For a financial planner, constant access to information on the go is vital. Fortunately, there are plenty of apps that allow you to be in the know no matter where you are. With just an iPhone, you can do everything from analyze your budget to calculate loan payments. Here are just a few of our favorite apps for financial planners:
Table of Contents
Best Apps For Financial Planners
- Mint
Best 9 Money Management Apps for Easy Financial Planning
Mint is a great app for seeing where all of your money is on all of your devices. It can track your bank accounts, credit cards, and even investments. You can also use it to plan budgets and future expenses, but its main focus is on giving you a financial overview.
Download Mint here.
- You Need a Budget
Best 9 Money Management Apps for Easy Financial Planning
You Need a Budget (YNAB) is a great tool for setting a budget and sticking to it. YNAB is nicely designed and gives you a clear report of where your money is going, as well as tools and “four rules” for budgeting to help you save.
Download You Need a Budget here
- Spendee
Best 9 Money Management Apps for Easy Financial Planning
Spendee is a budget and expense tracker with a heavy focus on design. Spendee is truly beautiful and does a good job of showing you where all of your money is going and how you can adjust course. The only down side is that you’ll need to manually enter your transactions.
Download Spendee here.
- Expensify
Best 9 Money Management Apps for Easy Financial Planning
Expensify is perfect for the business traveler who wants to easily create expense reports of where he or she is spending money. You can do things such as take pictures of receipts, track your time, log any distances traveled, and print it out whenever you want to for expense reporting.
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Download Expensify here.
- Budgt: Daily Finance
Best 9 Money Management Apps for Easy Financial Planning
Budgt is another good app for helping you watch your budget, and it’s geared towards college students and other people on more strict monthly incomes. If you’re a student trying to make sure you stick within a certain allowance, this is a great app for you.
Download Budgt here.
- Dollarbird
Best 9 Money Management Apps for Easy Financial Planning
Dollarbird is a personal finance app that focuses around creating a calendar of your expenses to give you a high-level view of your expenditures, as well as predict big expenses that will come up in the future. It’s great for making sure you have a macro-level view of your financial situation.
Download Dollarbird here.
- Pocket Expense
Best 9 Money Management Apps for Easy Financial Planning
The Pocket Expense App is an alternative to Mint. It gives you an overview of all of your accounts and expenses, and helps you keep everything in check without too many bells and whistles.
Download Pocket Expense here.
- Toshl Finance
Best 9 Money Management Apps for Easy Financial Planning
Toshl is a fun, personal financial management app that has many of the features of the other apps on this list, and adds in fun animated characters to make it more interesting. It’s also one of the few to also have an app for windows phones!
Download Toshl Finance here.
- Budget Boss
Best 9 Money Management Apps for Easy Financial Planning
Budget boss is interesting because it learns your spending habits, and in addition to helping you make a budget, it can predict your spending over time in order to let you know where you’ll likely be at financially in the future. It’s great for helping you adjust course from spending too much of your money.
Download Budget Boss here.
Bottom Line
Those are our top 9 picks for great budgeting tools, but ultimately the most important thing is that you have some sort of money-management system. Keeping track of our money is important for ensuring that we’re on track for all of our financial goals.
financial advisor app
The 7 Best Personal Finance Apps of 2022
Best Overall: Mint
Best for Debt Payoff: You Need a Budget
Best for Wealth Management: Personal Capital
Best for Bill Payment: Prism
Best for Shared Expenses: Spendee
Best for Budgeting: EveryDollar
Best Visuals: Mobills
What Is a Personal Finance App?
A personal finance app is an app that you can download on your smartphone or tablet that helps you manage all aspects of your personal finances. These apps can help track your spending, saving, and investing. They can also track bill payments and keep you up to date on credit score changes. You can connect personal finance apps to your financial institution so you can see where the money from your bank account is being spent.
A personal finance app makes it easy to keep track of your finances on the go. Typically, a personal finance app will have different features such as a shared wallet, bill reminders, auto bill pay, and even managing subscriptions.
How Much Does a Personal Finance App Cost?
Generally, personal finance apps offer a free version and a paid version. The free version may contain ads and fewer features than the premium version. Paid versions of personal finance apps vary in price but are relatively inexpensive, about $25 per year. Other apps only offer one version and it’s free. So, if you need some extra help managing your finances, a personal finance app can be an affordable way to help.
How We Chose the Best Personal Finance Apps
These seven best personal finance apps were chosen because of the features they offer, tools built into the app, the functionality, and what the purpose of the app is.
Conclusion
Let us know your thoughts in the comment section below.
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