Best Olio Financial Planning Apps

201+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

OLIO Financial Planning is the household name in olio financial planning, but it's far from the only option. We track 201+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Olio Financial Planning Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1OLIO Financial PlanningOLIO Financial PlanningFreeNoNoMay 2026
2Mobills - Budget PlannerMobills - Budget PlannerFree4.7★ (4.3K)YesYesJul 2026
3Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoJul 2026
4Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
5VoyaVoyaFree4.7★ (188K)NoNoJul 2026
6YNABYNABFree4.8★ (61K)YesYesJul 2026
7NetBenefitsNetBenefitsFree4.6★ (29K)NoNoJul 2026
8Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoJul 2026

Top Picks for Olio Financial Planning

Mobills - Budget Planner#2

Mobills - Budget Planner by Toro Investimentos Ltda.

Financial and Bill Organizer
Strong Contender
💰 Finance
4.7😞(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 money with this comprehensive budget planning app. Track expenses, manage bills, and set financial goals to achieve peace of mind. Analyze your spending with intuitive graphs and reports.

What We Love

  • 👍 Helpful for managing finances
  • 🚀 Easy to use
  • 💡 Good features for budgeting and tracking expenses

Room to Improve

  • 🐛 Sync issues and inconsistent data across devices
  • 💰 Premium features too expensive
  • 🔒 Security and privacy concerns
Brightside Financial#3

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Worth Considering
💰 Finance
4.6😞(1.4K ratings)
FreeAds
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

  • 🚀 Quick and easy to use
  • 👍 Helpful financial assistance
  • 💡 Useful features for Amazon employees
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent app crashes and glitches
  • 🔒 Login and access issues
  • ⚠️ Unreliable app performance

More Olio Financial Planning apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
5
Voya
Voya
Voya
by Voya Services Company
Free

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.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
6
YNAB
YNAB
YNAB
Never worry about money again
Free

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.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
7
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
8
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
9
Budget Planner App - Fleur
Budget Planner App - Fleur
Budget Planner App - Fleur
Bill Organizer & Money Tracker
Free

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.

Log expenses and incomeSet monthly budgetsTrack spending habits
💰 Finance
(12K)
free with in-app purchases
10
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln National Corp.
Free

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

Retirement plan managementEmployee benefits accessFinancial wellness tools
💰 Finance
(305)
free
11
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
12
Dollarwise: Budget & Tracking
Dollarwise: Budget & Tracking
Dollarwise: Budget & Tracking
by Hammer Media LLC
Free

Effortlessly manage your finances with automatic account syncing and AI-powered insights. See your available spending money at a glance, track bills, debt, and savings, and gain actionable advice to improve your financial habits without complex charts.

Automatic account syncingReal-time spending overviewAI-enhanced financial suggestions
💰 Finance
(3.8K)
free with in-app purchases
13
Principal®
Principal®
Principal®
Retire on your terms.
Free

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.

View account balancesRoll over fundsChange contributions
💰 Finance
(230K)
free with in-app purchases
14
Smart Financial Mobile
Smart Financial Mobile
Smart Financial Mobile
by Smart Financial Credit Union
Free

Manage your finances on the go with this mobile banking app. Access accounts, transfer funds, pay bills, deposit checks, and find ATMs. Includes budgeting and savings tools for smarter financial decisions.

Account access anytime, anywhereTransaction managementFund transfers
💰 Finance
(15K)
ad-supported
15
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
16
PocketGuard・Budget Planner App
PocketGuard・Budget Planner App
PocketGuard・Budget Planner App
Expense & Subscription Manager
Free

This app simplifies personal finance by automatically tracking expenses and bills. It helps you understand your disposable income, analyze spending habits, and manage subscriptions to save money. Set financial goals and create debt-payoff plans with smart algorithms.

Automatic expense trackingBill and subscription monitoringDisposable income calculation
💰 Finance
(7.6K)
free with in-app purchases
17
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import
💰 Finance
(9.3K)
free with in-app purchases
18
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
💰 Finance
(4.4K)
free
19
Wallet: Budget & Money Manager
Wallet: Budget & Money Manager
Wallet: Budget & Money Manager
Personal Expense Tracker
Free

Manage your personal finances with this comprehensive tool. Track expenses automatically, plan budgets, and gain insights into your spending habits. It helps you save money, manage debt, and plan for the future by consolidating all your financial information.

Automatic bank synchronizationExpense and income trackingInsightful reports and charts
💰 Finance
(5.9K)
free with in-app purchases
20
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
💰 Finance
(6.4K)
free with in-app purchases

FAQ about Olio Financial Planning

Are there free olio financial planning apps for iPhone?
Yes — 20 of the top olio financial planning apps we rank are free to download, including OLIO Financial Planning and Mobills - Budget Planner.
OLIO Financial Planning has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 201+ olio financial planning apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.