Sheet® > Client portal for viewing personal balance sheets, tracking goals, and managing finances. (iPhone/iPad app by The Guardian Life Insurance Company of America.) - Source: https://appshunter.io/ios/app/living-balance-sheet/id1603686648 (this page in markdown: same URL + `.md`) - Developer: [The Guardian Life Insurance Company of America](https://appshunter.io/developer/532827052) - Category: Finance - Price: Free - Rating: 4.99/5 from 80 App Store ratings · 7 written reviews indexed - Age rating: 4+ - Requires: iOS 15.1 · 41 MB - Languages: English - Released: 2022-03-15 - Data updated: 2026-06-03 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/living-balance-sheet/id1603686648/reviews.md ## What is Living Balance Sheet®? Access for clients of The Living Balance Sheet® (LBS) to view your personal balance sheet, track goals, tasks, access your secure document vault and connect with your financial professional. Financial Balance® requires organization and priorities; LBS helps you stay on track. ## Key features - View personal balance sheet - Track financial goals - Manage tasks - Access secure document vault - Connect with financial professional ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/living-balance-sheet/id1603686648/reviews.md ### 5/5 — Incredible app *2025-03-20, version 2.5.0* Absolutely amazing. Nothing like I’ve ever seen before from a financial organizing app ### 4/5 — This app is awesome! Wish it was optimized for the iPad though *2024-03-14, version 2.4.0* Having used the LBS app for a year now, it has change the way my wife and I see our money. We are constantly striving to live more in balance with our advisors advice and the app makes it so intuitive and convenient to follow. I work a lot on my iPad. It would be great if the app was optimized for the iPad’s larger screen so we can see more of the balance sheet without having to click through drop down menus. Other than that it’s absolutely amazing. ### 5/5 — Love this app! *2022-11-12, version 2.1.0* This app has made working with my amazing financial advisors, Ben and Chris, an even better experience. My favorite feature is the tasks where I can keep track of to dos that Ben and Chris assign me. It makes it so easy to keep everything related to my finances organized and easy to understand. Such a game changer! ### 5/5 — Powerful tool for building wealth *2022-04-15, version 2.0.0* Stay financially organized, up-to-date, and on-top of everything about family wealth. Use with an advisor to carefully monitor accounts and project the future under different decision scenarios. This app is for the serious household who wants to combine smart principles with discipline to best deal with whatever the future may bring. ### 5/5 — Love It *2022-04-05, version 2.0.0* This is a great tool! ### 5/5 — So easy to keep track *2022-04-04, version 2.0.0* What an intuitive approach! It is so easy to keep track of what we are doing, and how we are doing, as we work towards our goals! Love it! ### 5/5 — Great app - love the linked accounts *2022-03-15, version 2.0.0* It’s so easy to keep up to date on all of my account balances! I can see every account in the same place! ## Frequently asked questions about Living Balance Sheet® ### What is Living Balance Sheet® used for? Living Balance Sheet® is used by clients to view their personal balance sheet, track financial goals, manage tasks, and access their secure document vault. It helps users stay organized and connected with their financial professional. ### Is Living Balance Sheet® free to use? Yes, Living Balance Sheet® is available for free. The app is provided by The Guardian Life Insurance Company of America and does not require any payment to download or use its core features. ### What devices does Living Balance Sheet® support? Living Balance Sheet® is supported on iPhone and iPod devices. It is designed for Apple's mobile operating systems. ### How often is Living Balance Sheet® updated? The latest version of Living Balance Sheet® is 2.6.1.146, which was last updated on January 21, 2026. This indicates a commitment to regular updates and maintenance for the application. ### What is the age rating for Living Balance Sheet®? Living Balance Sheet® has an age rating of 4+. This means it is suitable for users of all ages, with no content restrictions. ### Does Living Balance Sheet® have ads? No, Living Balance Sheet® does not contain advertisements. As indicated by the 'hasAds' flag being false, users can expect an ad-free experience. ### What is the user sentiment for Living Balance Sheet®? Living Balance Sheet® has received excellent user feedback, with an average rating of 5.0 stars from 80 ratings. This high rating suggests a very positive user experience and satisfaction with the app's functionality. ### Can I connect with my financial advisor through Living Balance Sheet®? Yes, a key feature of Living Balance Sheet® is its ability to connect you with your financial professional. This integration allows for seamless communication and collaboration on your financial matters. ## Version history (last 5 releases) ### 2.6.2.150 — 2026-04-14 Security patches ### 2.6.1.146 — 2026-01-21 Patch updates ### 2.6.0.144 — 2025-10-30 Vault improvements Notification compaitibility changes ### 2.5.0 — 2024-04-30 Minor bug fixes and enhancements ### 2.4.0 — 2023-12-12 Vault Document Scanner ## Apps similar to Living Balance Sheet® | App | Rating | Price | Category | | --- | --- | --- | --- | | [Five Lakes](https://appshunter.io/ios/app/five-lakes/id1635378642) | 4.9 (4,262) | Free | Finance | | [Stream: Workplace Finance](https://appshunter.io/ios/app/stream-workplace-finance/id1551009637) | 4.6 (441) | Free | Finance | | [BigBux](https://appshunter.io/ios/app/bigbux/id6742509865) | 5.0 (2) | Free | Finance | | [Fay Servicing Mobile Access](https://appshunter.io/ios/app/fay-servicing-mobile-access/id1592200267) | 4.7 (3,284) | Free | Finance | | [Beyond Finance](https://appshunter.io/ios/app/beyond-finance/id1545633608) | 4.9 (17,338) | Free | Finance | | [myAdvisorLink](https://appshunter.io/ios/app/myadvisorlink/id1476566968) | 3.4 (11) | Free | Finance | ## More apps by The Guardian Life Insurance Company of America - [Guardian®](https://appshunter.io/ios/app/guardian/id532827049) - [Guardian Life Insurance Events](https://appshunter.io/ios/app/guardian-life-insurance-events/id949688049) - [PAS NetXi](https://appshunter.io/ios/app/pas-netxi/id1056295974) - [GUARDIAN® Accounts & Policies](https://appshunter.io/ios/app/guardian-accounts-and-policies/id1215328004) - [GUARDIAN® Producer Access](https://appshunter.io/ios/app/guardian-producer-access/id1533089152) - [PAA Client Access](https://appshunter.io/ios/app/paa-client-access/id1598958763) All apps by The Guardian Life Insurance Company of America: https://appshunter.io/developer/532827052 ## Related topics [lbs](https://appshunter.io/ios/topics/lbs) · [park avenue securities](https://appshunter.io/ios/topics/park-avenue-securities) · [guardian life insurance](https://appshunter.io/ios/topics/guardian-life-insurance) · [guardian life insurance company of america](https://appshunter.io/ios/topics/guardian-life-insurance-company-of-america) · [guardian life](https://appshunter.io/ios/topics/guardian-life) · [lbs circuit training](https://appshunter.io/ios/topics/lbs-circuit-training) --- *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 2026-06-03.*