-Mobile videos, articles, lessons
-Budgeting tool powered by PLAID
"Finally, you can learn how money works, manage your finances, and create a budget to help you build the financial future you deserve, all on one app.
PLAN-IT is the on-the-go financial solution to help you begin your journey to financial freedom. PLAN-IT is available for users as young as 5 years old or as old as retirement age.
Unique Individual Experience
Create your PLAN-IT account and then complete a short assessment to help PLAN-IT learn about your individual needs and goals. PLAN-IT will then create a personalized learning path based on your current level of financial knowledge. You will then get access to your first set of lessons that will include videos and articles to help make you more financially savvy.
Users can unlock access to their FULL curriculum for $9.99 per month. PLAN-IT subscribers will receive new articles and videos each month. The subscription plan will help each user learn and grow based on their individual needs and goals.
A Budgeting Tool as Unique as You
PLAN-IT users get access to our FREE budgeting tool. PLAN-IT is powered by PLAID® to safely connect your bank accounts and investment portfolios to help keep your finances on track. Budgeting with PLAN-IT is different because if you are close to overspending then you will receive a notification to warn you and remind you of previous lessons.
Plan-It's goal is to help our users improve their financial future by providing engaging lessons to help you BUILD a better tomorrow for yourself and for your loved ones.
PLAN-IT Monthly Subscription Details:
$9.99 for monthly
• Subscribed users will get access to all the new locked lessons or courses added each month.
• Subscription will renew automatically on end of billing cycle. To cancel the subscription, user can turn off auto-renew at least 24 hours before the end of the billing period
• User may cancel anytime but it will not go into effect until the end of the billing cycle
• Payment will be charged via user’s iTunes Account
Terms and Conditions: https://www.planit.money/planit_admin/terms-and-condition
Ratings and Reviews
Good app in general.
Great, simple, intuitive design. The only problem I have is not being able to go back to a question in the diagnostic quiz. I accidentally clicked on an answer that I did not mean to click on that could possibly affect the app’s algorithm.
Excellent and excited for more
Plan-IT is an excellent tool for financial education. As founder & lead financial advisor at Zenith Solutions, I recommend Plan-IT for use for most people to use for continued education. I’m excited to see new lessons and functionalities built into the app.
Great way to improve financial knowledge
App has been great to give content that is geared to where I need help.
No Details Provided
The developer will be required to provide privacy details when they submit their next app update.
- Derrick Wesley
- 45 MB
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Requires macOS 11.0 or later and a Mac with Apple M1 chip.
- Age Rating
- © iMar Learning Solutions
- In-App Purchases
- PLAN-IT Monthly Subscription $9.99
With Family Sharing set up, up to six family members can use this app.