Best Project Finance Tool Apps

0+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

Copilot is the household name in project finance tool, but it's far from the only option. We track 0+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Project Finance Tool Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesAug 2026
2YNABYNABFree4.8★ (61K)NoYesAug 2026
3MoneyWiz 2026 Personal FinanceMoneyWiz 2026 Personal FinanceFree4.6★ (2.1K)NoYesAug 2026
4Project Plan 365Project Plan 365Free3.3★ (41)NoYesAug 2026
5The Book of Jargon® - PFThe Book of Jargon® - PFFree4.0★ (1)NoNoMay 2026
6FTL FinanceFTL FinanceFree4.3★ (11)NoNoJul 2026
7Merlin Project: Gantt + KanbanMerlin Project: Gantt + KanbanFree4.4★ (31)NoYesAug 2026
8Project Management ToolsProject Management ToolsFree3.6★ (11)YesNoMay 2026

Top Picks for Project Finance Tool

Copilot: Track & Budget Money#1

Copilot: Track & Budget Money by Copilot Money, Inc.

Spending, investing, net worth
Editor's Choice
💰 Finance
4.8😊(30K ratings)
FreeIn-App Purchases
#5in Finance
Copilot: Track & Budget Money screenshot 1
Copilot: Track & Budget Money screenshot 2
Copilot: Track & Budget Money screenshot 3
Copilot: Track & Budget Money screenshot 4
Copilot: Track & Budget Money screenshot 5
Copilot: Track & Budget Money screenshot 6

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

What We Love

  • 👍 Intuitive and user-friendly interface
  • 🚀 Seamless account integration and transaction tracking
  • 💡 Customizable budgeting and categorization
  • 🔒 Secure and private financial management

Room to Improve

  • 🐛 Occasional sync and connectivity issues with some financial institutions
  • 🔍 Lack of advanced reporting and filtering options
  • 🔍 Limited functionality for manual transaction entry and forecasting
YNAB#2

YNAB by You Need A Budget LLC

Never worry about money again
Strong Contender
💰 Finance
4.8😊(61K ratings)
FreeIn-App Purchases
#6in Finance
YNAB screenshot 1
YNAB screenshot 2
YNAB screenshot 3
YNAB screenshot 4
YNAB screenshot 5
YNAB screenshot 6

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.

What We Love

  • 💰 Helps save money
  • 👍 Intuitive and easy to use
  • 🚀 Efficient budgeting system
  • 🤝 Helpful for couples/families

Room to Improve

  • 🔍 Steep learning curve
  • 🔌 Connectivity issues with some banks
  • 💰 Expensive subscription
MoneyWiz 2026 Personal Finance#3

MoneyWiz 2026 Personal Finance by SILVERWIZ LLC

Personal Accounting Software
Worth Considering
💰 Finance
4.6😊(2.1K ratings)
FreeIn-App Purchases
MoneyWiz 2026 Personal Finance screenshot 1
MoneyWiz 2026 Personal Finance screenshot 2
MoneyWiz 2026 Personal Finance screenshot 3
MoneyWiz 2026 Personal Finance screenshot 4
MoneyWiz 2026 Personal Finance screenshot 5
MoneyWiz 2026 Personal Finance screenshot 6

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

What We Love

  • 🚀 Seamless syncing across devices
  • 👍 Intuitive and user-friendly interface
  • 💰 Great value for the price
  • 🔒 Secure and private data handling

Room to Improve

  • 🐛 Occasional sync and connectivity issues
  • 🕰️ Slow transaction import and reconciliation
  • 🤔 Confusing budgeting and categorization

More Project Finance Tool apps to explore

4
Project Plan 365
Project Plan 365
Project Plan 365
MS Project for iOS
Free

This app offers robust project planning and collaboration features for individuals and teams. It allows users to view, edit, and create Microsoft Project files on iOS devices, supporting various standard views and reports. Seamlessly integrate with cloud storage for easy access and sharing.

MS Project file compatibility (MPP)Project planning and collaborationSupports standard MS Project views
📊 Productivity
(41)
subscription
5
The Book of Jargon® - PF
The Book of Jargon® - PF
The Book of Jargon® - PF
Project Finance
Free

This app provides a comprehensive glossary of project finance slang and terminology. It serves as a quick reference for understanding specialized language used in the field. Developed by Latham & Watkins, it's a valuable tool for professionals.

Project finance terminologySlang definitionsSpecialized language reference
💰 Finance
(1)
free
6
FTL Finance
FTL Finance
FTL Finance
by FTL Capital Partners, LLC
Free

This app allows FTL Finance customers to manage their financing applications, view loan history, and access helpful tools. Stay informed about important company news and promotions.

Start financing applicationsView application listLoan funding history
📊 Productivity
(11)
free
7
Merlin Project: Gantt + Kanban
Merlin Project: Gantt + Kanban
Merlin Project: Gantt + Kanban
Project Management For Pros
Free

This professional project management tool offers comprehensive planning, control, and monitoring features. It supports various project views like Gantt charts and Kanban boards, with cloud synchronization for collaboration. A 30-day free trial is available.

Gantt diagram with plan/actual comparisonMind maps for graphical planningKanban boards with automatic adjustment
💼 Business
(31)
subscription
8
Project Management Tools
Project Management Tools
Project Management Tools
Milestone, Timesheet & Bugs
Free

This app helps plan and execute projects on time with features like milestone tracking, bug reporting, task management, and timesheets. It provides visibility into team activities, progress, and potential missed targets. Monitor bugs, their status, and time spent on each task.

Milestone trackingBug trackingTask management
💼 Business
(11)
ad-supported
9
Loan Manager : Loan App
Loan Manager : Loan App
Loan Manager : Loan App
Finance Tool : Loan Calculator
Free

Manage all your financial calculations in one place. This app offers over 25 tools for loans, investments, taxes, credit, expenses, and business finances, simplifying complex financial tasks for smart planning.

Loan EMI and eligibility calculatorsInvestment and tax planning toolsCredit card payoff and discount calculators
💰 Finance
(7)
free with in-app purchases
10
Estimate Maker for Contractors
Estimate Maker for Contractors
Estimate Maker for Contractors
Create and send estimates
Free

Effortlessly create, send, and track professional estimates directly from your mobile device. Streamline your workflow by saving product details, applying discounts, and automatically calculating taxes. Send estimates instantly via email, text, or PDF to secure more jobs.

Create and send professional estimatesClient setup from contactsSave product/service details
💰 Finance
(1.7K)
free
11
Freebie Estimate Maker App
Freebie Estimate Maker App
Freebie Estimate Maker App
Quick & Professional Estimates
Free

Generate and send professional estimates to clients directly from your mobile device. This app simplifies the process of creating quotes, managing client information, and tracking payments, helping you stay organized and save time.

Create professional estimatesSend estimates via email or textUse phone's contact list for clients
💰 Finance
(2.9K)
free
12
Adaptive Build
Adaptive Build
Adaptive Build
by Adaptive Real Estate Inc
Free

This tool leverages AI and simple software to automate job costing and manage cash flow for construction teams. It integrates with existing accounting and project management platforms to help save time and money.

AI-powered job costingCash flow controlAutomated financial processes
💰 Finance
(16)
free
13
Projectholic: Project Planner
Projectholic: Project Planner
Projectholic: Project Planner
Gantt Chart·Kanban·Cost·Stats
Free

This app helps creators and entrepreneurs manage personal projects. Define goals, plan projects, assign tasks, and track time to understand where your energy is directed. Turn ideas into actionable plans with visual timelines and progress tracking.

Project-based goal definitionGantt and time budget viewsTask delegation and tracking
📊 Productivity
(19)
freemium
14
Regions Contractor SalesPro
Regions Contractor SalesPro
Regions Contractor SalesPro
by EnerBank USA
Free

This app helps contractors offer financing options to customers directly at the point of sale. It features a payment estimator, pre-qualification without impacting credit, and quick loan decisions to streamline the sales process and boost close rates.

In-app training and tutorialsCustomizable loan templatesPayment estimation calculator
💰 Finance
(2.1K)
free
15
Wealthfolio: Private Finance
Wealthfolio: Private Finance
Wealthfolio: Private Finance
Local-first Investment Tracker
Free

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

Investment trackingNet worth calculationBudgeting tools
💰 Finance
(4)
free
16
Project Finance Institute
Project Finance Institute
Project Finance Institute
Skills for your PF future
Free

This app connects professionals in project finance, infrastructure, and PPP sectors. It offers courses on financial modeling, real-world project development, and networking opportunities with global peers. Members can attend exclusive events and gain practical skills for transformational change.

Financial modeling coursesReal-world project case studiesGlobal professional networking
💰 Finance
(4)
free with in-app purchases
17
Project Office X: Gantt chart
Project Office X: Gantt chart
Project Office X: Gantt chart
project management app
Free

Manage multiple projects efficiently with a full-featured tool based on the Gantt method. Visualize timelines, assign resources, track progress, and identify potential bottlenecks. Offers a free trial and a preview mode after expiration.

Gantt chart viewOutline/Table viewResource and base calendars
💼 Business
(2)
free with in-app purchases
18
Acorn Finance
Acorn Finance
Acorn Finance
Close More Jobs with Financing
Free
💰 Finance
(0)
19
Lighthouse Finance Solutions
Lighthouse Finance Solutions
Lighthouse Finance Solutions
by VENTURETECH SOLUTIONS LLC
Free

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

Track financial progressManage draftsContact client services
💰 Finance
(6)
free
20
Balance – Personal Finance
Balance – Personal Finance
Balance – Personal Finance
Budget & Expense Tracker
Free

Manage all your financial accounts in one place with a clean, intuitive interface. Track expenses, create budgets, and generate detailed reports to gain insights into your spending habits. Securely sync your data across Apple devices via iCloud.

All account trackingiCloud sync across Apple devicesQuick expense entry
💰 Finance
(14)
freemium

FAQ about Project Finance Tool

What are the best project finance tool apps for iPhone?
Copilot: Track & Budget Money tops our project finance tool apps ranking as of July 2026, with a 4.8-star average from 30K App Store ratings, and it's free to download.
Yes — 20 of the top project finance tool apps we rank are free to download, including Copilot: Track & Budget Money and YNAB.
Copilot: Track & Budget Money has no ads and offers in-app purchases, according to its App Store listing as of July 2026.
Copilot is a personal finance app designed to give you clarity into your money. It helps you categorize spending, create budgets, track subscriptions, manage savings goals, and monitor investments. The app aims to simplify your financial life with intelligent automation and a user-friendly interface.
Key features include AI-powered automatic categorization of thousands of transactions, adaptive budgets that adjust to your habits, subscription tracking to monitor recurring expenses, and investment tracking to view performance. It also offers savings goals, cash flow visualization, and bank-level security to protect your data.