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PLAN-IT: Finance

PLAN-IT: Finance

Learn to manage your money

7 ratings
3 reviews
📚 Education
💰 Finance

Archived App

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.

Details

  • Released
  • Updated
  • February 7, 2020
  • February 7, 2020

Features

Developer

Derrick Wesley
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About

Learn to manage your money and build a better financial future with personalized lessons and a budgeting tool. Connect bank accounts safely to track spending and receive overspending alerts.

✓Personalized learning paths
✓Video and article lessons
✓Budgeting tool
✓Bank account connection
✓Spending alerts
✓Financial goal setting
Show original description

What's New in PLAN

1.0

February 7, 2020

Subscription plans

PLAN-IT Monthly Subscription

App upgrade gives you access to more lessons

$9.991 Month
How to cancel PLAN subscription ⁉️

User reviews

Most RecentHighest RatedLowest Rated

Excellent and excited for more

Plan-IT is an excellent tool for financial education. As founder & lead financial advisor at Zenith Solutions, I recommend Plan-IT for use for most people to use for continued education. I’m excited to see new lessons and functionalities built into the app.
Yj the gamerrrrYj the gamerrrr

Great way to improve financial knowledge

App has been great to give content that is geared to where I need help.
Player16793Player16793

Good app in general.

Great, simple, intuitive design. The only problem I have is not being able to go back to a question in the diagnostic quiz. I accidentally clicked on an answer that I did not mean to click on that could possibly affect the app’s algorithm.
CodyFun1CodyFun1

FAQ

What is PLAN-IT's main purpose?

PLAN-IT aims to help users learn about money management, create budgets, and build a better financial future through personalized lessons and a budgeting tool.

Who can use PLAN-IT?

PLAN-IT is designed for users of all ages, from 5 years old up to retirement age, making financial education accessible to everyone.

How does PLAN-IT personalize the learning experience?

After creating an account, users complete a short assessment. PLAN-IT uses this information to create a personalized learning path with relevant videos and articles based on individual needs and goals.

How does the budgeting tool work?

The free budgeting tool connects safely to your bank accounts and investment portfolios via PLAID®. It provides notifications if you are close to overspending, reminding you of previous lessons.

What are the benefits of the subscription plan?

The $9.99 per month subscription unlocks the full curriculum, including new articles and videos added each month, to support continuous learning and growth based on individual needs and goals.

How can I cancel my PLAN-IT subscription?

You can cancel your subscription by turning off auto-renew at least 24 hours before the end of the billing period. Cancellations take effect at the end of the current billing cycle.

Is PLAN-IT safe to connect my bank accounts to?

Yes, PLAN-IT is powered by PLAID®, a secure service designed to safely connect your bank accounts and investment portfolios to help you track your finances.

How often is PLAN-IT updated?

PLAN-IT was last updated on February 7, 2020, with version 1.0. Subscribers receive new content each month, indicating ongoing updates to the curriculum.