Simple Budget Planner vs Funds Benchmark

Simple Budget Planner is a calm, manual budget for you and your household. No bank login, no connected accounts, nothing automatic happening behind your back: you write down what you spend, and you always know what's left. KNOW WHERE YOU STAND • Your balance for the period, and Look ahead: where you'll be on any date, with the lowest point on the way • What's left a day or this week, right on the Home screen • A short recap at the end of every period, and your year in review PLAN YOUR MONTH • Give every category a budget, envelope-style, and see what's left at a glance • Bills and recurring payments go out on the day you choose and count before they arrive, so "left to spend" is honest • Monthly from your payday, twice a month (1st and 15th), weekly, or every 2 or 4 weeks • A "Left to spend" widget for your Home Screen and Lock Screen, with amounts you can hide TRACK IN SECONDS • Add an expense in three taps with the quick keypad • Edit anything in place, move entries between categories, undo a delete • Search, filter and sort by date or by due date • A gentle reminder if you forget, and a note that remembers its category SAVE ON PURPOSE • Savings goals with contributions and progress • Money set aside is shown separately, never counted as spending SHARE WITH YOUR HOUSEHOLD • Invite your partner or family to the same budget • Send your partner a link: they join in one tap, no account needed first • Everyone sees the same numbers, on their own iPhone or iPad SEE WHERE IT GOES • Clear spending and income insights by category • Money in against spent over the last 6 months • Look back over any dates: a whole year, the last 3 months or your own range, with every entry in one list • Every chart has a text summary and a table view YOURS TO KEEP • Export everything to CSV at any time, on every plan • Works offline and syncs when you're back online • Your data is never sold and never used for ads • Lock the app with Face ID • Siri and Shortcuts: add an expense without opening the app • On iPhone and iPad, with two columns on the bigger screen PREMIUM Simple Budget Planner is free to download and use. The free plan includes 40 entries for your household, or 80 when you share it, and every feature. Premium is an optional auto-renewing subscription that removes the entry limit. One subscription covers your household through Family Sharing. Payment is charged to your Apple Account at confirmation of purchase. The subscription renews automatically unless cancelled at least 24 hours before the end of the current period. You can manage or cancel it in your App Store account settings. Any unused part of a free trial is forfeited when you buy a subscription. Terms of Use: https://sbp.sh/terms Privacy Policy: https://sbp.sh/privacy

Stop reading factsheets. Start seeing what actually drives the funds you hold. Funds Benchmark gives you the depth of an institutional research terminal in a mobile app. Search 180,000+ funds, line them up side by side, and understand, in plain language, what's behind every move in performance. Built for wealth managers, portfolio managers, and serious private investors who want more than a star rating. KEY FEATURES • Fund Finder. Search 180,000+ funds by name, ISIN, IA sector, or asset class. Sort by 1-week, 1-month, or 1-year returns and find what's working now. • Side-by-Side Comparison. Line up to 5 funds at once: performance, risk metrics, sector exposure, top holdings, and an AI breakdown of what actually makes each one different, not just which has the bigger number. • AI Forecast. Every fund gets Bear, Base, and Bull scenarios over 12 months, with the reasoning behind each one tied to the fund's real holdings. A structured second opinion in seconds, not a buy signal. • Macro Event Pins. Rate decisions, inflation prints, and geopolitical shocks, pinned onto each fund's price chart, with a plain-English note on why that event matters for that specific fund. • Holding-Level News. Live news on the companies actually held inside the fund: earnings, upgrades, downgrades, regulatory shifts. See the headlines moving your fund from the inside. • Deep Drill-Downs. Tap any country, sector, or top holding to see exactly what you own beneath the label, and where two "similar" funds quietly diverge. • Watchlist. Track your funds with live performance charts. Swipe through individual positions or view them combined. WHY FUNDS BENCHMARK Most fund tools stop at the headline return. Funds Benchmark shows you the holdings, the macro context, and the scenarios, so you can form your own view, faster. The research process of an analyst, structured into an interface you can use on the train. Start free. Upgrade for AI Forecast, unlimited comparisons, and full drill-downs. Funds Benchmark is a research platform, not a financial adviser. Nothing in the app is investment advice or a recommendation to buy or sell any fund. AI Forecast scenarios are illustrative and model-generated, not predictions of actual returns. Past performance is not a guide to future results. Capital is at risk.