Plan, track, and optimize personal finances
Financial Planner is designed to help you plan, track, and optimize your personal finances with clarity and ease using a lightweight, actionable system. No complex spreadsheets or overwhelming features—just the essentials done right.
The app focuses on making financial planning accessible and actionable, with clear visualizations and practical insights that help you make informed decisions about your money.
New users set up their financial profile and begin tracking income and expenses.
Sign up and access your personal financial dashboard
Define savings targets, budget limits, and financial objectives
Enter salary, side income, and other revenue streams
Set up expense categories for organized tracking
Start tracking your daily income and expenses
Review your financial overview and spending patterns
Start making data-driven financial decisions
Regular users efficiently track transactions and monitor their financial health in real-time.
View your current financial status at a glance
Quickly add new income or expenses as they occur
Check spending against your budget categories
Monitor advancement toward your savings targets
Get notifications for budget limits and financial milestones
Review spending trends and identify optimization opportunities
Update budgets and goals based on your financial progress
Power users leverage forecasting, investments tracking, and comprehensive financial analytics.
View detailed financial reports and projections
Monitor stocks, crypto, and other investment portfolios
Project future financial status based on current trends
Set up recurring income and expense entries
Download reports for tax preparation or analysis
Track finances across different currencies and accounts
Make strategic decisions using comprehensive financial insights
Simple, visual budget management with spending insights
Set and track progress toward your financial objectives
Clear charts and graphs to understand your financial health
Practical recommendations based on your spending patterns
Want to dive deeper? Check out the complete documentation with detailed features, financial planning strategies, and technical architecture.