iPhone Screenshots

Description

Reach your goals with confidence all in one place
~ manage your expenses automatically
~ mange your insurance and investments
~ all your money in one place

Meet Planner Bee, your personal, mobile financial advisor. Created by finance experts, it helps you manage your banking, savings and investments, all in one place. Set goals for your financial future, and make them happen. Powerful and easy to use, Planner Bee helps you manage all your accounts and save money on your financial journey.
Features:
• All your accounts in one place
• A totally free app. There are no in-app purchases
• A complete overview of your spending and saving habits with a dashboard that is clear and easy to use
• Set smart budgets that put you in full control of your finances and help you move quickly and confidently towards positive financial outcomes
• Connect to all of your financial accounts. Planner Bee is in partnership with all major financial institutions
• See the premiums of your insurance products month by month, then choose the best products for your needs
All your loan details in one place so you can budget with a clear understanding of how much you owe on mortgages, credit cards and personal loans
• Your entire investment portfolio in your hand, easy to track and with Planner Bee insights
• Bank level security with 2048 bit RSA encryption. This makes it as secure as any bank, giving you peace of mind

A complete solution in personal finance
Management of your finances is too important to leave to chance. Planner Bee helps you take complete control of your financial planning. And with your banking, insurance and investment accounts all in one app, you have full oversight and control of your financial future. Everything you need to manage your finances is in the app. And it’s completely free.
Check on your accounts at any time with the simple and clear dashboard. It gives you multi-currency, multi-account information in one place so you can track your spending and your financial products and assets. And it syncs quickly too, wherever you are, so you won’t have to wait around for your accounts to update.

Manage your savings
Take charge of every single savings account you have in one app. Instantly check on your savings and plan for the future. Then receive and act on expert savings advice as the app sends you notifications and makes suggestions that help you reach your financial goals.

Plan for retirement with your phone. Planner Bee is a financial advisor on your savings, in your hand.

Manage your investments
From index funds to mutual funds, Planner Bee can give you an instant overview of how your investments are performing. Track the progress of your stocks and bonds over time and make informed decisions on your investment journey. All investment accounts can be viewed on one easy to use dashboard, including ETFs and bonds.
Check a stock price in the moment, and make a decision immediately.
As you continue to use Planner Bee you will recieve investment advice from our experienced investment advisor team. This will help you become an investor who is ahead of the curve.

Manage your insurance
Insurance can be complex, but Planner Bee allows you to have a clear view of each product you have purchased. You’ll also see how much your premiums are for the year, as well as from month to month. No paperwork or phone calls, just every single insurance product on your dashboard. It’s easy.
Whether you are insuring your car or your child, business or home, every product can be brought into the app. Take charge of your finance life by tracking and monitoring insurance costs so that you know exactly what your money is paying for.

Personal finance, simplified
Open an account with Planner Bee and watch as all your banking, investment and insurance accounts are seamlessly integrated. Moments later, they will be on your dashboard. No more spreadsheets, no more missing bits of paper.
We made Planner Bee because we listened to clients and friends who told us that the best possible personal finance app has to be a digital financial advisor.

And that’s exactly what Planner Bee is.

What’s New

Version 2.3

We fixed a few bugs to make the app run even smoother.

Ratings and Reviews

4.4 out of 5
31 Ratings

31 Ratings

SinSmurf ,

Cannot sync to AIA

I like how this app provides a one platform to view all the credit card, insurance and investment accounts.

However, even with your latest updates on the 14 Apr, It still failed to sync with my AIA account. It works with Aviva but despite numerous tries, it just cannot work with AIA.

Can you please look in this please? This is preventing me from giving this app a 5-star rating.

Thank you.

Developer Response ,

Hello SinSmurf! So Sorry you faced this issue. Can we get your to email ask@plannerbee.co and we can assist further?

153629018 ,

One of the most useful apps I’ve downloaded

Excited when I came across this app... have been tracking all my expenses via excel and this app has changed my spending habits!
Much more conscious on spends and savings now since it’s all clearly indicated without me doing the math and I now have tangible saving targets to work towards to buy my house

Developer Response ,

Thank you for ther review! Do contact us via ask@plannerbee.co if you have any additional feedback for us!

Jieyi H ,

Quicker way for me to refer to my insurance premiums

It’s the first app I’ve seen that allows me to see the total insurance premiums I pay over a year, also broken down month by month. Bonus for me when I can see my motor insurance as well. I hope to get more insurance providers added soon so I can view my great eastern polices in there too.

Developer Response ,

Thank you for ther review! Do contact us via ask@plannerbee.co if you have any additional feedback for us!

App Privacy

The developer, Money Bees Pte Ltd, 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 Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info

Data Not Linked to You

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

  • Diagnostics

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

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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