Best Financial Planner Tool Apps

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.

(9.3K)

EveryDollar: Budget Management

Track Income, Bills & Spending

Create custom budgetsTrack expenses and transactionsManage bills and income

This app helps you create custom budgets, track expenses, and manage your money effectively. It aims to reveal hidden savings and empower you to pay off debt, build wealth, and achieve your financial goals.

(84K)

PlanMode: Retirement Planner

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

(105)

Financial and Bill Organizer

Organizze Budget Planner

Real-time financial controlCredit card bill managementBudget creation by category

Manage your finances in real-time with a secure and practical solution. Track bank accounts, credit cards, and bills easily from your phone or computer. Gain financial predictability and avoid late fees with this comprehensive money management tool.

(534)

Never worry about money again

YNAB

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.

FFCalc - Retirement Calculator

(61K)

subscription

FIRE & Freedom Planner

Financial freedom timeline calculationIncome and spending inputCurrent savings tracking

This app helps you determine how long you need to save until financial independence. Input your income, expenses, and current savings to receive personalized retirement timelines. Visual charts and tables illustrate your projected savings growth year by year.

(390)

Quicken: Budget & Track Money

Investing, Spending, Net Worth

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

(12K)

Personal Financial Manager

ParmisaK PFM

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Vanguard: Save, Invest, Retire

(7.4K)

ad-supported

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Revolut: Send, spend and save

(177K)

free

Change the way you money

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

(70K)

Expense tracker & budget tool

Cash Flow Planner

Track income and expensesRecord recurring transactionsCreate custom categories

$2.99 | 100% OFF

This personal finance app helps you track income and expenses with ease. You can record one-time and recurring transactions, create custom categories, and set budgets and income targets. Get a clear overview of your finances and manage your money effectively.

지출·수입 기록, 장부·목표·저축, 예산·재무 관리자

Quick transaction addingCustomizable accounts and categoriesDevice synchronization

Easily track your income and expenses to manage your finances. Offers customizable accounts, flexible budgeting, and secure synchronization across devices. Visualize your financial health with powerful reports and helpful tools.

(718)

Weekly: Budget Planner & Bills

Spending & Money Goal Tracker

Guided budget setupWeekly spending limit calculationBank transaction download

This app helps you plan your weekly budget, track your spending, and save for financial goals. It connects to your bank accounts to monitor transactions, categorizes your expenses, and provides insights into your spending habits. It also helps you manage upcoming bills and view account balances in one place.

(3.7K)

Your Financial Wellness Hub

Financial Finesse

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

All Your Finances in One Tool

(9)

free

Budget Planner App: Up!

Expense trackingIncome recordingBudget creation

Manage your money effortlessly and achieve your financial goals with this personal finance companion. Track expenses, income, and budgets with intuitive analytics and customization options to gain control and work towards financial freedom.

(34)

Expense Tracker - Money Note

Budget Planner & Bills Tracker

Simple and easy to useNo account registrationLocal data storage

This app offers a straightforward way to track your income and expenses without requiring account registration or bank connections. It prioritizes local data storage for speed and security, with a familiar interface for instant budgeting. Customize themes, export data, and secure your finances with a passcode.

(3K)