Curated apps similar to WealthBuilder Planning, ranked by relevance and user ratings.
Save and manage your money securely
Walden Mutual Bank
Finance
Manage accounts with real-time balance checks, fund transfers, and bill payments. Set up alerts and lock accounts remotely. Earn competitive interest rates and receive end-of-year patronage rewards.
Set alerts and make payments
Bridge Community Bank
Finance
Set up balance alerts and customize notifications. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo capture. View and save monthly statements. Locate nearby branches and customer service contacts.
Manage finances with tags and notes
Planters & Citizens Bank
Finance
Keep transactions organized by adding tags, notes, and photos of receipts and checks. Set alerts for balance thresholds. Make payments to companies or individuals. Transfer money between accounts.
Great American Bank
FinanceGreat American Bank Mobile is your personal financial advocate.
Track expenses and manage budgets
Buxfer, Inc.
FinanceTrack expenses across multiple accounts. Add and reconcile transactions on the go. Automatically sync data from 15,000+ banks without storing passwords. Upload bank statements or financial files. Generate spending reports to analyze where goes.
Track expenses, set budgets, save goals
FINANCIELLE LIMITED
FinanceTrack expenses, set budgets, and monitor spending habits. Create savings goals and receive progress updates. Access financial education content and connect with a supportive community for advice and motivation.
The Citizens Bank Company
FinanceThe Citizens Bank Co Mobile is your personal financial advocate.
Valley State Bank AL
FinanceVSBOnTheGo is your personal financial advocate.
Check balances and view details
Marshall and Sterling Administrative Services, Inc.
FinanceCheck balances and account details for HSA, HRA, and FSA accounts. View transaction history and account summaries. Access real-time information and manage securely. Log in with existing website credentials.
Dynasty Owner, LLC
FinanceEverything Money is a disciplined investment education community that will help you understand and analyze real estate and business stocks.
DYNAMIC FALCON - UNIPESSOAL LDA
FinanceInvoice Maker – The Simple & Professional Invoicing Solution Designed for businesses, Invoice Maker makes invoicing effortless, professional, and hassle-free.
Manage FSAs, HSAs, and reimbursements
Deseret Mutual Benefit Administrators
FinanceManage FSAs, HSAs, and Dependent Care FSAs through a single . Submit claims, track payments and reimbursements, and view account balances. Receive insights to guide healthcare spending decisions.
Lakeview Bank
FinanceLakeview Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Track expenses, organize receipts, set budgets
Moultrie Bank & Trust
FinanceManage finances with transaction tagging, notes, and receipt photos. Set balance alerts and make payments to individuals or companies. Transfer funds between accounts and deposit checks via photo.
Parkside Financial Bank & Trust
FinanceParkside Financial is your personal financial advocate.
Track expenses and manage savings
AppFer S.R.L.
FinanceTrack income and expenses across multiple accounts and credit cards. View spending patterns through customizable charts and graphs. Set savings goals and monitor progress. Sync data across devices and link bank accounts for real-time updates.
Access accounts, deposit checks, transfer funds, pay
Community Savings
FinanceManage accounts by checking balances for checking, , mortgages, and loans. Set account alerts and adjust preferences. Deposit checks via photo, transfer funds, and pay bills. Use Touch ID or Face ID for secure access.
Manage accounts, transfer funds, view transactions
Willamette Valley Bank
FinanceManage accounts by viewing balances, transferring funds, checking transaction history, and setting alerts. Make payments and cancel pending transactions. Use SMS to check balances, review history, and find branch locations. No fee for use.
Track spending, set budgets, stay on top
DAS Budget, LLC
FinanceCreate budgets with customizable spending limits. Track expenses by syncing with bank accounts. Set reminders for bills and spending caps. View detailed spending reports and categorize transactions.
Aggregate accounts, track balances, manage budgets
The Miners State Bank
FinanceView all financial accounts in one place with real-time balance updates. Track transactions, set budgets, and receive alerts. Manage bills, transfer funds, and monitor spending patterns across multiple institutions.
App information from Apple App Store. WealthBuilder Planning and related trademarks belong to MRA ADVISORY GROUP, LLC.