Best Financial Planning Apps

4.9😊(118K ratings)

FreeIn-App Purchases

#4in Finance

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Consolidate all your financial accounts into a single, intuitive dashboard. Track spending, manage budgets, monitor net worth, and collaborate with partners or financial advisors to achieve your financial goals.

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😞(426K ratings)

Free

#54in 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

NerdWallet: Smart Money App by NerdWallet

Track, Save & Invest

Worth Considering

EveryDollar: Budget Management

4.8😐(126K ratings)

FreeAds

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Manage your finances with budgeting tools, credit monitoring, and personalized savings opportunities. Track spending, understand your credit score, and discover ways to save money and earn more on your cash.

What We Love

💡 Helpful financial insights
👍 User-friendly interface
🚀 Comprehensive account tracking
💡 Personalized recommendations

Room to Improve

🐛 Frequent connection issues
🐛 Inaccurate account balances
🐛 Unreliable account linking
🐛 Inconsistent transaction categorization

More Financial Planning apps to explore

Track Income, Bills & Spending

Create quick budgets easilyTrack expenses and transactionsPlan spending and savings

This personal finance app helps you create budgets, track expenses, and manage your money to achieve financial goals like saving or paying off debt. It offers tools to plan spending, monitor bills, and gain control over your finances.

free with in-app purchases

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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.

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Coordinated Financial Planning

by Coordinated Financial Planning Corp

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(0)

Subscription & Expense Manager

Find and cancel forgotten subscriptionsAI-powered financial assistantCreate and track monthly budgets

This personal finance app helps you manage subscriptions, create budgets, track spending, and lower your bills. It offers an AI-powered assistant to proactively save money and provides bank-level security for your financial data.

free with in-app purchases

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Money - Financial Planning

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.

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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.

(2)

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 financial plansReal-time updates across devicesLoan planner for debt paydown

This app helps you manage your finances, create a spending plan, and track your progress towards goals. It aims to reduce financial stress and debt by providing tools for budgeting, planning, and understanding your money.

free with in-app purchases

(62K)

My LifePlan

My LifePlan App

Financial planning simplificationInsurance needs assessmentInvestment understanding

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.

(0)

Interface Financial Planning

Build a Financial Plan

Goal settingProprietary likelihood scoreProprietary adequacy score

This app helps you set and achieve financial goals with a customizable plan. It includes goal setting, proprietary scoring for likelihood and adequacy, and a budget based on real cost of living data. Explore career and college options to build your financial future.

(641)

by OLIO FINANCIAL PLANNING, LLC

OLIO Financial Planning

Foresight: Financial Planner

(0)

Net Worth, Debt & Projections

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

(37K)