Best Financial Planner Apps

Connect all financial accountsAuto-categorize transactionsCustomizable dashboard

Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor investments, and collaborate with others to achieve your financial goals with actionable insights.

(109K)

Buddy: Budget Planner App

Bill Tracker & Money Manager

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

(9.5K)

Budget app - spending tracker

Budget planner & money tracker

Budget PlannerSpending TrackerMoney Management

This personal finance app helps you track spending, plan budgets, and save money to achieve financial freedom. It offers features like AI-powered tracking, shared budgeting, and detailed stats to understand your financial habits.

(16K)

Goochy Financial Planner

Spend your money wisely.

Monthly Budget Planner - Fynlo

🌟 Lifestyle

(0)

#1 Money & Spending Tracker

Track income and expensesSet and manage custom budgetsMonitor savings goals

A cute and simple monthly budget planner designed to make managing money enjoyable. Track income, expenses, set budgets, and monitor savings goals with ease. Features a smart receipt scanner and AI chat assistant for financial planning.

Prosper - Financial Planner

(5)

freemium

Track Net Worth, Loans & FIRE

Interactive net worth and cash flow projectionsWhat-if scenario testingInflation-adjusted projections

Plan your financial future with interactive projections for net worth, cash flow, and retirement. Simulate major life decisions and optimize financial goals like mortgage payments. Data is stored locally for privacy with optional cloud sync.

Plans.TheApp Financial Planner

(1)

freemium

Plan, Budget, Track & Forecast

Advanced financial forecasting up to 30 yearsTest "what-if" life scenariosDebt and asset management tools

This app helps you visualize your financial future by forecasting cash flow, net worth, and debt over decades. Test "what-if" scenarios for major life events and manage debts and assets with various strategies. Collaborate with partners and generate detailed reports.

(1)

LeanBudget: Financial Planner

Budget, Goals & Costs Tracker

Never worry about money again

Create and share unlimited spending plansAutomatically import transactionsManually add transactions

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.

(61K)

Money+ Cute Expense Tracker

Simple & No Ad Budget App

Offline local storageFast transaction recordingMulti-dimensional ledgers

This offline accounting app offers a pure, reliable experience for tracking expenses and managing budgets. It supports multiple ledgers, accounts, global currencies, and provides in-depth financial analysis. Set savings goals and monitor asset trends without any advertisements.

📊 Productivity

(3.9K)

Foresight: Financial Planner

Net Worth, Debt & Projections

Simfolio - Financial Planner

(0)

Budgii: Budget Planner

Retirement calculator, planner

Net worth tracking and forecastingRetirement planningFinancial goal setting

Plan your financial future and retirement with this app. Track your net worth, forecast wealth growth, and set financial goals. Easily visualize your investment portfolio's future performance without complex spreadsheets.

(2)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Albert: Budgeting and Banking

(22)

free

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

(328K)

Freedom Date: FIRE Planner

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Advisor CommunicationMeeting SchedulerSecure Document Upload