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.

    ★ 4.784,083 ratingsFinanceFreeData updated 2026-09-13
  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. 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
  3. 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
  4. 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
  5. 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.

    ★ 4.9637 ratingsFinanceFreeData updated 2026-09-06
  6. MyJanney app icon

    MyJanney

    Janney Montgomery Scott LLC

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-10
  7. Thrivent Financial app icon

    Thrivent Financial

    Thrivent Financial For Lutherans

    Track investments and insurance securely

    Monitor investments and insurance products securely. Purchase, redeem, and exchange mutual fund shares. Access statements, tax forms, and bills. Make payments conveniently. Direct Choice Dollars to selected causes. Connect with advisors for guidance.

    ★ 4.6746 ratingsFinanceFreeData updated 2026-09-06
  8. Ocean Financial FCU app icon

    Ocean Financial FCU

    Ocean Financial FCU

    Check balances, view history, pay bills, transfer

    Check account balances and view transaction history. Pay bills, transfer funds between accounts, and send money to other OFFCU members. Deposit checks remotely and locate surcharge-free ATMs or branches. Set up mobile banking to start using features.

    ★ 4.8913 ratingsFinanceFreeData updated 2026-09-12

How we rank alternatives

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