Personal Financial Plan Wiz app icon

Apps Like Personal Financial Plan Wiz for iPhone and iPad

, save, and track your finances

Create and manage long-term plans by setting and tracking lifetime goals. Input income, expenses, and savings. Generate reports and adjust strategies. Sync with accounts for real-time data. Set reminders for savings targets and milestones.

by PF Wiz LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-08

Personal Financial Plan Wiz screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. 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.

    ★ 4.784,192 ratingsFinanceFreeData updated 2026-10-31
  1. Financial Calculator EMI, SIP app icon

    Financial Calculator EMI, SIP

    Nirav Zalavadiya

    Calculate loans, track investments, plan budgets

    Calculate loan payments and mortgage amounts. Determine car loan installments. Analyze business expenses and retirement savings. Perform investment calculations and track goals with customizable formulas and detailed reports.

    ★ 4.635 ratingsFinanceFreeData updated 2026-09-06
  2. 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
  3. OneUnited Bank: WiseOne AI app icon

    OneUnited Bank: WiseOne AI

    OneUnited Bank

    Check balances, transfer funds, pay bills

    Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.

    ★ 4.710,361 ratingsFinanceFreeData updated 2026-09-08
  4. Checkbook Wiz app icon

    Checkbook Wiz

    LINKLINKS LTD

    Track transactions and balance of accounts

    Track transactions and account balances for checking, savings, credit cards, and cash. Add transactions anywhere. View spending patterns and balances. Support multiple currencies. Sync with iCloud and Dropbox for backups.

    ★ 4.2812 ratingsFinanceFreeData updated 2026-09-09
  5. UOB TMRW app icon

    UOB TMRW

    United Overseas Bank Limited Co.

    Save, track, and manage finances

    Manage finances with personalised insights, alerts, and spending recommendations. Track and grow savings, convert currencies, and access competitive rates for investments and online purchases. Earn rewards for banking activities.

    ★ 4.82,714 ratingsFinanceFreeData updated 2026-09-10
  6. Fort Financial app icon

    Fort Financial

    Fort Financial Federal Credit Union

    Check balance, view info, make payments

    Manage accounts with a dashboard showing available funds, savings progress, upcoming payments, and deposits. Check balances, view account details, make and edit payments, and receive personal recommendations.

    ★ 4.82,406 ratingsFinanceFreeData updated 2026-09-11
  7. alooola app icon

    alooola

    Glen Eagle Advisors, LLC

    Invest in portfolios with expert guidance

    Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.

    ★ 4.913 ratingsFinanceFreeData updated 2026-09-06
  8. Troutwood app icon

    Troutwood

    Troutwood LLC

    Set financial goals and track progress

    Set financial goals with customizable plans. Calculate likelihood and adequacy scores for each goal. Generate budgets based on location-specific cost of living and salary data. Review personal financial plans to track progress and adjust strategies.

    ★ 4.9641 ratingsFinanceFreeData updated 2026-10-02
  9. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10

How we rank alternatives

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