Budget & Bill Planner: Planned

Most money apps track where your money went. Planned helps you decide where it should go.

An AI coach for the everyday questions. 1:1 coaching with Matt Schuberg, CFP® professional, for the decisions that actually matter.

WHY PLANNED IS DIFFERENT

A chatbot can explain what a Roth IRA is. It cannot look at your accounts, know your goals, and tell you what to do next month. Planned connects your real financial life to real guidance, from software and from a human being.

MORE THAN A BUDGET APP

Most budgeting apps show you the past. Planned is a budget planner and money manager that helps you plan the future.

-Cash flow planning that adapts to real life
-Income and expense tracking across every account
-Net worth tracking in one place
-Goals that connect to your actual plan

BILL ORGANIZER AND SUBSCRIPTION MANAGER

Never get surprised by a charge again.

-Bill organizer with due dates and reminders
-Find and cancel subscriptions you forgot about
-See every recurring payment in one view

COACHING, NOT JUST SOFTWARE

-AI coach available anytime for quick questions
-1:1 sessions with Matt Schuberg, CFP® professional
-Weekly check-ins that keep you on track
-Actionable guidance, not just charts

COMPREHENSIVE FINANCIAL PLANNING

Your money touches every part of your life. Planned treats it that way.

-Spending, saving, investing, debt, all connected
-Savings goals that actually move forward
-Retirement and long-term planning built in
-Credit card and loan balances tracked automatically

BUILT FOR REAL LIFE

Life changes. Your money plan should too.

Whether you are paying down debt, saving for a house, navigating a career change, or just trying to stop feeling anxious about money, Planned adapts to where you are.

FEATURES

-Connect all your accounts in seconds
-Bank-level security on everything
-Expense tracker that categorizes automatically
-Works with your existing bank, credit cards, and investments
-Private and secure, your data stays yours

START YOUR FINANCIAL PLAN TODAY

Download Planned and take the first step toward a financial life that works for you.

Email support@getitplanned.com or visit getitplanned.com.

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