Best Financial Planning Tool Apps

0+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our financial planning tool list covers 0+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Financial Planning Tool

Mobills - Budget Planner#1

Mobills - Budget Planner by Toro Investimentos Ltda.

Financial and Bill Organizer
Editor's Choice
๐Ÿ’ฐ Finance
4.7๐Ÿ˜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

  • ๐Ÿ‘ Helpful for managing finances
  • ๐Ÿš€ Easy to use
  • ๐Ÿ’ก Good features for budgeting and tracking expenses

Room to Improve

  • ๐Ÿ› Sync issues and inconsistent data across devices
  • ๐Ÿ’ฐ Premium features too expensive
  • ๐Ÿ”’ Security and privacy concerns
Ameriprise Financial#2

Ameriprise Financial by Ameriprise

Strong Contender
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

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.

What We Love

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances
Voya#3

Voya by Voya Services Company

Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜ž(186K ratings)
Free
Voya screenshot 1
Voya screenshot 2
Voya screenshot 3
Voya screenshot 4
Voya screenshot 5
Voya screenshot 6

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

What We Love

  • ๐Ÿš€ Intuitive user interface
  • ๐Ÿ”’ Robust security features
  • ๐Ÿ’ก Retirement planning tools
  • ๐Ÿ‘ User-friendly navigation

Room to Improve

  • ๐Ÿ› Frequent app crashes and system unavailability
  • ๐Ÿ‘Ž Lack of transparency in account details
  • ๐Ÿ•ฐ๏ธ Slow performance and loading times

More Financial Planning Tool apps to explore

4
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

๐Ÿ’ฐ Finance
(60K)
5
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!

๐Ÿ’ฐ Finance
(12K)
6
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

๐Ÿ’ฐ Finance
(177K)
7
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifiโ€”the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

๐Ÿ’ฐ Finance
(11K)
8
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
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!

๐Ÿ’ฐ Finance
(589)
9
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

๐Ÿ’ฐ Finance
(220)
10
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

๐Ÿ’ฐ Finance
(226K)
11
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Personal Expense Tracker
Free

An app that helps you set daily budgets, track expenses, and manage your finances with ease. Stay on top of your spending habits effortlessly. Start saving more today!

๐Ÿ’ฐ Finance
(5.8K)
12
FinFit
FinFit
FinFit
by FinFit Ops LLC
Free

This application provides a comprehensive financial wellness program, offering educational resources, personalized tools, and financial solutions to help employees achieve financial stability and meet their goals. By using the application, members can access a range of services, including financial assessments, coaching, and money management tools, and earn rewards points redeemable for cash and prizes.

๐Ÿ’ฐ Finance
(1.8K)
13
Financial Fitness Passport
Financial Fitness Passport
Financial Fitness Passport
Smarter Finance Starts Here
Free
๐Ÿ’ฐ Finance
(4)
14
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

Get up to $250 cash advance with Cleo. Save money effortlessly with its smart budgeting tools, tailored to your spending habits. Say goodbye to financial worries โ€“ start managing your money smarter today!

๐Ÿ’ฐ Finance
(232K)
15
The Beans
The Beans
The Beans
by The Beans, Inc.
Free

"The Beans offers a custom, free Visual Financial Plan to manage expenses, track transactions, and stay updated on your financial health. Download now for personalized financial insights and secure money management."

๐Ÿ’ฐ Finance
(87)
16
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

๐Ÿ’ฐ Finance
(14)
17
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

๐Ÿ’ฐ Finance
(37)
18
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Download the mobile app for seamless retirement savings management wherever you go. Easily access your accounts, tools, and resources in one secure place with intuitive features like retirement income simulation and fund management. Stay in control of your finances with enhanced security measures and personalized support.

๐Ÿ’ฐ Finance
(12K)
19
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

๐Ÿ’ฐ Finance
(80K)
20
BMO DollarGPS
BMO DollarGPS
BMO DollarGPS
Improve your wealth
Free
๐Ÿ’ฐ Finance
(55)