Planner Bee

Planner Bee

Personal Finance Manager

0 ratings
1 review

Archived App (Last seen on 13 Apr 2025)

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
  • March 23, 2020
  • September 20, 2024

Features

Planner Bee screenshot #1 for iPhone
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Planner Bee screenshot #8 for iPhone
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About

Consolidate all your financial accounts, including banking, insurance, and investments, into a single, easy-to-use dashboard. Get personalized recommendations and smart budgeting tools to take control of your financial future and achieve your goals.

All accounts in one place
Personalized financial recommendations
Smart budgeting tools
Overview of spending and saving
Track insurance premiums
Manage investments and loans
Show original description

What's New in Planner Bee

3.3

September 20, 2024

We're thrilled to announce the latest update to our mobile app, designed to provide you with an even better user experience. Our team has been hard at work implementing improvements to ensure that managing your finances is not only efficient but also enjoyable.

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User reviews

Useful and important app for my financial needs

I found this app very user-friendly and useful! It’s been great to have all my financial and insurance information accessible in one app - it has helped me track my expenses and know exactly what I’m covered for. Would highly recommend this app.

FAQ

What financial institutions does Planner Bee connect with?

Planner Bee partners with all major financial institutions, allowing users to connect all of their financial accounts for a comprehensive overview. This includes banking, insurance, and investment records from various providers.

Is Planner Bee free to use?

Yes, Planner Bee is a completely free app for users. There are no hidden costs or subscription fees associated with its use.

What kind of financial data can I track with Planner Bee?

You can track all your accounts in one place, including spending and saving habits, insurance premiums, loan details, and your entire investment portfolio. The app provides multi-currency and multi-account information.

Does Planner Bee offer any budgeting features?

Yes, Planner Bee allows you to set smart budgets that put you in full control of your finances. It helps you move quickly and confidently towards positive financial outcomes.

How does Planner Bee help with insurance management?

Planner Bee provides a clear view of each insurance product you have purchased, including monthly and annual premiums. It consolidates all your insurance policies onto a single dashboard for easy monitoring.

Can I track my investments with Planner Bee?

Absolutely. Planner Bee gives you an instant overview of how your investments are performing, including stocks, bonds, ETFs, and mutual funds. You can track their progress over time on an easy-to-use dashboard.

What devices is Planner Bee available on?

Planner Bee is available for iPhone and iPod devices. The app is designed for mobile use, allowing you to manage your finances on the go.

How often is Planner Bee updated?

The latest version of Planner Bee is 3.3, and it was last updated on September 20, 2024. This indicates regular updates to improve functionality and security.