Best Financial-Planning Apps

199+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Money is the household name in financial-planning, but it's far from the only option. We track 199+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Financial-Planning

Mobills - Budget Planner#2

Mobills - Budget Planner by Toro Investimentos Ltda.

Financial and Bill Organizer
Strong Contender
šŸ’° Finance
4.7šŸ˜ž(4.3K ratings)
FreeAdsIn-App Purchases
Mobills - Budget Planner screenshot 1
Mobills - Budget Planner screenshot 2
Mobills - Budget Planner screenshot 3
Mobills - Budget Planner screenshot 4
Mobills - Budget Planner screenshot 5
Mobills - Budget Planner screenshot 6

Take control of your finances with our budget planning app. Track expenses, set financial goals, manage credit cards, receive bill reminders, and more to achieve financial peace of mind. Join now to start managing your money effectively.

What We Love

  • šŸ‘ Helpful for managing finances
  • šŸš€ Easy to use
  • šŸ’” Good features for budgeting and tracking expenses

Room to Improve

  • šŸ› Sync issues and inconsistent data across devices
  • šŸ’° Premium features too expensive
  • šŸ”’ Security and privacy concerns

More Financial-Planning apps to explore

4
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

šŸ’° Finance
(9.2K)
5
EveryDollar: Budget Management
EveryDollar: Budget Management
EveryDollar: Budget Management
Track Income, Bills & Spending
Free

Track expenses, plan finances, and reach your financial goals with a personal budget app that helps you manage your money easily and guilt-free. Start for free today to create budgets, monitor spending, and see all your financial accounts in one place.

šŸ’° Finance
(84K)
6
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

Track and optimize your daily activities with our app. Set goals, monitor progress, and receive personalized recommendations to improve your productivity. Take control of your time and achieve your objectives effortlessly. Download now and start maximizing your efficiency!

šŸ’° Finance
(30K)
7
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Monarch: Budget & Track Money
Spending, Net Worth, Investing
Free

Manage your finances efficiently with this comprehensive budgeting application. Track expenses, set financial goals, and stay on top of your budget effortlessly. Start saving money today!

šŸ’° Finance
(96K)
8
Budget Planner App - Fleur
Budget Planner App - Fleur
Budget Planner App - Fleur
Bill Organizer & Money Tracker
Free

Organize your bills, track expenses, and manage your budget easily with this intuitive app. Stay on top of your finances effortlessly. Start planning your budget today!

šŸ’° Finance
(12K)
9
myPlan Financial Planning App
myPlan Financial Planning App
myPlan Financial Planning App
Business Budgeting & Planning
Free

This financial management application helps businesses streamline their budgeting, planning, and cash flow management with personalized insights, custom budgets, and forecasting tools. Sign up for a free trial to track expenses, monitor financial status, and make informed decisions with a user-friendly and secure platform.

šŸ’¼ Business
(0)
10
BPAS University
BPAS University
BPAS University
The Road to Financial Security
Free

Embark on the path to financial security with BPAS U, offering virtual classrooms, modeling tools, risk assessments, quizzes, research resources, and notifications to simplify retirement and benefit planning. Start saving early and optimize your financial future with BPAS U.

šŸ“š Education
(1.6K)
11
Budget Bestie
Budget Bestie
Budget Bestie
easy envelope based budgeting
Free

Budget Bestie is a user-friendly budget management app that helps you track expenses, set financial goals, and stay on top of your finances effortlessly. Take control of your money and achieve financial freedom today!

šŸ’° Finance
(1.3K)
12
Coppertree Financial Planning
Coppertree Financial Planning
Coppertree Financial Planning
by Uptick Partners, LLC
Free

This customized client app provides a secure and seamless experience for managing your financial life, allowing you to view accounts, track progress toward goals, and stay connected with your financial team. With everything in one place, you can access your financial information and receive updates in a private and secure environment, giving you a clear picture of your financial situation at your fingertips.

šŸ’° Finance
(1)
13
WalletHub: Credit & Budgeting
WalletHub: Credit & Budgeting
WalletHub: Credit & Budgeting
Improve Credit, Budget & Save
Free

An app that helps users monitor, improve, and understand their credit scores and reports to make informed financial decisions. Take control of your financial health today.

šŸ’° Finance
(9.9K)
14
Rocket Money - Bills & Budgets
Rocket Money - Bills & Budgets
Rocket Money - Bills & Budgets
Subscription & Expense Manager
Free

Rocket Money helps you effortlessly manage your bills, track payments, and stay on top of your finances. Take control of your budget today with Rocket Money!

šŸ’° Finance
(363K)
15
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

Track and manage your finances efficiently with a comprehensive money management app. Stay on top of your credit score, budget, and financial goals with ease. Start taking control of your money today!

šŸ’° Finance
(124K)
16
Coordinated Financial Planning
Coordinated Financial Planning
Coordinated Financial Planning
by Coordinated Financial Planning Corp
Free
šŸ’° Finance
(0)
17
Financial Planning Calculator
Financial Planning Calculator
Financial Planning Calculator
Calculate Your Financial Plan
Free

This financial tool helps you explore savings and compound interest possibilities by calculating any of five key variables to reach your financial goal. By adjusting the variables, you can discover what it will take to achieve your target and create a personalized financial plan.

šŸ’° Finance
(2)
18
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

šŸ’° Finance
(37K)
19
Dollarwise: Budget & Tracking
Dollarwise: Budget & Tracking
Dollarwise: Budget & Tracking
by Hammer Media LLC
Free
šŸ’° Finance
(3.6K)
20
Interface Financial Planning
Interface Financial Planning
Interface Financial Planning
Client Portal
Free
šŸ“š Education
(0)