Easy Finance Wealth Planner 4+

Personal Financial Assistant

Joan Santos Farras

Designed for iPad

    • Free
    • Offers In-App Purchases

Screenshots

Description

A Smarter and Simpler way to Manage your Personal and Family FINANCES on your own or collaboratively !

→ CONTROL YOUR INCOMES & EXPENSES. Analyze how you spend your Money to grow your Savings.
 
→ ACHIEVE YOUR LIFE GOALS. Use your Savings to realize your Projects.
 
→ MAKE YOUR MONEY GROW. Diversify your Investments to make your Money Grow safely.
 
→ EXPAND YOUR PATRIMONY. Ensure a better Future.
 
Have it ALL in one powerful financial assistant that will help you take care of your personal and family finances, either on your own or collaboratively.
 
 
— FUNCTIONALITY —
 
→ INCOMES, EXPENSES AND SAVINGS MANAGEMENT
 
· Introduce your periodic incomes and expenses
· Classify them in custom categories
· Visualize and analyze in beautiful charts how you expense your money in needs and wants
· Set your financial goals (projects) and supervise their timely achievement using your monthly savings
 
→ PATRIMONY MANAGEMENT
 
· Introduce your short- and long-term assets and liabilities
· Classify them in custom categories
· Analyze in beautiful charts your financial situation
 
→ INVESTMENT MANAGEMENT
 
· Introduce all your investments, how much money you invested and their current value
· Classify them in custom types, categories and geographies
· Visualize and analyze in beautiful charts how your investments evolve over time
· Easily filter and compare investments
· Set up a diversification investment strategy and control its compliance over time to lessen your risks and optimize your profits
 
All these features in a single App designed to be easy to customize, use and share! 
 
— OTHER BENEFITS —
 
· Optimized for both, iPhone and iPad
· Also available for MAC
· iCloud support to back up and synchronize your data between all your devices
· iCloud support to share your data and collaborate with other App users on the same finances
· Beautiful dark mode support
· FaceID / TouchID / Password support to secure access to your financial data
· Widgets
· Notifications to remind you to update old financial data
 
 
— SUBSCRIPTION —
 
You can try the App for free as much as you want and, if you like it and see that it can help you take better control of your finances, you can purchase a subscription to enjoy all its features without limits. Payment will be charged to your Apple account at confirmation of purchase and will automatically renew each year unless canceled 24 hours before the end of the current subscription period. You can manage your subscription and auto-renewal in your account settings after purchase.

An additional advantage of the subscription is that it allows you to unlock the App on ALL your devices (iPhone / iPad / MAC), as long as they share the same iCloud account. 
 
— LEGAL —
 
All financial data entered by the user is securely stored on his device(s) and in his personal iCloud account and is only available and viewable by the user. The App does NOT require any personal data from you to be used.

Terms of Use:

https://joanapps.com/easyfinance-eula/

Privacy Policy:

https://joanapps.com/easyfinance-privacy/

What’s New

Version 2.4.0

This new version comes with a powerful NEW feature that will enable you to work COLLABORATIVELY with any finance you want with your family, friends and / or other App users ! In order to provide you with this new capability we have introduced user authentication support within the App. We have also made available new FAMILY shareable subscriptions that can be shared with ALL your Apple's family members at an aggressive price.

IMPORTANT: Existing App subscribers will be required to restore their subscriptions at NO cost to re-unlock the App as a result of the new user authentication feature.

Enjoy it !

App Privacy

The developer, Joan Santos Farras, 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 Linked to You

The following data may be collected but it is not linked to your identity:

  • Purchases
  • Location
  • Identifiers
  • Usage Data
  • Diagnostics

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

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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