# PlanTogether: Budget & Plan — One live plan with clients > One live plan with clients (iPhone/iPad app by Steven Snary.) - Source: https://appshunter.io/ios/app/plantogether-budget-and-plan/id1607769200 (this page in markdown: same URL + `.md`) - Developer: [Steven Snary](https://appshunter.io/developer/1607769202) - Category: Finance, Productivity - Price: Free - Age rating: 4+ - Requires: iOS 16.0 · 51 MB - Languages: American English - Released: 2025-03-10 - Data updated: 2026-10-09 ## What is PlanTogether? Clients who come back. Plans that keep themselves current. One app, two sides of the same plan. PlanTogether by MyFinancialApps is a financial-planning app for life-insurance advisors and their clients: clients get their own budgeting app, and every advisor-client pair works from one live shared plan. IF YOU'RE A CLIENT You join through your advisor's invitation; the plan you build together stays yours between meetings. Your Budget is quick to keep current. Safe-to-Spend is backed by a 12-month cashflow runway, so your tightest point is circled before it lands. Debt Freedom maps Snowball and Avalanche payoff plans, with payoff dates and an extra-payment slider. Set the goals that shape your plan, plus an optional Payday Planner and Cashflow Calendar. IF YOU'RE AN ADVISOR You and each client work one live shared file: every number the client keeps fresh updates the plan you built, instantly. Run a full life-insurance needs analysis from the client's own numbers — income replacement, debts, final expenses, education — and it stays current as those numbers move. Invite each client personally from your dashboard, then open the next review with today's numbers, not last February's. Same app, different login: advisors sign in to the advisor dashboard; clients sign in to their own budget and plan. Support: hello@myfinancialapps.io ## Is PlanTogether safe? Not enough ratings yet to assess PlanTogether. ## Is PlanTogether legit? PlanTogether: Budget & Plan appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for PlanTogether is 65 out of 100 points across 7 verification signals from App Store and developer data. ## Version history (last 5 releases) ### 2.0.14 — 2026-10-08 New in this version: • Your Clients, redesigned: search, an A–Z index, a view for who needs you, and hide or remove a client. • Change history: see what changed on a client's profile, and when. • Cashflow Calendar: saved bills follow a schedule change. • Email: logging out removes your mailbox from the phone; pictures stay hidden until you tap Show images. • Invites now say whether they're for a client or a professional. Plus refinements throughout. Support: hello@myfinancialapps.io ### 2.0.13 — 2026-09-30 New: short how-to videos for your budget. Tap "Watch" on any budget screen, or open the whole series from the Overview. Plus refinements throughout. Support: hello@myfinancialapps.io ### 2.0.12 — 2026-09-27 Work with an advisor of your own? Anything they need from you now shows on your dashboard, one tap from your own plan. Tapping a notification or email link opens the right client, and Back takes you where you'd expect. Plus refinements throughout. Support: hello@myfinancialapps.io ### 2.0.10 — 2026-09-20 Referred by a colleague? The invitation now appears on your home screen, ready whenever you are. Rename a card or account and every calendar entry paid from it follows. Professionals can update their business email and phone alongside their licensing details. Names keep their accents, apostrophes and ampersands. Plus refinements throughout. ### 2.0.9 — 2026-09-09 PlanTogether now welcomes every financial professional: accountants, bookkeepers, tax preparers, money coaches, mortgage agents and advisors holding any licence apply the same way Complete a short business profile, and invite clients into one live shared plan. Clients see who they work with by title. Plus refinements throughout. ## Apps similar to PlanTogether | App | Rating | Price | Category | | --- | --- | --- | --- | | [IQPF](https://appshunter.io/ios/app/iqpf/id1051341085) | — | Free | Finance | | [Bill Calendar & Organizer](https://appshunter.io/ios/app/bill-calendar-and-organizer/id6755439531) | 5.0 (3) | Free | Finance | | [Money - Financial Planning](https://appshunter.io/ios/app/money-financial-planning/id1190966640) | 3.3 (3) | Free | Finance | | [Insurance Compass](https://appshunter.io/ios/app/insurance-compass/id6748379706) | — | Free | Finance | | [Bills Organizer Reminder Plus](https://appshunter.io/ios/app/bills-organizer-reminder-plus/id6755053026) | 5.0 (4) | Free | Finance | | [Stowe: Track Money & AI Budget](https://appshunter.io/ios/app/stowe-track-money-and-ai-budget/id6771858160) | 5.0 (1) | 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 2026-10-09.*