Best Financial Planning Apps

4.9😊(115K ratings)

FreeIn-App Purchases

#8in Finance

Monarch: Budget & Track Money screenshot 1

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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.

What We Love

💻 Extremely customizable
🤝 Great for couples
🔍 Comprehensive budgeting and net worth tracking
📈 Excellent data visualization
🚀 Intuitive and user-friendly interface
🆕 Frequent updates and new features
🔒 Secure and ad-free experience
🎨 Clean and modern design

Room to Improve

🔁 Recurring account disconnection issues
🇨🇦 Limited support for Canadian users
💰 Expensive subscription cost
🕰️ Slow transaction updates
🐛 Bugs and data inconsistencies
🚫 Lack of live support and slow response times

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire

Strong Contender

4.8😞(421K ratings)

Free

#25in Finance

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
🤯 Confusing and unintuitive navigation
💻 Forced to use app instead of website
🇨🇦 Not compatible with Canadian users

EveryDollar: Budget Management by The Lampo Group Incorporated

Track Income, Bills & Spending

Worth Considering

NerdWallet: Smart Money App

4.7😐(84K ratings)

FreeIn-App Purchases

#16in Finance

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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.

What We Love

👍 Useful budgeting tool
🚀 Helps with financial organization
💡 Customizable budgeting categories
👍 Easy to use and intuitive
🚀 Simplifies budgeting process

Room to Improve

💰 Expensive subscription
🐛 Connectivity issues with Canadian banks
🐛 Bugs and glitches
🔍 Lack of support and tutorials
🚫 Limited functionality in free version

More Financial Planning apps to explore

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

free with in-app purchases

(125K)

Coordinated Financial Planning

by Coordinated Financial Planning Corp

Money - Financial Planning

(0)

Easy control income/expenses

Create custom financial plansTrack daily income and expensesVisualize financial statements with graphs

Effectively manage your income and expenses to achieve your financial goals. Plan your spending, track daily transactions, and visualize your financial health with insightful graphs and reports. This app helps you save for your dreams and become more financially responsible.

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

(190K)

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.

(29)

Budget, Retire & Plan Smart

Financial Playbook App

Budget PlannerRetirement PlannerHouse Affordability Calculator

This personal finance app helps you manage your money, plan for major life events like retirement or buying a home, and understand your spending. It offers tools for budgeting, saving for goals, and assessing affordability of large purchases. All data is kept private on your device.

This app simplifies financial planning, insurance, and investments. It provides transparency and clarity on financial products, helping users understand where their money goes, budget effectively, and determine adequate protection without sharing personal data. Get instant insurance quotes and take control of your financial future.

Financial planning simplificationInsurance needs assessmentInvestment understanding

(0)

Coppertree Financial Planning

by Uptick Partners, LLC

View investment portfolioTrack progress toward goalsDirect team communication

Manage your financial life with a secure, branded experience. View your investment portfolio, track progress towards goals, and communicate directly with your financial team. Access all your important documents and performance reports in one convenient place.

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.

Rocket Money - Bills & Budgets

(62K)

subscription

Subscription & Expense Manager

Cancel forgotten subscriptionsNegotiate lower billsTrack monthly expenses

This personal finance app helps you manage your money by tracking expenses, creating budgets, and automating savings. It also finds and cancels forgotten subscriptions and negotiates lower rates on your existing bills.

free with in-app purchases

(402K)

Interface Financial Planning

R06 Financial Planning Prep

OLIO Financial Planning

by OLIO FINANCIAL PLANNING, LLC

by Comprehensive Wealth Management, LLC

Axia IQ: Money Plan & Coach

(0)

Personalized financial freedom

Build a Financial Plan

Goal settingProprietary likelihood scoreProprietary adequacy score

This app helps individuals create personalized financial plans to achieve their goals. It offers features like goal setting, proprietary scoring for likelihood and adequacy, and budget creation based on location-specific data. Explore career and college options to build hypothetical plans for your financial future.

(641)