Plans.TheApp Financial Planner
Plan, Budget, Track & Forecast
Free · In‑App Purchases
+ PLAN, TRACK & FORECAST
Know where you are, where you want to be and how to get there.
+ SEE INTO THE FUTURE
Project your finances, cashflow and net worth up to 30 years ahead.
+ COMPARE SCENARIOS
See clearly how different life choices could impact your financial future.
+ TRACK IT YOUR WAY
Choose what’s important to you, the rest is noise.
+ PLAN TOGETHER, STAY IN SYNC
Track changes with a shared history. Total transparency, no confusion.
+ EVERYONE NEEDS A PLAN
Manage all your balances, income, expenses, assets and debts.
+ SIMULATE LOANS
Explore potential breakdowns
of principal amount, interest value and total payments.
+ SIMULATE INVESTMENTS
See projections, future value, contributions and potential gains.
+ REPORTS
Create custom detailed PDF reports and export all your data as CSV.
Please Note: This application is designed, supported, and available exclusively in English. All user interface and documentation are provided strictly in English. By downloading and purchasing the premium subscription, you acknowledge and agree that the services and all related contractual terms are delivered solely in the English language.
PREMIUM FEATURES:
- Extended 30-Year Horizon: See further into your financial future.
- Shared Plans: Collaborate on plans with partners or family.
- Extended Lists: Up to 500 entries for each list of balance, income, expenses, assets and debts.
- Up to 50 scenarios: Explore and compare different life plans.
Plans.TheApp offers a distraction-free, ad-free experience. Download today and start planning smarter.
SUBSCRIPTION DETAILS:
- Enjoy Premium features with a monthly subscription that renews automatically.
- Manage or cancel anytime in your Account Settings.
- A free trial may be available to new users.
LEGAL & CONTACT:
- Terms of Service: https://planstheapp.com/terms_of_service.html
- Privacy Policy: https://planstheapp.com/privacy_policy.html
- EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Need help? Contact our team: https://planstheapp.com/contact.html
more Make a plan, track your spending and see your forecast, compare scenarios, plan together, simulate loans & investments, export data & reports.
NEW CUSTOM TRACKER FUNCTION:
- Track it your way. Choose what’s important to you, the rest is noise.
PREVIOUS UPDATES :
- Customisable Screens: Drag-and-drop widgets to build your perfect financial dashboard.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, haptics and more.
- Export: Generate custom PDF reports and CSV exports.
2.1.4 Aug 8
Make a plan, track your spending and see your forecast, compare scenarios, plan together, simulate loans & investments, export data & reports.
NEW CUSTOM TRACKER FUNCTION:
- Track it your way. Choose what’s important to you, the rest is noise.
PREVIOUS UPDATES :
- Customisable Screens: Drag-and-drop widgets to build your perfect financial dashboard.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, haptics and more.
- Export: Generate custom PDF reports and CSV exports.
2.1.3 Aug 1
Forecast your finances up to 30 years. Compare ‘what‑if’ scenarios and collaborate with partner/family in real time.
NEW DESIGN & INTERFACE:
- Customisable Home Screen: Drag-and-drop widgets to build your perfect financial dashboard.
- Quick Customise Mode: Tap & hold any widget to rearrange or hide it.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
POWERFUL NEW FEATURES:
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, and haptics.
- Export: Generate custom PDF reports and CSV exports.
If you love the update, please leave us a review, it helps more than you know.
2.1.2 Apr 26
Forecast your finances up to 30 years. Compare ‘what‑if’ scenarios and collaborate with partner/family in real time.
NEW DESIGN & INTERFACE:
- Customisable Home Screen: Drag-and-drop widgets to build your perfect financial dashboard.
- Quick Customise Mode: Tap & hold any widget to rearrange or hide it.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
POWERFUL NEW FEATURES:
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, and haptics.
- Export: Generate custom PDF reports and CSV exports.
If you love the update, please leave us a review, it helps more than you know.
2.1.1 Apr 2
Forecast your finances up to 30 years. Compare ‘what‑if’ scenarios and collaborate with partner/family in real time.
NEW DESIGN & INTERFACE:
- Customisable Home Screen: Drag-and-drop widgets to build your perfect financial dashboard.
- Quick Customise Mode: Tap & hold any widget to rearrange or hide it.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
POWERFUL NEW FEATURES:
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, and haptics.
- Export: Generate custom PDF reports and CSV exports.
If you love the update, please leave us a review, it helps more than you know.
2.1.0 Mar 13
Forecast your finances up to 5 years. Compare ‘what‑if’ scenarios and collaborate with partner/family in real time.
NEW DESIGN & INTERFACE:
- Customisable Home Screen: Drag-and-drop widgets to build your perfect financial dashboard.
- Quick Customise Mode: Tap & hold any widget to rearrange or hide it.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
POWERFUL NEW FEATURES:
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment Simulator: Model loans and investments directly within your plan.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate your options instantly.
- Shared Plans: Enjoy real-time sharing with change logs.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, and haptics.
- Export: Generate custom PDF reports and CSV exports.
If you love the update, please leave us a review, it helps more than you know.
2.0.7 12/20/2025
Welcome to the biggest update to Plans.TheApp yet! We have completely redesigned the app to give you more control, better insights, and a fresh new look.
NEW DESIGN & INTERFACE:
- Customisable Home Screen: Drag-and-drop widgets to build your perfect financial dashboard.
- Quick Customize Mode: Tap & hold any widget to rearrange or hide it.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
POWERFUL NEW FEATURES:
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment Simulator: Model loans and investments directly within your plan.
- Calendar View: visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate your options instantly.
- Global Collaboration: Easier real-time sharing with change logs.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, and haptics.
- Export: Generate custom PDF reports and CSV exports.
If you love the update, please leave us a review, it helps more than you know.
2.0.6 12/17/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.5 12/12/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.4 12/01/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.3 10/30/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.2 10/11/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.1 10/07/2025
- Customisable interface with a fresh widget-based design and drag-and-drop layout on Home and Forecast
- Quick Customise mode: tap & hold any widget to rearrange or toggle visibility
- Powerful Settings accessible from your profile: appearance, themes, app icons, number formats, currencies, haptics
- Help & Support: interactive walkthrough plus a comprehensive example plan
- Security & Privacy: Face ID / Touch ID app lock and dynamic privacy blur
- Intelligent notifications for upcoming changes and important events
- Collaboration: global plan selector and real-time sharing with change logs
- Help Mode anywhere: activate on any screen for context-aware guidance
- New Home screen with current month summaries, insights, and personal score
- Plans enhancements: Groups for organisation, rich Icons, bespoke calculator keyboard
- New item types: Assets (goals, interest rates, custom compounding) and Debts (interest and repayment tracking)
- Forecast upgrades: Overview (multi‑year trends), Insights (focused tables + charts), Calendar (daily/monthly/yearly), and Custom mode
- Simulate Loans and Investments; add scenarios directly to your plan
- Export to CSV and generate custom PDF reports
- Compare Plans side‑by‑side to evaluate options
2.0.0 10/02/2025
What's New in Plans.TheApp
We've made some exciting updates to enhance users’ experience! Here's what's new:
New Overview Graphs
– Get a clearer picture of your finances with the new graph view in the Forecast screen!
Enhanced Name Input
– Enjoy autocomplete suggestions for faster and smarter data entry.
Improved Date Input
– New Date Picker makes selecting dates easier than ever!
New Recurrence Options
– Now you can set items as "One-Time" or "Quarterly", giving you more flexibility.
More for Free Accounts!
– You can now add up to 10 items per list, an increase from the previous limit of 5.
– The forecast range has been extended to cover 6 months up from the previous 5 months.
1st Month Free for Premium!
– Unlock all premium features free for the first month when you subscribe!
Bug Fixes & Performance Improvements
– We've squashed some bugs to keep everything running smoothly!
Enjoy the new features, and happy planning!
1.1.0 03/10/2025
Make a plan, track your spending and see your forecast, compare scenarios, plan together, simulate loans & investments, export data & reports.
NEW CUSTOM TRACKER FUNCTION:
- Track it your way. Choose what’s important to you, the rest is noise.
PREVIOUS UPDATES :
- Customisable Screens: Drag-and-drop widgets to build your perfect financial dashboard.
- New Insights: View current month summaries, personal finance scores, and key trends at a glance.
- Advanced Assets & Debts: Now supporting goals, custom interest rates, and compound growth settings.
- Investment and Loans Simulator: Model loans and investments, test all your options.
- Calendar View: Visualise your cash flow daily, monthly, or yearly.
- Compare Mode: View plans side-by-side to evaluate different scenarios instantly.
- Shared Plans: Enjoy real-time sharing with change logs and live notifications.
- Help Mode: Activate context-aware guidance on any screen.
- Enhanced Settings: New themes, app icons, currency formats, haptics and more.
- Export: Generate custom PDF reports and CSV exports.
more Version 2.1.4 Aug 8
Data Not Collected The developer does not collect any data from this app.
