Made for iPhone Duo: Planned now uses the whole screen when you unfold, with a wider layout that's still easy to read and your tabs in the side rail. Fold or unfold any time and you stay right where you were. A new tab bar: the tabs now use Apple's own design, including Liquid Glass on the latest iOS. Easier bank connection: once you've linked a bank during setup, the main button takes you straight to your score. If you skipped connecting a bank, you can now connect one right after you subscribe. Fixes: the New chat button, Budget's Left to Spend bar and the undo message no longer sit behind the tab bar. VoiceOver now reads each option in menus that slide up from the bottom, and the profile button is labeled.

My plan: coaching clients get a new home for their plan, with your lead goal and progress, this month’s commitment, a weekly check-in and your coaching year at a glance. Open it from the top of the Coach tab or from your profile menu. Clearer call status: the Coach tab now shows your next booked call, so you’re no longer asked to book a call you’ve already had. Simpler notification settings: everything is in one list by topic, with Push and Email side by side. Low balance alerts now use one amount for all your accounts, with a switch for each account. More control over email: task reminders can now be turned on or off by email as well as push, and coaching clients can choose how they get call reminders. Fixes: your alert amounts now stay put when you change how you’re notified, and you’re less likely to be signed out after an app update.

Bug fixes and stability improvements to keep Planned running smoothly. Questions or feedback? Reach us anytime from Profile → Send Feedback.

• Smart alerts: get notified about low balances, large transactions or deposits, and when you go over budget. Choose which alerts you want in Settings. • Faster sign-up: creating an account and signing in are quicker. • Clearer setup: onboarding questions are easier to answer, and you can skip connecting your bank from the top of the screen and add accounts anytime. • Easier bank connections: if your bank can't connect, we'll tell you why and let you add the account manually instead. • Start your plan faster: your top task opens with its first steps, and setup you've already finished is checked off for you. • Coach: start a new chat with one tap from the Coach tab. • Stronger security: your session is encrypted on your device, and Face ID signs you in without ever storing your password. • Ready for iOS 27, plus fixes and performance improvements throughout.

Messaging your coach just got better. Reply to a specific message, react with emoji, edit something you just sent, and attach photos or documents. Tasks now show you the steps. Each action item breaks into short, checkable steps, so you can see where to start instead of facing one big checkbox. Cards are easier to scan, and you can dismiss a task instead of deleting it. Your coaching in one place. The coaching hub brings calls, notes and next steps together, and lets you know when a session is coming up. Easier setup. If your bank will not connect, you can add accounts by hand, and the connect step stays out of your way once you are done. Also in this release: • Goals track the specific accounts you named, and return to in progress if your balance dips. • Paychecks and card payments are no longer mistaken for subscriptions. • Your health score chart no longer shows a dip when your score has been steady. • Profile photos load faster, and a fresh install no longer asks you to update it.

In this release: • New: Goals now track the specific accounts you pick. "Pay off my Amex" follows that card instead of your whole debt balance, and a savings goal follows the account you're actually saving into. • New: See where a goal stands before you save it, including a heads-up when a goal would start out already finished, and a choice about whether the money already in the account counts toward it. • Improved: A goal that hits its target can go back to in progress if the balance moves the wrong way. • Improved: Savings goals are measured against your live account balances instead of a figure that could sit stale for days. • Improved: The coach names the account it means instead of talking in totals. • Fixed: Payroll deposits and credit card payments no longer show up as cancellable subscriptions, so your recurring total reflects what you can actually cancel. • Plus accuracy and reliability fixes across goals, subscriptions and connected accounts.

In this release: • New: See how your financial health score has changed over time with a new history chart. • New: You can now add loan terms yourself when your bank doesn't share them. • New: Credit limits from your bank now show on your credit accounts. • Improved: The app reopens right where you left off instead of resetting to the Health tab. • Improved: The coach's suggested questions now load instantly. • Fixed: Budgets no longer double-count split transactions. • Plus reliability and accuracy fixes across bank connections and your plan's numbers.

Verifying your plan is mostly confirming now, instead of typing. We fill in what we can already see from your connected accounts, and we tell you where each answer came from. Your debts arrive with the balance and rate your bank reports, listed under the account they belong to, so you can check them and keep moving. Also in this release: • Paid off cards no longer show up as debts to sort out. They are listed on their own, with the date the balance was last checked. • Anything we estimated rather than know for certain is labelled as an estimate, so you can correct it before it reaches your plan. • Fixed: a figure you corrected could be overwritten the next time your accounts synced. Your answers stay put now. • New questions about your work, your housing cost, and how you feel about investment risk, so your plan fits your situation more closely.

Bigger, more flexible budgeting • Add accounts manually — track cash, assets, or anything Plaid can't connect to • Split a single transaction across multiple categories • Organize your budget with custom category groups, and drag to reorder • Rollover budgeting: unused category money now carries forward like a sinking fund • Smarter category picker, grouped by personal vs. business spending A more helpful coach • New "This week" briefing card with your latest money signals • Set goals and get accountability check-ins • Create your whole budget right inside a coach chat • Automatic bills & subscriptions detection

A redesigned setup experience that builds your personalized financial plan in minutes and shows you exactly where you stand. Also in this release: • Sharper, more reliable insights about your spending and savings • Fixed an issue that could add duplicate tasks to your plan • Speed and stability improvements

We've completely reimagined your first experience with Planned. • A new guided setup that calculates your real financial health score — free, before you commit to anything • A personalized financial plan ready from day one, tailored to your goals and answers • A more accurate health score powered by a rebuilt scoring engine • A smoother path from sign-up to your first set of money moves Plus performance improvements and bug fixes throughout.

Meet Your Human Coach Planned now offers real, 1-on-1 coaching from a certified financial coach — available directly in the app. What's new: - Human Coach — Message your personal financial coach anytime from the Coach tab. Get personalized guidance on budgets, debt, savings, and financial goals from a real person. - Monthly Coaching Calls — Book a one-on-one video call with your coach each month, right from the app. - Unread Message Badges — See when your coach has replied, with an unread indicator on the Coach tab. - Push Notifications — Get notified the moment your coach sends you a message. - Faster App Startup — The app no longer waits for update checks on launch. Available updates are applied quietly in the background.

What's New in 1.0.6 • Brand-new guided onboarding. A short quiz produces a personalized AI-powered financial reveal and your first action plan, all in a few minutes. • Watch your AI budget build itself. Creating a budget with AI now shows your categories and amounts coming together live, instead of waiting on a spinner. • Trial-ending reminders. A friendly push notification two days before your free trial ends, so renewals never surprise you. • Faster cold starts. The app no longer waits on a background update check before opening — you go straight to your data. • Subscription welcome email & easier management. A welcome email when your subscription kicks in, plus quicker access to manage or cancel from your Profile. • Smoother account connection. Clearer "add another account" prompts and friendlier account-type labels (CD, HSA, IRA, and more). • Polish & reliability. Small fixes to notifications permissions, paywall handling, the profile-delete flow, and overall sign-up reliability.

Small improvements and a refreshed description. Recent updates include faster sign-in with Apple and Google, improved subscription detection, and quiet hours for notifications. Questions? Email support@getitplanned.com.

- Social sign-in: You can now sign in with Google and Apple. Getting into Planned takes one tap. - Improved auth experience: Cleaner sign-up and login screens, better error messages, and a more consistent flow. - Subscription reliability: Fixed an issue that could cause duplicate subscription syncs, plus better handling of trial and paywall states. - Coach & notifications: Faster coach suggestions and new alerts for subscription status changes. - General fixes: Smoother unsubscribe flow and various stability improvements.

What's New in Version 1.0.3 -Enhanced bank connection support for OAuth banks (Chase, Capital One, etc.) -Improved security and reliability for account linking -Updated budget interface -Performance improvements and bug fixes

Bug fixes — Transaction date filtering corrected for timezone issues Improvements — Smoother onboarding and more reliable transaction summaries