# PLAN-IT: Finance — Learn to manage your money > Personalized financial education and budgeting tool for all ages. (iPhone/iPad app by Derrick Wesley.) - Source: https://appshunter.io/ios/app/plan-it-finance/id1476036908 (this page in markdown: same URL + `.md`) - Developer: [Derrick Wesley](https://appshunter.io/developer/1476036907) - Category: Finance, Education - Price: Free with in-app purchases - Rating: 5.00/5 from 7 App Store ratings · 3 written reviews indexed - Age rating: 4+ - Requires: iOS 11.0 · 43 MB - Languages: English - Released: 2020-02-07 - Data updated: 2026-06-10 - Monetization: freemium - User reviews in markdown: https://appshunter.io/ios/app/plan-it-finance/id1476036908/reviews.md ## What is PLAN? "Finally, you can learn how money works, manage your finances, and create a budget to help you build the financial future you deserve, all on one app. PLAN-IT is the on-the-go financial solution to help you begin your journey to financial freedom. PLAN-IT is available for users as young as 5 years old or as old as retirement age. Unique Individual Experience Create your PLAN-IT account and then complete a short assessment to help PLAN-IT learn about your individual needs and goals. PLAN-IT will then create a personalized learning path based on your current level of financial knowledge. You will then get access to your first set of lessons that will include videos and articles to help make you more financially savvy. Subscription Plan Users can unlock access to their FULL curriculum for $9.99 per month. PLAN-IT subscribers will receive new articles and videos each month. The subscription plan will help each user learn and grow based on their individual needs and goals. A Budgeting Tool as Unique as You PLAN-IT users get access to our FREE budgeting tool. PLAN-IT is powered by PLAID® to safely connect your bank accounts and investment portfolios to help keep your finances on track. Budgeting with PLAN-IT is different because if you are close to overspending then you will receive a notification to warn you and remind you of previous lessons. Better Tomorrow Plan-It's goal is to help our users improve their financial future by providing engaging lessons to help you BUILD a better tomorrow for yourself and for your loved ones. PLAN-IT Monthly Subscription Details: $9.99 for monthly • Subscribed users will get access to all the new locked lessons or courses added each month. • Subscription will renew automatically on end of billing cycle. To cancel the subscription, user can turn off auto-renew at least 24 hours before the end of the billing period • User may cancel anytime but it will not go into effect until the end of the billing cycle • Payment will be charged via user’s iTunes Account Privacy Policy: https://www.planit.money/planit_admin/privacy-policy Terms and Conditions: https://www.planit.money/planit_admin/terms-and-condition ## Key features - Personalized learning paths - Video and article lessons - Budgeting tool - Bank account connection - Spending alerts - Financial goal setting ## Pricing and in-app purchases Base price: Free. **Subscriptions** | Subscription | Price | Period | | --- | --- | --- | | PLAN-IT Monthly Subscription | $9.99 | per month | ## Recent user reviews (3 of 3) All indexed reviews: https://appshunter.io/ios/app/plan-it-finance/id1476036908/reviews.md ### 5/5 — Excellent and excited for more *2020-04-24, version 1.0* 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. ### 5/5 — Great way to improve financial knowledge *2020-04-16, version 1.0* App has been great to give content that is geared to where I need help. ### 5/5 — Good app in general. *2020-03-31, version 1.0* 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. ## Frequently asked questions about PLAN ### 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. ## Version history (last 1 release) ### 1.0 — 2020-02-07 No release notes. ## Apps similar to PLAN | App | Rating | Price | Category | | --- | --- | --- | --- | | [Finanli](https://appshunter.io/ios/app/finanli/id6446929886) | 5.0 (9) | Free | Finance | | [Savings Mindset Coach](https://appshunter.io/ios/app/savings-mindset-coach/id1579693664) | 5.0 (8) | Free | Finance | | [Finportal](https://appshunter.io/ios/app/finportal/id1489179720) | — | Free | Finance | | [Academia de Finanças](https://appshunter.io/ios/app/academia-de-financas/id1477136200) | — | Free | Finance | | [Bank Like a Bank](https://appshunter.io/ios/app/bank-like-a-bank/id6446325768) | 5.0 (1) | Free | Finance | | [Whoosh! Primed For Retirement!](https://appshunter.io/ios/app/whoosh-primed-for-retirement/id1587493663) | 5.0 (2) | Free | Finance | --- *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.*