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
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.
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.
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.
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.
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.
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.
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.
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.