Workplay: AI Financial Planner app icon

Apps Like Workplay: AI Financial Planner for iPhone and iPad

Manage accounts, budgets, and goals automatically

Manage finances by consolidating accounts, budgets, and goals in one place. Automate planning based on life changes. Categorize transactions automatically without manual spreadsheets. View comprehensive insights and progress.

by Workplay LLC★ 5.016 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Tropical Financial CU app icon

    Tropical Financial CU

    Tropical Financial Credit Union

    Send money, track expenses, manage accounts

    Manage finances with bill payments, loan management, and savings goal tracking. Deposit checks, transfer funds, and monitor account balances. Lock and unlock accounts remotely. Set up alerts for transactions and account activity.

    ★ 4.85,251 ratingsFinanceFreeData updated 2026-09-08
  2. EveryDollar: Budget Management app icon

    EveryDollar: Budget Management

    The Lampo Group Incorporated

    Track expenses, set budgets, save money

    Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.

    ★ 4.784,179 ratingsFinanceFreeData updated 2026-10-28
  3. SECU app icon

    SECU

    State Employees' Credit Union

    ★ 4.9276,472 ratingsFinanceFreeData updated 2026-09-15
  4. Veridian Mobile Banking app icon

    Veridian Mobile Banking

    Veridian Credit Union

    Manage finances conveniently from anywhere.

    The app provides mobile banking features for managing finances. Users can view accounts, transfer funds, pay bills, and deposit checks.

    ★ 4.948,399 ratingsFinanceFreeData updated 2026-10-04
  5. Truist Mobile app icon

    Truist Mobile

    Truist Financial Corporation

    Check balances, make payments, and move money

    Check balances, view transactions, and manage accounts with detailed statements. Set alerts, order checks, and lock cards remotely. Transfer funds, pay bills, and set spending limits.

    ★ 4.81,114,749 ratingsFinanceFreeData updated 2026-10-24
  6. DAS Budget: Money Manager app icon

    DAS Budget: Money Manager

    DAS Budget, LLC

    Track spending, set budgets, stay on top

    Create 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.

    ★ 4.5114 ratingsFinanceFreeData updated 2026-09-06
  7. Landmark Credit Union Mobile app icon

    Landmark Credit Union Mobile

    Landmark Credit Union

    Manage accounts and finances conveniently and securely.

    The app allows users to manage their Landmark Credit Union accounts, view balances, pay bills, transfer money, and deposit checks. Users can also view account statements, add other financial accounts, and track spending with categorized transactions.

    ★ 4.830,037 ratingsFinanceFreeData updated 2026-09-28
  8. Liberty Bank CT app icon

    Liberty Bank CT

    Liberty Bank (CT)

    Track expenses and set savings goals

    Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.

    ★ 4.816,008 ratingsFinanceFreeData updated 2026-09-06
  9. Quicken: Budget & Track Money app icon

    Quicken: Budget & Track Money

    Quicken Inc.

    Track expenses, , and manage accounts

    Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.

    ★ 4.511,727 ratingsFinanceFreeData updated 2026-09-17
  10. DCU Digital Banking app icon

    DCU Digital Banking

    DIGITAL FEDERAL CREDIT UNION

    Manage accounts, transfer funds, view balances

    Manage finances with tools to track balances, transfer funds, and deposit checks via photo. Set financial goals and review progress. Use FutureLook™ for spending forecasts and Payment Planner to manage loan repayments.

    ★ 4.9129,013 ratingsFinanceFreeData updated 2026-10-04
  11. MoneyCoach: Budget Planner app icon

    MoneyCoach: Budget Planner

    MoneyCoach UG (haftungsbeschraenkt)

    Track expenses, set budgets, plan finances

    Track expenses, set budgets, and monitor spending habits. Receive alerts for transactions. Create custom financial goals. View detailed spending reports. Sync data across devices. Access premium features for advanced budgeting and financial planning.

    ★ 4.52,644 ratingsFinanceFreeData updated 2026-09-09
  12. Golden 1 Mobile app icon

    Golden 1 Mobile

    Golden 1 Credit Union

    Manage finances securely anytime, anywhere.

    The app provides fast money movement, including Zelle® transfers and bill payments. It offers a total account view of Golden 1 accounts, loans, and cards, with budgeting tools and credit score monitoring.

    ★ 4.787,014 ratingsFinanceFreeData updated 2026-09-23
  13. WalletWize: Track Money Better app icon

    WalletWize: Track Money Better

    Revent Solutions LLC

    Expenses, sync accounts, set budgets

    Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.

    ★ 4.131 ratingsFinanceFreeData updated 2026-09-06
  14. Meridian Bank app icon

    Meridian Bank

    Meridian Bank Corp

    Track transactions with tags and notes

    Keep transactions organized with tags, notes, and photos of receipts and checks. Personalize your account dashboard. Set alerts for transactions and balances. Make payments to companies or friends. Transfer money between accounts.

    ★ 4.9369 ratingsFinanceFreeData updated 2026-09-06
  15. BECU app icon

    BECU

    BECU

    Manage finances in the palm.

    The app combines BECU and non-BECU financial accounts in one place for budgeting based on spending, income, debt, and expense history. It allows fund transfers, check deposits, bill payments, and viewing account balances.

    ★ 4.870,428 ratingsFinanceFreeData updated 2026-09-22
  16. Nassau Financial app icon

    Nassau Financial

    Nassau Financial Federal Credit Union

    Deposit checks, transfer funds, check balances, pay

    Manage finances with check deposits, account transfers, bill payments, and balance checks. Locate branches and ATMs. View monthly statements. Set account alerts. Reorder or disable debit cards. Track spending and receive transaction notifications.

    ★ 4.81,161 ratingsFinanceFreeData updated 2026-09-06
  17. MoneyMobile app icon

    MoneyMobile

    MX TECHNOLOGIES, INC.

    Track expenses, set budgets, view reports

    View financial data from multiple accounts in one place. Track expenses, set budgets, and receive notifications for transactions. Create visual reports and customize alerts for spending patterns.

    ★ 4.8409 ratingsFinanceFreeData updated 2026-09-08
  18. Voya app icon

    Voya

    Voya Services Company

    Manage accounts, view balances, and track expenses

    View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.

    ★ 4.7189,193 ratingsFinanceFreeData updated 2026-09-08
  19. WaFd Bank app icon

    WaFd Bank

    WaFd Bank

    Manage accounts, track spending, send money

    Manage finances by connecting multiple accounts for consolidated access. View transaction history, set spending limits, and receive real-time alerts. Categorize transactions automatically for organized spending tracking.

    ★ 4.73,221 ratingsFinanceFreeData updated 2026-09-10

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.