# PlanMoney.

> PlanMoney. (iPhone/iPad app by TJS FINANCIAL SERVICES LLP.)

- Source: https://appshunter.io/ios/app/planmoney/id1594390743 (this page in markdown: same URL + `.md`)
- Developer: [TJS FINANCIAL SERVICES LLP](https://appshunter.io/developer/1594390745)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 16.0 · 86 MB
- Languages: American English
- Released: 2021-11-17
- Data updated: 2026-08-29
- User reviews in markdown: https://appshunter.io/ios/app/planmoney/id1594390743/reviews.md

## What is PlanMoney.?

What can you do?
- View Portfolio valuation
- Get Summary of Investment report with XIRR and Absolute return.
- Latest transaction and dividend information
- Dashboard with full portfolio details.
- Transaction details, Systematic Transactions details , Tax planning transaction details.
- Portfolio details with XIRR and Absolute returns.

Note:- To access this application, you require Login ID & Password provided by PlanMoney.


## Version history (last 5 releases)

### 2.0.1 — 2026-08-19

- Enhanced security with VAPT improvements & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Revamped Financial Calculators & improved Goal Reports
- Improved MF Central, Portfolio Reports & Navigation
- Improved Notifications, Multi-language, KYC & Risk Profile
- Improved CRM integration & Dashboard experience
- Performance improvements with bug & crash fixes

### 1.1.1 — 2026-05-13

- Added CRM module in Broker Dashboard
- Implemented digital accessibility (RPwD compliant)
- Enabled Step-Up SIP in order placement (NSE Invest)
- Integrated NSE NACH Bank API
- Introduced Dark Theme
- Enabled multi-language support
- Added font size customization
- Updated NAV Lookup & Factsheet (Mobile)
- Improved transactions pagination
- Fixed Portfolio as on Date
- General bug fixes & performance improvements

### 1.0.6 — 2026-03-26

- Mandatory Risk Profiling 
- BSE Cart for Trusted Mode
- Improved SIP Step-up Calculator 
- Fixed BSE Nominee Issue
- Fixed User Profile Picture Issue
- Fixed Investment Profile Issue
- Fixed Meeting Notes Issue
- Updated Invitation Message
- Fixed Crashes & Other Issues

### 1.0.1 — 2026-03-16

New app update

### 0.1 — 2021-11-17

No release notes.

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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 2026-08-29.*