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Invite code required from a financial professional.

Take control of your finances by doing easy things every day to help improve the impact of your money. Don’t know where to start? Don’t worry. Just enter your age and income, and the app instantly gives you a target plan. It’s that easy!

With your simple-to-follow target plan, you’ll be able to better oversee your retirement funds, budgeting, emergency savings, and even insurance coverage, right from your phone. Complete weekly and monthly spending challenges designed with guidance and backed by the knowledge and experience of financial professionals. You can even sync bank accounts, credit cards, and loans to get a more accurate view of all your finances in one convenient place.

Everyone’s financial life looks different. When you start using this app, all you have to do is enter your age and income and you’ll instantly get a target plan. This plan gives you information to let you know if you’re on or off track in areas such as: retirement, emergency savings, debt, budgeting, and insurance.

This app will suggest weekly and monthly challenges like reducing spending in certain lifestyle areas, to help encourage you to make changes that result in real improvement. Seeing your progress is encouraging and helps keep you aware of spending habits that may be keeping you from reaching savings goals faster.

When you sync your bank accounts, credit cards, and loans to your profile, this app will be able to give you a more detailed target plan that includes your monthly payments, helps track your spending habits, and suggests more accurate ways to adjust your budgeting to get you and your finances where you want to be.

What’s New

Version 0.32.0

- Accounts screen rework to group accounts by type
- Display asset and debt totals on the accounts screen
- Remove summary bar charts from the non-expense budget target
- Bug fixes

Ratings and Reviews

4.9 out of 5
21 Ratings

21 Ratings

App Privacy

The developer, eMoney Advisor, 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


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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