Best Financial Planning Apps

4.9😊(112K ratings)

FreeIn-App Purchases

#9in Finance

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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

EveryDollar: Budget Management by The Lampo Group Incorporated

Track Income, Bills & Spending

Strong Contender

4.7😐(84K ratings)

FreeIn-App Purchases

#14in 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

NerdWallet: Smart Money App by NerdWallet

Track, Save & Invest

Worth Considering

Budget, Retire & Plan Smart

4.8😐(125K ratings)

FreeAds

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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.

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

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.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

(412K)

Rocket Money - Bills & Budgets

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.

(395K)

Coordinated Financial Planning

by Coordinated Financial Planning Corp

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(236K)

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.

(3)

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)

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.

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.

(188K)

Fleur - Budget Planner App

Bill Organizer & Money Tracker

Log expenses and incomeSet monthly budgetsTrack spending habits

This app helps you manage your finances with a simple and elegant interface. Easily track daily expenses and income, set monthly budgets, and monitor your spending habits. It offers features like transaction history, repeating transactions, and category management.

(13K)

Troutwood

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)

Interface Financial Planning

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

(8)

Certified Financial Group

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)

by OLIO FINANCIAL PLANNING, LLC

OLIO Financial Planning