Savi - Saving & Invest manager
Spending - Saving - Investing
Free · Designed for iPad
Comprehensive Personal & Finance Management and Investment App
Are you looking for an app that helps manage spending effectively, track a diverse investment portfolio, and support both you and your family in managing finances scientifically? This is your all-in-one solution to take control of your finances — from daily expenses to long-term investment strategies in real estate, stocks, cryptocurrencies, and other savings options.
KEY FEATURES
# Personal & Family Expense Management
- Track daily expenses, recurring monthly, quarterly, or yearly spending.
- Categorize expenses: food, shopping, education, healthcare, travel, entertainment, investments, etc.
- Set budgets for each category and receive alerts when limits are exceeded.
- Record income from salaries, investments, business, rental, bonuses, and more.
# Monitor and Manage Diverse Investment Assets
- Real Estate: Manage properties, apartments, rental assets; monitor market values, maintenance costs, and rental income.
- Stocks: Track and analyze portfolio growth.
- Savings & Bank Accounts: Monitor savings books, checking accounts, and calculate accrued interest.
- Other Assets: Log the value of gold, cars, antiques, tech devices, company shares, inherited assets, and more.
# Smart Financial Analysis Tools
- Overview of net worth: Assets minus liabilities.
- Visual charts displaying income, expenses, cash flow, and investment fluctuations over time.
- Calculate optimal spending ratios using the 50/30/20 rule (Needs/Wants/Savings).
# Family Financial Support
- Create multiple user accounts for family members with role-based access and notes.
- Share expenses, manage family funds, children’s education funds, retirement or shared investments.
- Set family financial goals such as: buying a house, a car, studying abroad, or early retirement.
# Personal Financial Planning
- Set savings goals for travel, skill development, or purchasing new devices.
- Build a plan to achieve financial freedom.
- Get investment strategy suggestions tailored to your financial capacity and risk appetite.
# Smart Reminder & Note System
- Bill payment reminders: electricity, water, internet, insurance, etc.
- Investment reinvestment dates, asset liquidation, tax deadlines.
- Add notes to each expense or investment for easy transaction history review.
# BENEFITS OF USING THE APP
- Gain complete control of your personal and family finances.
- Increase your ability to save and invest in a structured way.
- Easily track investment performance and optimize returns.
- Step-by-step achievement of long-term financial goals and financial stability.
# TOP-NOTCH SECURITY – ABSOLUTE PRIVACY
- All data is protected with end-to-end encryption.
- Supports PIN code authentication.
# Long-Term Cash Flow & Savings Management
- Create and track savings goals: buy a house, study abroad, emergency fund, wedding, early retirement...
- Build a detailed plan by phase and estimate monthly savings needed to meet goals on time.
- Monitor progress and analyze financial behavior trends.
# Retirement Planning Support
- Input information such as current age, desired retirement age, and expected retirement expenses to plan accordingly.
# SUITABLE FOR MULTIPLE USER GROUPS
- Young adults learning about personal finance and investment.
- Working professionals tracking expenses, savings, and investing in stocks or crypto.
- Families aiming for transparent and efficient financial management.
- Multi-channel investors seeking visual control over their total asset portfolio.
* Update:
- Improve UI for quick input of expense transactions
- Improve UI tracking investments
- Support more languages
Ratings & Reviews
This app has not received enough ratings or reviews to display an overview.
- Improve UI for quick input expense transactions
- Improve UI tracking investments
- Support more languages
The developer, Ngoc Thanh Pham, 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.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Provider
- Ngoc Thanh Pham
- Size
- 72.9 MB
- Category
- Lifestyle
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Mac
Requires macOS 13.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Advertising
- Copyright
- © CareAI - Saving, Investing Manager App