Best Financial Dashboard Apps

249+ iOS apps curated and reviewed

4.9 avg rating
20 free apps
Updated August 2026

Every iPhone needs a few good financial dashboard apps. We benchmark 249+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Financial Dashboard Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Empower ®Empower ®Free4.8★ (404K)NoNoSep 2026
2Monefy: Bills & Money TrackerMonefy: Bills & Money TrackerFree4.7★ (6.6K)YesYesAug 2026
3Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesSep 2026
4Fuchs Financial DashboardFuchs Financial DashboardFree5.0★ (1)NoNoMay 2026
5EpicLedger Financial DashboardEpicLedger Financial DashboardFree5.0★ (2)NoNoJul 2026
6Dashboard - Portfolio TrackerDashboard - Portfolio TrackerFreeYesYesAug 2026
7Wealthspire Client PortalWealthspire Client PortalFree5.0★ (3)NoNoMay 2026
8YNABYNABFree4.8★ (61K)NoYesSep 2026

Top Picks for Financial Dashboard

Empower ®#1

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Editor's Choice
💰 Finance
4.8😞(404K ratings)
Free
#60in Finance
Empower ® screenshot 1
Empower ® screenshot 2
Empower ® screenshot 3
Empower ® screenshot 4
Empower ® screenshot 5
Empower ® screenshot 6

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

What We Love

  • 👍 Good product overall
  • 🚀 Sleek design and robust performance
  • 🔒 Excellent customer service and support

Room to Improve

  • 🐛 Buggy and unreliable app
  • ⏱️ Slow loading times
  • 🤔 Missing key features and functionality
Monefy: Bills & Money Tracker#2

Monefy: Bills & Money Tracker by Reflective Technologies ApS

Track income, budget, expenses
Strong Contender
💰 Finance
4.7😊(6.6K ratings)
FreeAdsIn-App Purchases
Monefy: Bills & Money Tracker screenshot 1
Monefy: Bills & Money Tracker screenshot 2
Monefy: Bills & Money Tracker screenshot 3
Monefy: Bills & Money Tracker screenshot 4
Monefy: Bills & Money Tracker screenshot 5
Monefy: Bills & Money Tracker screenshot 6

Easily track your income and expenses with quick, one-click transaction entries. Synchronize your financial data across multiple devices and manage your spending with intuitive charts and customizable categories.

What We Love

  • 👍 Very easy to use
  • 👍 Helpful for tracking expenses
  • 👍 Customizable categories
  • 👍 Intuitive interface

Room to Improve

  • 🐛 Synchronization issues
  • 🐛 Pricing errors and lack of refunds
  • 🐛 Ads and paywalls for basic features
Copilot: Track & Budget Money#3

Copilot: Track & Budget Money by Copilot Money, Inc.

Spending, investing, net worth
Worth Considering
💰 Finance
4.8😊(30K ratings)
FreeIn-App Purchases
#3in Finance
Copilot: Track & Budget Money screenshot 1
Copilot: Track & Budget Money screenshot 2
Copilot: Track & Budget Money screenshot 3
Copilot: Track & Budget Money screenshot 4
Copilot: Track & Budget Money screenshot 5
Copilot: Track & Budget Money screenshot 6

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

What We Love

  • 👍 Intuitive and user-friendly interface
  • 🚀 Seamless account integration and transaction tracking
  • 💡 Customizable budgeting and categorization
  • 🔒 Secure and private financial management

Room to Improve

  • 🐛 Occasional sync and connectivity issues with some financial institutions
  • 🔍 Lack of advanced reporting and filtering options
  • 🔍 Limited functionality for manual transaction entry and forecasting

More Financial Dashboard apps to explore

4
Fuchs Financial Dashboard
Fuchs Financial Dashboard
Fuchs Financial Dashboard
by Fuchs Financial
Free

Access your financial performance across all portfolios with this app. It provides general information for investment tracking, but does not constitute financial advice.

Portfolio performance trackingAccess client dashboardInvestment performance overview
💰 Finance
(1)
free
5
EpicLedger Financial Dashboard
EpicLedger Financial Dashboard
EpicLedger Financial Dashboard
Interactive Business Insight
Free

Gain total financial visibility for your business with an interactive, cloud-based dashboard. Understand key financial metrics, compare performance over time, and communicate directly with your accountants in real-time to make informed decisions and drive growth.

Analyze revenue, profit, cash flow, and expensesCompare financial performance across 12 monthsTop expense analysis
💼 Business
(2)
free
6
Dashboard - Portfolio Tracker
Dashboard - Portfolio Tracker
Dashboard - Portfolio Tracker
Track Stocks, ETFs & Crypto
Free
💰 Finance
(0)
7
Wealthspire Client Portal
Wealthspire Client Portal
Wealthspire Client Portal
by Sontag Advisory LLC
Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track investments, utilize budgeting tools, and gain a clear overview of your financial health in one easy-to-use mobile application.

Interactive financial dashboardDocument vaultInteractive reports
💰 Finance
(3)
free
8
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
9
Heritage Financial Services
Heritage Financial Services
Heritage Financial Services
by Heritage Financial Services, LLC
Free
💰 Finance
(0)
10
RTD Financial
RTD Financial
RTD Financial
by RTD Financial
Free
💰 Finance
(0)
11
Dvorak Financial
Dvorak Financial
Dvorak Financial
by Uptick Partners, LLC
Free
💰 Finance
(0)
12
Financial - Manager & Tracker
Financial - Manager & Tracker
Financial - Manager & Tracker
Budget & Subscription Tracker
Free

Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.

All accounts in one viewAutomatic transaction importBudgeting and spending tracking
💰 Finance
(0)
free with in-app purchases
13
Eequity Cord: Rreturn Sspan
Eequity Cord: Rreturn Sspan
Eequity Cord: Rreturn Sspan
by Shyreek Zyquawn Heyward
Free
💰 Finance
(0)
14
Foster & Motley
Foster & Motley
Foster & Motley
by Foster & Motley, Inc
Free
💰 Finance
(0)
15
Center for Financial Planning
Center for Financial Planning
Center for Financial Planning
by Center for Financial Planning, Inc.®
Free
💰 Finance
(0)
16
Lighthouse Finance Solutions
Lighthouse Finance Solutions
Lighthouse Finance Solutions
by VENTURETECH SOLUTIONS LLC
Free

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

Track financial progressManage draftsContact client services
💰 Finance
(6)
free
17
Foresight: Financial Planner
Foresight: Financial Planner
Foresight: Financial Planner
Net Worth, Debt & Projections
Free
💰 Finance
(0)
18
ForeCash-Financial Forecasting
ForeCash-Financial Forecasting
ForeCash-Financial Forecasting
Forecast your future balances.
Free
💰 Finance
(0)
19
Reed Financial Services
Reed Financial Services
Reed Financial Services
by Reed Financial Services, Inc.
Free
💰 Finance
(0)
20
Tradewinds Capital Management
Tradewinds Capital Management
Tradewinds Capital Management
by Tradewinds Capital Management
Free

Manage your finances with a secure and intuitive dashboard. Track investments, access interactive reports, and securely store important documents with your financial advisor.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(2)
free

FAQ about Financial Dashboard

What are the best financial dashboard apps for iPhone?
Empower ® tops our financial dashboard apps ranking as of August 2026, with a 4.8-star average from 404K App Store ratings, and it's free to download.
Yes — 20 of the top financial dashboard apps we rank are free to download, including Empower ® and Monefy: Bills & Money Tracker.
Empower ® has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ financial dashboard apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The Empower app provides a consolidated view of all your financial accounts, helping you track your net worth, manage budgets, and plan for financial goals like retirement. It offers tools to simulate financial scenarios and provides access to professional investment advice.
Key features include seeing all your accounts in one place, planning for retirement, setting and tracking budgets, tackling debt, building an emergency fund, and simulating financial scenarios like recessions. It also offers data security through biometric and multi-factor authentication.

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