Finance Audit Planner

Private money clarity

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

See your full financial picture in one calm, private place — net worth, subscription audit, debt‑free date, and spending insights. All on‑device. Finance Audit Planner is a calm, private money tool that helps you see exactly where you stand — and what to do next. Everything runs on your device. No accounts. No cloud sync. No third‑party analytics. Your financial data never leaves your device. What you can do: • NET POSITION — Track checking, savings, cash, investments, retirement, credit cards, mortgages, auto loans, student loans, HELOC, and more in one view. Watch your real net worth update in real time. • STATEMENT IMPORT — Download a CSV statement from your own bank's website (your login never touches the app) and import it in seconds. Transactions are categorized automatically, entirely on your device. • SUBSCRIPTION AUDIT — The app scans your transactions on-device and finds recurring charges automatically: streaming, software, gym, and forgotten free trials. See the true monthly and yearly cost and stop paying for things you don't use. • DEBT PLANNER — Model snowball or avalanche payoff strategies across every loan and credit card. See your debt‑free date and how much interest you'll save. • SPENDING INSIGHTS — Categorized transactions, recurring vs one‑off, business vs personal, and tax‑category tagging for cleaner audits at year end. • ENVELOPES & BILLS — Budget with classic envelopes, track due dates, autopay status, and minimum payments. • RECEIPTS — Capture deductible business expenses with tax categories for fast quarterly and annual reporting. Designed for clarity: • Quiet forest‑green and warm‑gold aesthetic that respects your attention • Built natively in SwiftUI for fluid performance on your phone and tablet • Full Dynamic Type and accessibility support • Works completely offline — no internet required after install No ads. No tracking. No bank logins. Your money. Your device. Your business. FINANCE AUDIT PRO SUBSCRIPTION Full access requires Finance Audit Pro, an auto‑renewable subscription: $24.99 per year (US pricing; other regions may vary). Payment is charged to your Apple ID at confirmation of purchase. The subscription renews automatically each year unless cancelled at least 24 hours before the end of the current period. Manage or cancel anytime in your Apple ID settings. Terms of Use: https://p-7pk04mdymdywzxysdkoe2.rork.live/terms Privacy Policy: https://p-7pk04mdymdywzxysdkoe2.rork.live/privacy

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The developer, Serenity Global Solutions, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Serenity Global Solutions, LLC
    Size
    • 5.8 MB
    Category
    • Finance
    Compatibility
    Requires iOS 18.0 or later.
    • iPhone
      Requires iOS 18.0 or later.
    • iPad
      Requires iPadOS 18.0 or later.
    • Mac
      Requires macOS 15.0 or later and a Mac with Apple M1 chip or later.
    Languages
    • English
    Age Rating
    4+
    In-App Purchases
    Yes
    Copyright
    • © 2026 Serenity Global Solutions
  • Developer Website
  • Privacy Policy

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