Good Planning App
I’ve been using this App for the past 2 years as a planning tool for different scenarios which is helpful. Recommend trying it out.
A great quick tool
Fast and to the point. Nice to have on your phone.
Good app, not sure it’s worth $20 per year
The one limitation I found odd in this app was that it ask if you have dependents, but didn’t ask the ages.
A decent app for overall picture of financial plan
Would be better if it provides ability to set expiration of certain expenses, for example kid’s college expenses.
Unbelievable!
What a great app! Does 95% of what I want it to do. reports are super and so is functionality. Inputs could be expanded a git to simply allow for additional fields to input groups of stocks, bonds, and retirement funds. Otherwise the app is very well laid out.
PLEASE FIX IPAD VIEW
The app doesn’t change orientation. I prefer working with a horizontal orientation vice a vertical orientation on my iPad Pro.
Needs a little help
There are only 2 options for tax portion of their planning...married or single. No options for head of household. With so many divorced households in that category, you would think they would include that. Basic software, but helpful.
Looks good, but....
It’s not very useful, when the app gets stuck on the number screen every time i’ve used it. Even tried downloading the app again to no avail.
Very useful
Great app for financial planning. Simple to use. Nice reports.
Excellent
PlanMode delivers a solid financial planning tool. It looked simplistic initially but as I started to enter information and so how comprehensively it incorporated my data in the long term profile I got deeper into it.
The more I used it the more motivated I got in exploring further with details.
It has some of the simplest and most simplest and most meaningful presentations I have seen in a financial planning app.
A number of built in capabilities like automatic cash management seem to provide more realistic feel for the projected values for future years.
It has all essential reports that are self formatting based on data entered. capital needs analysis reports are simple and can also be very revealing.
Stick with it, it's a valuable app and done very well. Great app.
The more I used it the more motivated I got in exploring further with details.
It has some of the simplest and most simplest and most meaningful presentations I have seen in a financial planning app.
A number of built in capabilities like automatic cash management seem to provide more realistic feel for the projected values for future years.
It has all essential reports that are self formatting based on data entered. capital needs analysis reports are simple and can also be very revealing.
Stick with it, it's a valuable app and done very well. Great app.
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Great Planning Tool
When I visit clients many times they want to know where they stand financially. I open up this app and can easily show them their current worth and projected worth. As with all clients they will ask “what if...”. The is app is so easy to enter information I can put in what my client wants right then and there and show them the results. This app is a must have for any financial planner.
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Excellent!
Great app for preparing a comprehensive profile and long term financial planning.
Love it!
Great app for comprehensive financial planning. It provides good long term projection capabilities and generates excellent financial reports that can be emailed and printed. Excellent.
Brilliant!
Quite comprehensive yet simple to use
Very good long term planner
Data input process is slow and could take several minutes if you are making detailed entries one at a time. It recomputes after each entry. Other than that this is a terrific app. It does a good job for planning and can accommodate long time periods. It can almost match the long term planning ability of many expensive desktop programs.
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Excellent Net Worth Projector
Provides an easy way to project net worth for any number of years. You can project values of assets alone or enter income and expense items for more realistic results. It can also be helpful with retirement planning.
Dinosaurs
First screen asks if married. Then titles the columns husband and wife. No way to import data everything must be typed in. No more than a spreadsheet with a GUI.
Excellent!
Great app!!
My appreciation comes from a course I took in financial planning last year. We had to use 3 different programs and Excel spreadsheets to create financial profiles and analyze them from different perspectives. I wish I had known of this app then.
It seems to do all that in a single integrated app. It provides a wholesome platform for all necessary input along with the calculations needed for overall integration and provides results in a variety of formats.
All functions are done well. The analysis it performs is nothing less than amazing. The financial statements it produces are dynamic and eloquent in presentation. It is nice to have full planning ability on my iPhone that can be used as and when needed.
My appreciation comes from a course I took in financial planning last year. We had to use 3 different programs and Excel spreadsheets to create financial profiles and analyze them from different perspectives. I wish I had known of this app then.
It seems to do all that in a single integrated app. It provides a wholesome platform for all necessary input along with the calculations needed for overall integration and provides results in a variety of formats.
All functions are done well. The analysis it performs is nothing less than amazing. The financial statements it produces are dynamic and eloquent in presentation. It is nice to have full planning ability on my iPhone that can be used as and when needed.
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Superb!
Very good app for financial planning. Quite comprehensive and well designed for the screen size. Well done reports, especially the graphs and charts that provide excellent quick views of the plan from different perspectives.
Excellent
Outstanding app for serious financial planning. I have been using it for a week now. Good so far. Don’t bother with it if you are looking for budgeting or check balancing capabilities. This app has a slight learning curve but after that it provides you with a powerful planning platform. The values projected in future could get overwhelming but since you are providing the data they are easy to understand. There is no better program I know that offers the comprehensiveness or ease of what-if analysis that this app provides.
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